# Presentation: 230253

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

- December 18, 2006

## Reengineering the SIPP 

## 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**

## 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

## 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

## 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

## URL: http://www.sipp.census.gov/sipp/

**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](http://www.census.gov/index.html)__ · __[Search](http://www.census.gov/main/www/srchtool.html)__ · __[Subjects A-Z](http://www.census.gov/main/www/subjects.html)__ · __[FAQs](http://ask.census.gov/)__ · __[Data Tools](http://www.census.gov/main/www/access.html)__ · __[Catalog](https://censuscatalog.mso.census.gov/esales/)__ · __[Census 2000](http://www.census.gov/main/www/cen2000.html)__ · __[Quality](http://www.census.gov/qdocs/www/)__ · __[Privacy Policy](http://www.census.gov/privacy/)__ · __[Contact Us](http://www.census.gov/main/www/contacts.html)__ __                                                                                       _

**  **

- Assessing Users’ Needs

## 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**

## 2004         2005         2006         2007         2008         2009          2010

- Data  Collection
- 2/04 – 5/07

**2004         2005         2006         2007         2008         2009          2010**

- DEWS Data
- Collection
- 2009 and on

- DEWS Planning
- 2006 – 2009

- SIPP ’04 Panel
- Data  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**

## Agenda

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

## DEWS Content Determination 

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

## 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)

## 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

## DEWS Content Determination

- _Outcomes_
-   Need to retain most of SIPP content
-   Opportunities to update outdated or imperfect questions
-   Addition of strategic “hooks” to core

## 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

## 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!*

## 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.

## 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

## 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

## 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

## 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

## 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

## 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

## Stakeholder Summary

- Responding users indicated a broad need for most of SIPP core content.
- Select areas were added based on lost topical module content.

## 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

## 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

## 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.

## 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

## 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.

## 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

## 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

## 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)

## 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

## 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

## 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

## EHC Health Insurance

- Monthly coverage
- Type of coverage – public, private, employer provided
- Coverage owner
- Accepting multiple spells / combinations

## 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 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

- 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)

- Labor Force

## 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

## 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

## 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.

## 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

- 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

## 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)

## 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

## Reimbursable supplements

## Slide 46

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

**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](http://www.census.gov/index.html)__ · __[Search](http://www.census.gov/main/www/srchtool.html)__ · __[Subjects A-Z](http://www.census.gov/main/www/subjects.html)__ · __[FAQs](http://ask.census.gov/)__ · __[Data Tools](http://www.census.gov/main/www/access.html)__ · Catalog · Census 2000 · Quality · Privacy Policy · Contact Us __                                                                                       _

**  **