1 The New Dynamics of Economic Well-being System (DEWS) An Update December 18, 2006.

1

The New Dynamics of Economic Well-being System (DEWS)

An Update

December 18, 2006

2

Reengineering the SIPP

3

Dynamics of Economic Well-being System Mission

• To provide a nationally representative sample for evaluating:– annual and sub-annual dynamics of income

– movements into and out of government transfer programs

– family and social context of individuals and households

– interactions between these items

4

Dynamics of Economic Well-being Goals

• Cost reduction

• Improved accuracy

• Improved timeliness and accessibility

• Improved relevance

Use of annual data collection

Focused content selection

Lower attrition rates

Integrated administrative data

Improved documentation

Improved processing system

Work closely with disclosure review

board

Ongoing content determination process;

use of “hooks”

Use of ACS

5

Dynamics of Economic Well-being Progress

• Development of Event History Calendar and suggested survey content

• Meetings with stakeholders, and completion of matrices

• Use of ACS for sample• Administrative record prototypes• CNSTAT Panel

6

Event history calendars

• “…the use of event history calendars has considerable potential in assisting respondents to reconstruct their personal pasts more completely and accurately, maximizing the quality of retrospective reports.“– B. Belli

7

URL: http://www.sipp.census.gov/sipp/Source: U.S. Census Bureau, Demographics Survey Division,

Survey of Income and Program Participation branch

Census Bureau Links: Home · Search · Subjects A-Z · FAQs · Data Tools · Catalog · Census 2000 · Quality · Privacy Policy · Contact Us

Assessing Users’ Needs

http://www.census.gov/index.html

http://www.census.gov/main/www/srchtool.html

http://www.census.gov/main/www/subjects.html

http://ask.census.gov/

http://www.census.gov/main/www/access.html

https://censuscatalog.mso.census.gov/esales/

http://www.census.gov/main/www/cen2000.html

http://www.census.gov/qdocs/www/

http://www.census.gov/privacy/

http://www.census.gov/main/www/contacts.html

http://www.census.gov/

http://www.sipp.census.gov/sipp/news_list_notes.html

http://www.sipp.census.gov/sipp/usrguide/sipp2001.pdf

http://www.sipp.census.gov/sipp/tutorial/SIPP_Tutorial_Beta_version/LAUNCHtutorial.html

http://www.census.gov/apsd/techdoc/sipp/sipp.html

mailto:[email protected]

http://www.sipp.census.gov/sipp/dews.html

http://www.sipp.census.gov/sipp/dews.html

8

CNSTAT Collaboration on DEWS• CNSTAT to convene an expert panel • Goals of the panel are to evaluate:

– the costs/benefits of various strategies for data linkage,

– accessibility of relevant administrative records,

– operational feasibility of linking administrative records

and survey data,

– quality and usefulness of linked data, and

– strategies for providing public access to the linked data

while protecting the confidentiality of individual

respondents

9

SIPP ’04 Panel Data Collection

2/04 – 5/07

2004 2005 2006 2007 2008 2009 2010

DEWS DataCollection

2009 and on

DEWS Planning2006 – 2009

SIPP ’04 PanelData Files Released

9/05 – 2/08

Time period covered by

SIPP ’04 Panel data files

2/04 – 5/07

Time period covered by DEWS data collection

2008

10

Agenda

• Review of content determination• Summary of Stakeholder matrices• Status of DEWS content• Reimbursable supplements• SSA supplement

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DEWS Content Determination

Optimal content design designed to facilitate meeting program's goals: Accuracy Timeliness Relevance Cost reduction

12


• Who

Census analyst teams review base line needs using the SIPP 1993 longitudinal data along with evaluating other content needs

Input from stakeholders via meetings and matrices (http://www.sipp.census.gov/sipp/dews.html)

13


WhatMore limited scope than SIPP

Use of "hook“ questions to supplementary

data collections

Questions asked only one-time a year

Reference previous calendar year

14


Outcomes

Need to retain most of SIPP content

Opportunities to update outdated or imperfect questions

Addition of strategic “hooks” to core

15


Schedule

Topical sessions scheduled for late winter/early spring 2007

Spring 2007 deadline for 2009 content

Recurring process with each future panel

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What we need from you

Comments on survey content presented today

Complete content matrices online(http://www.sipp.census.gov/sipp/dews.html)

Participate in winter/spring sessions on topic area details

Health General income/Government programs Assets and wealth Labor force Indicate interest on sign-up sheets!

17

All DEWS stakeholder matrix recommendations will be finalized by Spring.

All current matrix recommendations have been compiled from various data users. The outlined information in the upcoming slides represents content, not necessarily variable names, that was deemed critical by a minimum of 75% of data users.

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Stakeholder SummaryDemographics

• Family/Subfamily type and relationships within

• Marital Status (Spouse Identifier)

• Race/Sex/Ethnicity

• State Code

• School enrolment/highest level completed/attended

• Age - Birth month/year

• Parent/Guardian identifier

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Stakeholder SummaryPrograms and Participation

• TANF – Recipiency and Coverage

• Food Stamps – Recipiency and Coverage

• Other Welfare – Payments and Coverage

• Number of Children who receive Free/Reduced Breakfast or Lunch

• Public Housing – Residence/Unit and Amount

• WIC – Coverage

20

Stakeholder SummaryGeneral Income

• Social Security – Coverage

• Retirement from job/business

• Transfer, Property, Poverty, or Other Income and/or Earnings Totals for Persons/Families/Households

21

Stakeholder SummaryLabor Force

• Employment/Armed Forces status

• Hours worked per job/business

• Earnings/Pay Rate per job/business

• Number of Weeks – Employed (worked), Looking for work, or Without Pay per job/business

• Industry/Occupation Code

22

Stakeholder SummaryAssets

• Rental Property – Ownership and/or Income

• Ownership,Interest, and/or Income from – Savings, CD’s, Money Market Accts/Funds, Bonds, Mortgages,etc.

• Ownership and/or Dividends Received from – Stocks and Mutual Funds or Other Financial Investments

• Income Received from – Royalties and/or Other Financial Investments

23

Stakeholder SummaryHealth

Health Insurance

• Medicaid Coverage, Medicare Coverage, Military Health Insurance Coverage, Health Insurance Ownership and/or Coverage in Household, Employer Provided Health Insurance

Disability

• Work limitation/prevention

24

Stakeholder Summary

• Responding users indicated a broad need for most of SIPP core content.

• Select areas were added based on lost topical module content.

25

DEWS Survey

• Survey Instrument –– Annual administration

– Follow movers

– Limited feedback

• Calendar –– Improvement on other designs by

integrating more closely with Blaise, utilizing the Blaise database.

• Simultaneous development of processing and instrument

Front

Coverage

Demographics

Calendar UniverseScreeners

Residence History

Marriage/Cohab/Fertility

Labor Force (emp/unemp/leave)

Soc. Welfare/Soc. Ins./Other

Health Insurance Coverage

Labor Force (CommutingWork Schedule, etc.)

Assets / Balances

Annual ProgramInformation - Other GI -

Lump Sum - etc.

Child Support / Child Care

Health (Insurance,Expenditures, Disability

Wrap-up and MissingFollow-up visit/call Info

Back

Wkrs Cmp/Disab/Unemp Cmp

Housing (MaterialWellbeing), Basic Needs,

Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

26

Demographics• Roster – Residents present in household at time of

interview.

• Age, Race, Hispanic Origin, Sex

• Relationship to householder

• Marital Status, Spouse Pointer, Year of marriage, Times married, Ever widowed, Ever divorced

• Cohabitation Status, Cohabitation Pointer

• Pointer and Type for Mother and Father in the household

• Nativity, Citizenship, Year moved to US, Immigration status

• Education – Attainment, Vocational/Technical

• Armed Forces – Veteran Status, Period of Svc., Active Duty

• Filing Status Hook and EITC Receipt

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

27

Type 2 Roster/InfoWho are Type 2 people?• Individuals who the interviewed person lived with during

the reference period, but who do not live in the household at the interview.

Why collect this information?• SIPP was able to provide this level of detail on

household composition by interviewing every 4 months. Program eligibility, as well as, household relationships and economic status depend on knowing about the living arrangements of our interviewed respondents during the reference period.

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

28

EHC Residence History

• Up to 3 residences during the calendar year for each person.

• Tenure status of each residence

• Public housing status / Rental assistance / Section 8

• Monthly rent

• Utilities

• Energy Assistance

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

29

EHC Relationship History

• Monthly relationship of each person to the householder of the residence they live in.

• Identification of coresident parents and type of parent for each month.

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

30




Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

Marriage / Cohabitation / and Fertility History

• Monthly marital status – with spouse pointer

• Monthly cohabitation status – with partner pointer

• Indicators for births during the reference period

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Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

Marriage / Cohabitation / and Fertility History

• Monthly marital status – with spouse pointer

• Monthly cohabitation status – with partner pointer

• Indicators for births during the reference period

School Enrollment• Monthly enrollment status

• Full-/Part-time enrollment

• Enrollment level

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EHC Labor Force

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Up to five jobs or businesses

• Detail to third’s of months

• Type of pay / rate

• Job earnings and profit for businesses

• Industry, occupation, class of worker

• Business-Employer name / size / type

• Union status / Incorporation status

• Presence of partners (business)

• Usual hours per week (per job / all jobs)

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EHC Unemployment

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Spells of unemployment / Time away from work / Not in labor force

• Reason not working

• Availability for work / reason not available

• Workers comp. Payments

• Unemployment comp.

• Employment assistance / job training

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EHC Programs / General Income

• Social Insurance– Social Security

• Reason receiving benefits

• Age began (disability)

• Railroad retirement

• Coverage on behalf of child – which child(ren)

• Spells and amount

• Coverage for self (beginning year and amount)

– Medicare• Part B deduction and amount

• Part D coverage

– Foster care amount

– VA Benefit• Type of payment and amount

• Regular retirement / disability / survivor benefit

• VA questionnaire required

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

35

EHC Programs / General Income

• Social Welfare– TANF / WIC / Food Stamps

• Spells and amount

• Coverage

• Reasons starting and stopping

– SSI / SSDI• Spells and amount

• Coverage of self / child / both

• Reasons starting to receive and stopping

– Meals (Free and Reduced Breakfast and Lunch)• Coverage / Meal / Free or reduced

• Other public assistance• Short term cash assist – month.

• Transportation assist. – month, type and amount

• Food and Clothing assist. – month, type and source

• Cash welfare assist. – month, kind and source

• Welfare related job training / work – month and kind

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

36

EHC Health Insurance

• Monthly coverage

• Type of coverage – public, private, employer provided

• Coverage owner

• Accepting multiple spells / combinations

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

37

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Follow-up for work schedule asked of primary job

• Time to work – Time leaving work

• Usual days worked

• Usual schedule

• Reason for shift / multiple schedules

• Work at home

• Usual days, Usual schedule, Reasons for work at home

Labor Force

38

• Follow-up for work schedule asked of primary job

• Time to work – Time leaving work

• Usual days worked

• Usual schedule

• Reason for shift / multiple schedules

• Work at home

• Usual days, Usual schedule, Reasons for work at home

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Follow-up for commuting

• Type of transportation / combination in a typical week

• Miles in POV per week

• Parking or tolls – amount

• Total commuting expenses

• Other work related expenses paid by employee (licenses, permits, dues, tools, uniforms)

Labor Force

39

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Lump Sum payments• Pension, Retirement, Severance - Type and

amount• Re-investment or rollover money into IRA or

other retirement• Total or partial rollover - amount• Deferred or final paycheck from job or business

and amount

• Retirement• Retirement income – type and amount• From life insurance or other annuity

• Disability income• Type of income - Policy holder

• Child support receipt• Payment type - Agreement or court ordered

• Alimony receipt

• Other sources - Type and amount

General Income

40

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Asset income and balances/values for:• Checking and savings• Money market accounts or funds• Certificates of deposit• Mutual funds• Stocks• Municipal or corporate bonds• Government securities or savings bonds• Rental property and rental property mortgage

balance• Royalties• Other mortgages• Misc. investments

• Real estate owned • market value and balance owed

• Vehicles• Use, make-model-year, value, balance owed

• Business value

• Retirement accounts – balances

• Unsecured liabilities

Assets

41

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Health Insurance:• Follow-up questions for Medicare• Medicaid utilization• Follow-up for types and combinations of other

coverage

• Medical Expenditures • Overall health status• Medical out-of-pocket expenses• Health care utilization• Hospitalization / doctor visits• Drug coverage

• Disability• Work limiting / preventing disabilities• Sensory disabilities (sight – hearing)• Physical functioning (walking, movement, stairs,

lifting)• Cognitive functioning (remembering, concentrating,

making decisions)• ADL / IADL Summary (personal and routine needs)• Duration of limitation with respect to reference period.

Health

42

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Children lived elsewhere with other parent during reference year

• Number of children

• Requirement to pay child support

• Amount of monthly support paid

• Total time spent with these children (average per month

Child support

• Type of arrangements used in typical week

• Working parents:• Care during work hours• Amount paid for care while working• Subsidized and source of subsidy

• Non-working parents:• Care in a typical/target month• Amount paid for care• Subsidized and source of subsidy

Child care

43

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

• Housing – Neighborhood – Material well-being• Housing quality – cracks or holes in walls, floor, ceiling• Satisfaction with general state of repair• Neighborhood – safety assessment• Neighborhood – stay in because of safety• Noise / litter – problems in neighborhood• Satisfaction with neighborhood

• Basic Needs• Time in reference period when unable to meet

essential expenses• Difficulty paying utilities during reference period• Food sufficiency

• Child Well-being• Days in past week read stories to child. (0-5 years)• Number of days in past week with 20 min. or more

concentrated physical activity (children 6-17 years)• Schoolwork / homework attitude (children 6-17 years)• Number of hours on an average school day that child

watches TV or plays video games. (children 6-17 years)

Well-being

44

DEWS Survey• Scope – content similar to SIPP

• broader than core

• longitudinal content retained

• Better integration of concepts

• Increased efficiency • processing and instrument designed

together

• reduced annual respondent burden

• Reduced cost through annual administration

Front

Coverage

Demographics


Residence History






Assets / Balances


Lump Sum - etc.




Back



Child Well-Being

Landmark EventsEHC

CALENDAR

Type 2 Roster/Info

Relationship

Enrollment

45

Reimbursable supplements

47

URL: http://www.sipp.census.gov/sipp/dewsSource: U.S. Census Bureau, Demographics Survey Division,

Survey of Income and Program Participation branch

Census Bureau Links: Home · Search · Subjects A-Z · FAQs · Data Tools · Catalog · Census 2000 · Quality · Privacy Policy · Contact Us

http://www.census.gov/index.html

http://www.census.gov/main/www/srchtool.html

http://www.census.gov/main/www/subjects.html

http://ask.census.gov/

http://www.census.gov/main/www/access.html

https://censuscatalog.mso.census.gov/esales/

http://www.census.gov/main/www/cen2000.html

http://www.census.gov/qdocs/www/

http://www.census.gov/privacy/

http://www.census.gov/main/www/contacts.html

http://www.census.gov/

http://www.sipp.census.gov/sipp/news_list_notes.html

http://www.sipp.census.gov/sipp/usrguide/sipp2001.pdf

1 The New Dynamics of Economic Well-being System (DEWS) An Update December 18, 2006.

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Transcript of 1 The New Dynamics of Economic Well-being System (DEWS) An Update December 18, 2006.