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

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. 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 Dynamics of Economic Well-being Goals

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. Assessing Users’ Needs 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

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. 2004 2005 2006 2007 2008 2009 2010 SIPP ’04 Panel Data Collection 2/04 – 5/07 SIPP ’04 Panel Data Files Released 9/05 – 2/08 DEWS Planning 2006 – 2009 DEWS Data Collection 2009 and on 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

11. DEWS Content Determination Optimal content design designed to facilitate meeting program's goals: Accuracy Timeliness Relevance Cost reduction

12. DEWS Content Determination • 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. DEWS Content Determination • What • More limited scope than SIPP • Use of "hook“ questions to supplementary data collections • Questions asked only one-time a year • Reference previous calendar year

14. DEWS Content Determination Outcomes Need to retain most of SIPP content Opportunities to update outdated or imperfect questions Addition of strategic “hooks” to core

15. DEWS Content Determination Schedule Topical sessions scheduled for late winter/early spring 2007 Spring 2007 deadline for 2009 content Recurring process with each future panel

16. DEWS Content Determination 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.

18. Stakeholder Summary Demographics • 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

19. Stakeholder Summary Programs 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 Summary General Income • Social Security – Coverage • Retirement from job/business • Transfer, Property, Poverty, or Other Income and/or Earnings Totals for Persons/Families/Households

21. Stakeholder Summary Labor 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 Summary Assets • 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 Summary Health • 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

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

27. Type 2 Roster/Info Who 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.

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

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.

30. 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. Marriage / Cohabitation / and Fertility History • Monthly marital status – with spouse pointer • Monthly cohabitation status – with partner pointer • Indicators for births during the reference period

31. 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. 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

32. EHC Labor Force • 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)

33. EHC Unemployment • 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

34. 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

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

36. EHC Health Insurance • Monthly coverage • Type of coverage – public, private, employer provided • Coverage owner • Accepting multiple spells / combinations

37. Labor Force • 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

38. Labor Force • 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 • 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)

39. General Income • 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

40. Assets • 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

41. Health • 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.

42. Child support • 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 care • 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

43. Well-being • 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)

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

45. Reimbursable supplements

47. URL: http://www.sipp.census.gov/sipp/dews 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