Two Demographic Surveys: Survey of Income and Program Participation - - PowerPoint PPT Presentation

two demographic surveys
SMART_READER_LITE
LIVE PREVIEW

Two Demographic Surveys: Survey of Income and Program Participation - - PowerPoint PPT Presentation

Two Demographic Surveys: Survey of Income and Program Participation (SIPP) ~ Current Population Survey (CPS) Jason Fields Jason.M.Fields@Census.Gov Using Secondary Data for Analysis of Marriage and Family ICPSR Summer Program Workshop July


slide-1
SLIDE 1

1

Two Demographic Surveys:

Survey of Income and Program Participation (SIPP) ~ Current Population Survey (CPS)

Jason Fields Jason.M.Fields@Census.Gov

Using Secondary Data for Analysis of Marriage and Family ICPSR Summer Program Workshop

July 24 25, 2008

slide-2
SLIDE 2

2

SIPP

slide-3
SLIDE 3

3

SIPP Basics

  • National panel survey - sample size between about 11,000

to 36,700 interviewed households

  • The duration of each panel from 2½ yrs to 4 yrs
  • The SIPP sample is a multistage-stratified sample of the

U.S. civilian noninstitutionalized population

  • The survey uses a 4-month recall period
  • The sample is divided into 4 rotation groups for monthly

interviewing

  • Interviews are conducted by personal visit and by

decentralized telephone

slide-4
SLIDE 4

4

Survey of Income and Program Participation

  • Some History
  • In 1984 the first ‗panel‘ of the Survey of Income and Program

Participation was developed and fielded. The SIPP was designed as a tool for measuring family and individual transitions into and out

  • f assistance programs.
  • The data available could not answer the questions of the period –

What are the federal transfer programs doing for a family? Are people/families chronic receivers or do they enter and exit programs? ―Cross-sectional‖ data such as that from the CPS are not able to answer these questions about program dynamics. A new ―Longitudinal‖ survey was developed.

slide-5
SLIDE 5

5

  • Households are sampled and the respondents in these households

are interviewed at 4 month intervals (waves) for the life of the panel (3-4 years). At each interview detailed household, family and economic information is collected for the previous four months (reference period).

  • The SIPP ‗core‘ information is used to measure poverty, program

receipt, and other labor force and family characteristics. As in the CPS the core information in the SIPP is supplemented with Topical Modules.

Survey of Income and Program Participation

  • Design
slide-6
SLIDE 6

6

2007 Reference Period Waves and Rotations

SIPP 2004 PANEL REFERENCE PERIOD MONTHS IN CALENDAR YEAR 2007 BY ROTATION GROUP ROTATION GROUP 1 2 3 4 CALENDAR MONTH Ref. Period Intvw. Month Ref. Period Intvw. Month Ref. Period Intvw. Month Ref. Period Intvw. Month 2006 October W9 November W9 December W10 W10 W9 2007 JANUARY W9 FEBRUARY W10 MARCH W10 W10 APRIL W10 W10 MAY W11 W10 JUNE W11 W11 JULY W11 W11 AUGUST W11 W11 SEPTEMBER W12 W11 OCTOBER W12 W12 NOVEMBER W12 W12 DECEMBER W12 W12 2008 January W12 ** FEBRUARY 2008 – START OF NEW 2008 PANEL **

slide-7
SLIDE 7

7

What does SIPP offer

  • Longitudinal monthly data for 3-4 year periods.
  • Interviews with all adult household members
  • Detailed information on labor force, income, programs, assets

and wealth, health insurance, and topical content

  • Covariates that change monthly or wavely
  • Large enough sample to look at rare program usage
slide-8
SLIDE 8

8

slide-9
SLIDE 9

9

SIPP Topical Content

  • In addition to the monthly or wavely data collected in the SIPP

‗core‘ there is a variety of topical content included less frequently

  • Some modules are annual, some historical – asked once early

in the panel, and some may occur less than annually or only

  • nce
  • Asked of the respondents in the interviewed household at the

wave the supplement is fielded

slide-10
SLIDE 10

10

DRAFT

slide-11
SLIDE 11

11

DRAFT

slide-12
SLIDE 12

12

SIPP Child Well Being Topical Module

  • Topical module that addresses children‘s well being and daily

activities.

  • Topics covered include:
  • Living arrangements
  • Child care experiences (less detail than Child Care

Topical Module)

  • Daily interactions with parents
  • Academic experiences
  • Parents‘ educational expectations
slide-13
SLIDE 13

13

slide-14
SLIDE 14

14

SIPP Fertility History, Employment, and Maternity Leave Topical Modules

  • Topical module that addresses trends in maternity leave and

maternal employment.

  • Topics covered include:
  • Mother‘s employment history before, during, and after

pregnancy.

  • Maternity leave benefits (paid, unpaid, or disability)
  • Asked of women between 15 to 64.
  • Separate fertility history module asked of adult women—first

and last birth, number of births. Adult men are asked number of births.

slide-15
SLIDE 15

15

slide-16
SLIDE 16

16

slide-17
SLIDE 17

17

SIPP Child Care Topical Module

  • Topical module that addresses trends in the use, mix of

arrangements, and cost of child care

  • Topics covered include:
  • Types of arrangements
  • Cost of child care
  • Trends and patterns of use
  • Receipt of government assistance for child care
  • Beginning with the 1996 panel, child care information was

collected about all arrangements for all children under 15 regardless of parental labor force status. Earlier panels only collected data on the primary and secondary child care arrangements for the three youngest children.

slide-18
SLIDE 18

18

slide-19
SLIDE 19

19

SIPP Marital History Topical Module

  • Topical module that addresses the marital history of adults.

Asked in wave 2.

  • Topics covered include:
  • Ever married adult men and women are asked about

their marital history.

  • Collects:
  • Number of times married.
  • Dates of up to 3 marriages, and whether/how they

ended.

slide-20
SLIDE 20

20

slide-21
SLIDE 21

21

SIPP Household Relationship Topical Module

  • Topical module that asks Household members their relationship

to all other household members. Asked in wave 2.

  • Includes detail such as:
  • Type of parent/child relationship (bio, step, adopted)
  • Type of sibling relationship (bio, half, step, adopted)
  • Grandparent/grandchild
  • Uncle/aunt and nephew/niece
  • Father/mother-in-law and brother/sister-in-law
slide-22
SLIDE 22

22

slide-23
SLIDE 23

23

slide-24
SLIDE 24

24

CPS

slide-25
SLIDE 25

25

Current Population Survey – Some History

  • The 1930‘s – The Great Depression – Record levels of

unemployment….? How bad was it? – Policy makers knew that it was bad, but had no data to base policy on. – Trends: Was it getting better or worse, were the policies working?

  • By the early 1940‘s, a Monthly National Labor Force Survey was

initiated jointly with the Bureau of Labor Statistics (BLS) and the Census Bureau. This was the foundation for the CPS, still run jointly with the Census Bureau and BLS.

slide-26
SLIDE 26

26

Organizing Principles of CPS

  • The Current Population Survey (CPS) is a monthly survey of

about 50,000 households conducted by the Bureau of the Census for the Bureau of Labor Statistics. The survey has been conducted for more than 50 years.

  • 4-8-4 sampling scheme. A household is interviewed for 4

successive months, then not interviewed for 8 months, then returned to the sample for 4 months after that.

  • Includes a number of ―supplements‖ on subjects of interest to

researchers and policy makers.

slide-27
SLIDE 27

27

Current Population Survey – Design

  • Household addresses are sampled (not people).
  • The ‗core‘ information used to measure unemployment, poverty,

and other labor force characteristics were supplemented in the late 1940s with additional topical questions. Some of the supplements occur yearly and some less often

slide-28
SLIDE 28

28

Current Population Survey (CPS) Supplements

2008-2012 Survey Years

2008 2009 2010 2011 2012 January

Displaced Workers

Unbanked / Underbanked

Displaced Workers

Tobacco Use

Displaced Workers

February ASEC ASEC ASEC ASEC ASEC March ASEC ASEC ASEC ASEC ASEC April ASEC/Child Support ASEC ASEC/Child Support ASEC ASEC/Child Support May Participation in the Arts (OPEN) Tobacco Use (OPEN) (OPEN) June Fertility (OPEN) Fertility (OPEN) Fertility July (OPEN) (OPEN) (OPEN) (OPEN) (OPEN) August

Immigration/Emmi gration

Veterans Tobacco Use Veterans (OPEN) September Volunteers Volunteers Volunteers Volunteers Volunteers October

School Enroll/Valid. Study

School Enrollment School Enrollment School Enrollment School Enrollment November

Voting/Civic Engagement

(OPEN) Voting (OPEN) Voting December Food Security Food Security Food Security Food Security Food Security

DRAFT

slide-29
SLIDE 29

29

slide-30
SLIDE 30

30

CPS Universe

  • To be eligible to participate in the CPS, individuals must be 15

years of age or over and not in the Armed Forces.

  • People in institutions, such as prisons, long-term care hospitals,

and nursing homes are ineligible to be interviewed in the CPS.

slide-31
SLIDE 31

31

CPS Supplements of Interest

Annual Social and Economic (ASEC) Supplement

  • Provides supplemental data on work experiences, income, non-

cash benefits, and migration.

  • Information on nine non-cash income sources.
  • Child support (paid and received)
  • Information on training and assistance received under welfare

reform programs (e.g. job training, child care services)

  • Supplement takes place, yearly, in March.
  • Provides national poverty and health insurance estimates.
slide-32
SLIDE 32

32

slide-33
SLIDE 33

33

slide-34
SLIDE 34

34

CPS Supplements of Interest

School Enrollment Supplement

  • Data on school enrollment for person 3 years old and over.
  • Information includes:
  • Current grade attending (includes nursery school and

kindergarten

  • Attending a public or private schooL
  • Attending college full or part-time
  • Year last attended a regular school
  • Year graduated from high school
  • Supplement takes place in October every year.
slide-35
SLIDE 35

35

slide-36
SLIDE 36

36

CPS Supplements of Interest

Fertility Supplement

  • Asked of all female civilian household members 15-44 years of

age.

  • Data on number of live births and the date of the last child born.
  • Supplement takes place every other year in June.
slide-37
SLIDE 37

37

slide-38
SLIDE 38

38

Current Population Survey – Growth

  • During the 1960‘s the survey was expanded, both in content and

in sample size.

  • The survey is now seen by many users as a social survey, but

it‘s real purpose remains the generation of monthly labor force data and economic indicators data.

  • Currently upwards of 70,000 households per month are

surveyed depending on the supplement included – many recurring supplements and reports have been created on many

  • topics. This is the only large nationally representative monthly

data collection available from the Census Bureau.

slide-39
SLIDE 39

39

Using CPS to examine family dynamics

  • Large amount of demographic data on households
  • Several supplements that allow further examination of family dynamics
  • Large sample to estimate the characteristics of even very small

populations (e.g. cohabitors, single fathers)

  • New questions on basic CPS as of January 2007

– http://www.census.gov/population/www/documentation/twps08/twps08.pdf

slide-40
SLIDE 40

40

CPS vs. SIPP

CPS Cross-sectional survey Sample continually refreshed Provides historical comparisons SIPP Longitudinal survey design Tracks the same person over time Detailed data on family and economic dynamics

slide-41
SLIDE 41

41

Survey of Income and Program Participation

  • in comparison
  • While the SIPP data is more complex due to the amount of data

collected it provides much more detail, and the ability to measure

  • change. The CPS, a cross-sectional survey can not (usually) reflect

these dynamics.

  • For example – If the poverty rate remained at 10 percent for two

years…

– The CPS would say that the rate was constant for those two years, giving cross- sectional characteristics about the population in poverty and those receiving assistance. – The SIPP could add that it was different people making up that 10 percent and that most of the population in poverty received aid in short spells, but a small group was receiving assistance for the entire period. Additionally, adding information about job spells, family changes, and changes in other household characteristics.

  • At this point the SIPP is the most detailed source of information about

the family economy and dynamics and one of the best sources for looking at family, labor force, and program dynamics.

slide-42
SLIDE 42

42

Can‘t forget the other big survey - the ACS

slide-43
SLIDE 43

43

slide-44
SLIDE 44

44

slide-45
SLIDE 45

45

slide-46
SLIDE 46

46

Let‘s talk SIPP about data.

slide-47
SLIDE 47

47

SIPP DATA STRUCTURE

slide-48
SLIDE 48

48

Questionnaires

  • While traditional questionnaire booklets are no longer

produced – question text and instrument information are available for SIPP on the internet.

– SIPP http://www.census.gov/sipp/content.html

slide-49
SLIDE 49

49

Open Web for Item Info

slide-50
SLIDE 50

50

Hierarchical Data – more than one way

  • The Census Bureau employs a two-stage sample design to

select the SIPP sample. The two stages are (1) selection of primary sampling units (PSUs) and (2) selection of address units within sample PSUs.

  • These make up the ‗Structure‘ which people belong to following

their wave 1 interview. – In wave 1 – ONE address per structure – Later waves can have multiple interviewed addresses tied back to the same initial structure.

slide-51
SLIDE 51

51

Wave 1 Addid = 11 Wave 2 Addid = 21 Sep/Div – he left Wave 2 Addid = 11 Sep/Div – she and the kids stayed Wave 3 Addid = 31 Move – mom and the kids moved in with her parents Wave 3 Addid = 21 Partner moved in

slide-52
SLIDE 52

52

Hierarchical Data – more than one way

  • Within a wave there are structure (sample unit) level pieces of

information - ties back to the original sampled address

  • There are household level pieces of information - Tenure of

residence – receipt of energy assistance or free/reduced meals.

  • Person level pieces of information - Demographics etc, labor

force, some assets and wealth, etc.

  • Coverage units - TANF, Health Insurance, WIC, etc (where flags

are set indicating which other household members this information applies to)

  • Job / Business level - Where a person may have accumulated

multiple records for more than one job or program.

slide-53
SLIDE 53

53

What do you get from public use…

  • First – the files from the FTP site are already set up as person

month level files but have different reporting levels embedded.

– D THSSI 6 22 – T HH: Total Household Supplemental Security – Income Recode – Aggregated total household Supplemental – Security Income for this month. (ISS code – = 3 or 4) – U All persons – D EJOBCNTR 2 800 – T LF: Number of jobs held during the reference – period – U All persons 15+ at the end of the reference – period who had at least one job for an – employer or another work arrangement during – the reference period. EPOPSTAT = 1

slide-54
SLIDE 54

54

  • - D EJBHRS1 2 899

– T JB: Usual hours worked per week at this job – How many hours per week did ... usually – work at all activities at this job? – U All persons 15+ at the end of the reference – period who had a job during the reference –

  • period. EPOPSTAT = 1 and EPDJBTHN = 1 and

– (EJOBCNTR > 0 or ECFLAG = 1) – D EJBHRS2 2 975 – T JB: Usual hours worked per week at this job – How many hours per week did ... usually – work at all activities at this job? – U All persons 15+ at the end of the reference – period who had two or more jobs during the – reference period. (Excludes contingent – workers.) EPOPSTAT = 1 and EPDJBTHN = 1 and – EJOBCNTR > 1 and ECFLAG not equal to 1

slide-55
SLIDE 55

55

Key Demographic Concepts in SIPP

  • Relationship to householder item – wavely/monthly
  • Marital status – wavely/monthly
  • Parents and children – wavely/monthly
  • Changes in household composition – monthly
slide-56
SLIDE 56

56

Relationship to reference person

  • D ERRP 2 578
  • T PE: Household relationship
  • U All persons
  • V 1 .Reference person with related persons in household
  • V 2 .Reference Person without related persons in household
  • V 3 .Spouse of reference person
  • V 4 .Child of reference person
  • V 5 .Grandchild of reference person
  • V 6 .Parent of reference person
  • V 7 .Brother/sister of reference person
  • V 8 .Other relative of reference person
  • V 9 .Foster child of reference person
  • V 10 .Unmarried partner of reference person
  • V 11 .Housemate/roommate
  • V 12 .Roomer/boarder
  • V 13 .Other non-relative of reference person
slide-57
SLIDE 57

57

Relationship matrix wave 2

  • D ERELAT01 2 721
  • T RL: The 1st person in the hh is this
  • person's [blank].
  • RELATE1 The 1st person in the household
  • is this person's [blank].
  • U All persons in the household regardless of
  • age; the reference person (or householder)
  • will usually be answering the questions for
  • the entire household.
  • V -1 .Not in universe
  • V 01 .Spouse
  • V 02 .Unmarried partner
  • V 10 .Biological parent
  • V 11 .Stepparent
  • V 12 .Step and adoptive parent
  • V 13 .Adoptive parent
  • V 14 .Foster parent
  • V 15 .Other parent
  • V 20 .Biological child
  • V 21 .Stepchild
  • V 22 .Step and adopted child
  • V 23 .Adopted child
  • V 24 .Foster child
  • V 25 .Other child
  • V 30 .Biological brother/sister
  • V 31 .Half brother/sister
  • V 32 .Step brother/sister
  • V 33 .Adopted brother/sister
  • V 34 .Other brother/sister
  • V 40 .Grandparent
  • V 41 .Grandchild
  • V 42 .Uncle/aunt
  • V 43 .Nephew/niece
  • V 50 .Father/mother-in-law
  • V 51 .Daughter/son-in-law
  • V 52 .Brother/sister-in-law
  • V 55 .Other relative
  • V 61 .Roommate/housemate
  • V 62 .Roomer/boarder
  • V 63 .Paid employee
  • V 65 .Other non-relative
  • V 99 .Self
slide-58
SLIDE 58

58

Marital Status

  • Basic marital status is recorded once per wave, though could

show monthly change off-seam due to household composition changes.

  • This is a bit of a catch as you look at timing and sequencing of
  • events. Ideally you would carefully look at lags and clumping of

transitions (seam bias).

  • Seasonal pattern - caution.
  • Marital history data from wave 2 gives detailed information for

adults

  • Including times married,
  • dates of marriage, separation and divorce for up to three

marriages.

  • Importantly – collects information for all men and women 15

and older who are ever married at the time of the interview.

slide-59
SLIDE 59

59

Parents and Children

  • For all SIPP respondents – the presence of both a mother and

father are recorded.

  • This information is recorded at the interview – therefore

wavely, but as household composition can change monthly so can this information.

  • Type of relationship between each child and their mother/father

are recorded (Bio, Step, Adopted).

  • Foster children are considered non-relatives and do not get the

pointers unless they actually identify a relationship other than foster child – especially likely in kin foster care arrangements.

slide-60
SLIDE 60

60

Data Ferrett Example with Kids.

slide-61
SLIDE 61

61

Changing Household Composition Longitudinal Data

slide-62
SLIDE 62

62

Open SIPP SAS code – brief walk through

slide-63
SLIDE 63

63

Some SIPP Pitfalls

  • Attrition – Know who you have in your sample
  • Seam Bias – Check the month-to-month transition distributions
  • Statistical Significance – Use the source and accuracy sections,

replicate weights, and design effects properly

  • Weighting – It‘s not just for estimating or comparing to national

totals – Normalize

  • Longitudinal comparisons and censoring
slide-64
SLIDE 64

64

Let‘s talk about CPS data.

slide-65
SLIDE 65

65

CPS Data Characteristics

  • The data are collected primarily from a single household

respondent – usually by phone.

  • Monthly data from CPS include the basic household

composition, demographics, and labor force information.

  • Most data family researchers use come from the March

Supplement (now called Annual Social and Economic Supplement).

  • Internally organized as person – family – household level data

elements.

  • Public use files merge these to the person level – subfamily

information is added for related subfamilies.

slide-66
SLIDE 66

66

Relationship to reference person

  • D A-EXPRRP 2 13 (01:14)
  • Expanded relationship code
  • V 01 .Reference person with relatives
  • V 02 .Reference person without
  • V .relatives
  • V 03 .Husband
  • V 04 .Wife
  • V 05 .Own child
  • V 07 .Grandchild
  • V 08 .Parent
  • V 09 .Brother/sister
  • V 10 .Other relative
  • V 11 .Foster child
  • V 12 .Nonrelative with relatives
  • V 13 .Partner/roommate
  • V 14 .Nonrelative without relatives
slide-67
SLIDE 67

67

Relationship to reference person

  • D PERRP 2 742 (1:18)
  • Expanded relationship categories
  • U All persons
  • V 01 .Reference person w/rels.
  • V 02 .Reference person w/o rels.
  • V 03 .Spouse
  • V 04 .Child
  • V 05 .Grandchild
  • V 06 .Parent
  • V 07 .Brother/sister
  • V 08 .Other rel. of ref. person
  • V 09 .Foster child
  • V 10 .Nonrel. of ref. person w/rels.
  • V 11 .Not used
  • V 12 .Nonrel. of ref. person w/o
  • V . rels.
  • V 13 .Unmarried partner w/rels.
  • V 14 .Unmarried partner w/o rels.
  • V 15 .Housemate/roommate w/rels.
  • V 16 .Housemate/roommate w/o rels.
  • V 17 .Roomer/boarder w/rels.
  • V 18 .Roomer/boarder w/o rels.
slide-68
SLIDE 68

68

Household and Family Status

D HHDFMX 2 37 (01:51) Detailed household and family status In household: V In primary family: V 01 .Householder V 02 .Spouse of householder V Child of householder: V Under 18, single (never married): V 03 .Reference person of subfamily V 04 .Not in a subfamily V Under 18, ever-married: V 05 .Reference person of subfamily V 06 .Spouse of subfamily reference V .person V 07 .Not in a subfamily V 18 years and over, single (never V married): V 08 .Head of a subfamily V 09 .Not in a subfamily V 18 years and over, ever-married: V 10 .Reference person of subfamily V 11 .Spouse of subfamily reference V .person V 12 .Not in a subfamily V 13-22 .Not used V Grandchild of householder: V Under 18, single (never married): V 23 .Reference person of subfamily V 24 .Child of a subfamily V 25 .Not in a subfamily V Under 18, ever-married: V 26 .Reference person of subfamily V 27 .Spouse of subfamily reference V .person V 28 .Not used V 29 .Not in a subfamily V 18 years and over, single (never V married): V 30 .Reference person of a subfamily V 31 .Not in a subfamily V 18 years and over, ever-married: V 32 .Reference person of subfamily V 33 .Spouse of subfamily reference V .person V 34 .Not in a subfamily V Other relative of householder: V Under 18, single (never married): V 35 .Reference person of subfamily V 36 .Child of subfamily reference V .person V 37 .Not in a subfamily V Under 18, ever married: V 38 .Reference person of subfamily V 39 .Spouse of subfamily reference V .person V 40 .Not in a subfamily V 18 years and over, single (never V married): V 41 .Reference person of a subfamily V 42 .Not in a subfamily V 18 years and over, ever-married: V 43 .Reference person of subfamily V 44 .Spouse of subfamily reference V .person V 45 .Not in a subfamily V In unrelated subfamily: V 46 .Reference person of unrelated V .subfamily V 47 .Spouse of unrelated subfamily V .reference person V 48 .Child < 18, single (never- V .married) of unrelated subfamily V .reference person V Not in a family: V 49 .Nonfamily householder V 50 .Secondary individual V 51 .In group quarters

slide-69
SLIDE 69

69

CPS Families

  • Family - A family is a group of two people or more (one of whom

is the householder) related by birth, marriage, or adoption and residing together; all such people (including related subfamily members) are considered as members of one family.

  • Family group - A family group is any two or more people (not

necessarily including a householder) residing together, and related by birth, marriage, or adoption. The count of family groups includes family households, related subfamilies, and unrelated subfamilies.

  • Family household - A family household is a household

maintained by a householder who is in a family.

  • http://www.census.gov/population/www/cps/cpsdef.html
slide-70
SLIDE 70

70

New 2007 CPS Relationship Information

  • Two new indicators introduced in 2007 on the Current Population

Survey improved data collection among unmarried partner couples and their children.

  • First, questions were added to the survey that directly linked unmarried partners

living together in the same household. Before 2007, unmarried partner couples in the CPS were detected through a question asking how each person was related to the householder. The addition of a new direct question yielded improved data in 2007. Specifically, unmarried household members were linked to their specific unmarried partners present in the household, thus improving the estimation of unmarried couple family groups nationwide.

  • Second, a new indicator was added that linked children to a second parent

present in their households. Prior to 2007, children who were living with two unmarried parents could not be linked to both parents and were tabulated as the child of either a single mother or a single father. With the addition of a second parent pointer in 2007, children are now linked to both parents, if present, in their households, regardless of the marital status of the parents.

slide-71
SLIDE 71

71

  • The direct question in ASEC 2007 captured proportionately more of these

non-householder couples than did the Household Relationship Topical Module in SIPP 2004.

  • ASEC 2007 captured an additional 1.1 million cohabiting couples, 21

percent over the traditional method of household relationship identification alone, which yielded 5.2 million unmarried partner households. This increase was composed of about 380,000 previously unidentified couples (other than those containing the householder) plus 690,000 who reported cohabiting with the householder although not identifying themselves as an unmarried partner in the relationship to householder item.

  • The SIPP topical module resulted in an additional 357,000 cohabiting

couples, 7 percent over the 5.1 million captured using the relationship to householder item.

New 2007 CPS Relationship Information

slide-72
SLIDE 72

72

Open CPS SAS code – brief walk through

slide-73
SLIDE 73

73

Changing Household Composition Longitudinal Data

  • Yes – Even with CPS…-
slide-74
SLIDE 74

74

slide-75
SLIDE 75

75

slide-76
SLIDE 76

76

Open Web NBER - CEPRData

slide-77
SLIDE 77

77

Some CPS Pitfalls

  • Statistical Significance – Use the source and accuracy sections,

replicate weights, and design effects properly

  • Weighting – It‘s not just for estimating or comparing to national

totals – Normalize

  • Matching to published numbers is not straightforward
  • Causality – can‘t do it (well - at all)
slide-78
SLIDE 78

78

SIPP Event History Calendar Background and Development

slide-79
SLIDE 79

79

  • Dating Major Life Events using a CAPI/CASI Event History Calendar in Add Health.
  • Event History Data: Lessons from the NSLY79.
  • Programming and Implementation of Two Event History Calendars in the Panel Study of Income Dynamics.
  • Examining the Impact of Event History Calendar Interviewing on Data Quality from Disadvantaged Respondents.
  • Impact of the Event History Calendar on Seam Effects in the PSID: Lessons for SIPP.
  • Training Issues for Using the EHC Method within SIPP.
  • Description of plans for a SIPP calendar validation study: Study design and analysis.
  • The Use of Landmark Events in EHC-Interviews to Enhance Recall Accuracy.
  • The Design and Use of an Event History Calendar in the Los Angeles Family and Neighborhood Survey: Results and Lessons.
  • A Multi-Method Evaluation of the Use of an Event History Calendar.
  • Seam Bias in the 2004 SIPP Panel: Much Improved, but Much Bias Still Remains.
  • Timeline Data Collection and Analysis: Time Diaries and Event History Calendar Methods.

Conference: U.S. Census - PSID Conference on the Event History Calendar Method

The PSID hosted a two-day conference on the Event History Calendar Method for the U.S. Census Bureau on December 5-6, 2007 in Washington, DC. The goal of the conference was to provide scientific expertise to the Census in the enhancement of the SIPP in the area of event history calendars as a data collection tool.

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

Papers Presented at the U.S. Census - PSID Conference on the Event History Calendar Method

slide-80
SLIDE 80

80

  • Department of Agriculture

– Model food stamp eligibility and measure food stamp participation

  • Department of Health and Human Services

– Measure the economic effect of disabling conditions on children and adults, and determine "triggers" that cause people to go on or to go off programs.

  • Social Security Administration

– Model SSI benefits, and the restructuring of Social Security such as age threshold changes.

  • Congressional Budget Office and Congressional Research

Service

– Use micro-simulation to measure participation in major government programs

Current Uses of SIPP

slide-81
SLIDE 81

81

Reengineering Goals

  • Cost reduction
  • Improved accuracy
  • Improved timeliness

and accessibility

  • Improved relevance
  • Use of annual data collection
  • Focused content selection
  • Improve integration across SIPP concepts
  • Focus on improving recall and responses
  • Improved documentation
  • Improved processing system
  • Stakeholder input
  • Explore strengths from ACS and

administrative records

slide-82
SLIDE 82

82

Stakeholder Concerns

  • SIPP provides unique detail at the monthly level

– Can the EHC provide similar detail?

  • SIPP addresses recall concerns by frequent administration

– Can any annual survey facilitate comparable recall quality?

  • Program data are a key data element of SIPP

– Do the inconclusive/negative findings in prior EHC tests for AFDC/TANF and Food Stamps preclude the use of this method?

  • Data comparability and evaluation are crucial

– How do SIPP data collected via EHC compare with questionnaire data?

slide-83
SLIDE 83

83

The Unique Value of SIPP

  • 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

slide-84
SLIDE 84

84

What is an event history calendar (EHC)?

  • An EHC interview is centered around a

customized calendar that shows the reference period under investigation

  • The calendar contains timelines for different

domains, for example, residence history, household composition, work history, and other domains relevant to the topic of study

  • Landmark events, such as holidays and

birthdays can be used to aid the respondent‘s memory

slide-85
SLIDE 85

85

A few other surveys with Event History Calendars

  • Panel Study of Income Dynamics – Univ. of Michigan
  • National Survey of Family Growth – CDC/NCHS
  • National Survey of Adolescent Health (AddHealth) - Univ. of North

Carolina

  • Los Angeles Family and Neighborhood Survey – UCLA
  • English Longitudinal Study of Ageing – NatCen UK, University College

London and the Institute for Fiscal Studies.

  • Health and Retirement Study – Univ. Michigan (Nat. Inst. Ageing)
  • 1998 National Retrospective Demographic Survey (EDER) – Mexico

(INEGI)

slide-86
SLIDE 86

86

Origin: Balán et al. study (1969)

  • Reaction to the problems of life history data

collection: – Focus on few cases: representativeness – Lengthy life histories – Problematic data collection – Difficulty to process and analyze statistically the data

  • Example: ―The Polish Peasant‖ by Thomas and

Znaniecki (1958)

slide-87
SLIDE 87

87

slide-88
SLIDE 88

88

Freedman et al. 1988

  • Most cited paper across all disciplines
  • Acknowledges Balán and Blum studies
  • Month as unit of analysis
  • Calendar can handle categorical, ordinal and interval variables
  • Very detailed explanation on how to record responses
  • Domains by row and years (month) by column
slide-89
SLIDE 89

89

slide-90
SLIDE 90

90

slide-91
SLIDE 91

91

slide-92
SLIDE 92

92

SIPP calendar aided interview test 1989 to 1991

slide-93
SLIDE 93

93

Analysis and Evaluation of EHC Instruments

  • Reliability – High levels of agreement with previously collected

questionnaire based data.

  • Domains

– Marriage, births, residential moves, school enrollment, labor force (all showed good agreement) – Concerns - AFDC/Food Stamps

  • Mode - Phone and in-person almost same degree of consistency.
  • Validation – Limited record check studies – designed into the first

SIPP field test evaluation.

  • Reduction of seam bias
slide-94
SLIDE 94

94

2008 Field Test Basics

  • A reinterview evaluation and validation test

– Reinterview of current 2004 panel SIPP respondents to recollect information for calendar year 2007 – Pairwise comparison of responses from the two data sources – Validation of responses using administrative records matched at the individual level

  • Paper instrument (Control card, EHC, and Assets Questions)
  • Interviewer debriefings and qualitative analyses to refine concepts

and training procedures

slide-95
SLIDE 95

95

SECTION 1: Household Members SECTION 2: Household Demographics SECTION 3: Spouse/Parent Relationships Person line #

A1

FIRST NAME

A2

MIDDLE NAME

A3

LAST NAME

B

Sex

C

Relationship to Person 1

D

Date of Birth MM/DD/YYYY

E

Age

F

Hispanic

G

Race Code(s)

H

(15+) Educ Code

I

(15+) Ever in Armed Forces?

J

(15+) Marital Status Code

K

Spouse lives here? Enter line #

L

Mother lives here? Enter line #

M

Father lives here? Enter line # Person line # 1 M F [Person 1] / / Y N Y N 1 2 M F / / Y N Y N 2 3 M F / / Y N Y N 3 4 M F / / Y N Y N 4 5 M F / / Y N Y N 5 6 M F / / Y N Y N 6 PERSON LINE # (HH ROSTER): First, I need to list all the people who live or stay at this address – that is, people who live and sleep here most of the time. Let’s begin with the name of the person or one of the persons who owns or rents this home.

  • C. RELATIONSHIP: Please look at Flashcard A [RELATIONSHIPS] and tell me what is (your / …’s) relationship to [PERSON 1]?

(1) Husband/Wife (2) Unmarried Partner (3) Child (biological/step/adopted) (4) Grandchild (5) Mother/Father (6) Brother/Sister (7) Other Relative (uncle/cousin/mother -in-law/father-in-law/etc.) (8) Foster Child (9) Housemate/Roommate (10) Roomer/Boarder (11) Other Non-Relative

  • F. HISPANIC: (Are you / Is …) Spanish, Hispanic, or Latino?
  • G. RACE: Please choose one or more races from Flashcard B [RACE] that (you / …) consider(s) (your/him/her)self to be. [MARK 6 FOR “OTHER”]

(1) White (2) Black or African American (3) American Indian or Alaska Native (4) Asian (5) Native Hawaiia n or Other Pacific Islander

  • H. EDUCATION: Please look at Flashcard C [EDUCATION]. What is the highest level of school (you have / … has) completed, or the highest degree (you have / he/she has) received?
  • J. MARITAL STATUS: (Are you / Is …) currently (1) married, (2) widowed, (3) divorced, (4) separated, or (5) (have you / has …) never been married?

SECTION 4: Instructions

1) IF THERE ARE MORE THAN 12 PERSONS, WRITE DOWN THE NUMBER OF PERSONS WHO DID NOT GET LISTED. IF 12 OR FEWER PEOPLE, ENTER „0‟.__________ 2) CIRCLE THE PERSON LINE NUMBER IN THE FIRST COLUMN TO INDICATE RESPONDENT FOR THIS CONTROL CARD. 3) IN COLUMN E, CIRCLE THE AGES OF PERSONS AGE 15 AND OLDER. 4) COUNT TOTAL NUMBER OF PERSONS AGE 15 AND OLDER. RECORD HERE AND TEXT BOX AT TOP. ________ 5) COMPLETE AN EVENT HISTORY CALENDAR WITH EACH PERSON AGE 15 AND OLDER (IF AT ALL POSSIBLE), OR WITH A PROXY IF PERSON IS UNAVAILABLE. Control Number: Household Address: FR Code: __________________ FR Code: __________________ FR Code: __________________ Was a Debit Card Promised? Circle: Y N IF YES, Debit Card # _______________________________________ Household Contact Name: _____________________________ Household Contact Phone #_______________________ Total Number of HH Members age 15+: ______ OMB #: 0607-0725 Expiration Date: 08/31/2010 Form Name: SIPP-EHC2008CC NOTICE – Your report to the U.S. Census Bureau is confidential by law (Title 13, U.S. Code). It may be seen only by individuals who are sworn for life to protect the confidentiality of these data and may be used only for statistical purposes. RECORD EACH VISIT ON “CONTACT LOG” INTRODUCTION: Hello, I’m _________ from the U.S. Census Bureau. Here is my ID card. We are conducting a survey on the economic situation of people who live in the United States, and I have some questions to ask you. We sent a letter to your address describing our study and letting you know that I’d be visiting. Did you get that letter? SHOW LETTER IF NECESSARY, AND DESCRIBE STUDY AS NEEDED. CC RESPONDENT MUST BE A MEMBER OF THE HOUSEHOLD AT LEAST 15 YEARS OLD. BEGIN FILLING HH ROSTER. LIST OWNER / RENTER ON LINE 1.

slide-96
SLIDE 96

96

Control Number: ____________________________ Date: _______/_______/2008 ENTER LINE # OF HH Member: ___ ___ FR Code: ____________________ CHECK ONE: [ ] Self response [ ] Proxy – Enter Line # of Proxy ___ ____

2007 EVENT HISTORY CALENDAR

K Assets General Assets – Here are some questions about assets [you/NAME] may have owned during 2007. First, retirement accounts -- At any time in 2007 did [you/NAME] own… Owned in 2007? Individual
  • r Joint?
Enter line # K10 In 2007, did [you/NAME] own any other assets that produced income, such as rental property, mortgages which provided payments, or any other financial investments? [ ]-Yes  CONTINUE WITH K11 [ ]-No  END ( [ ]-D [ ]-R )  END K1 An Individual Retirement Account (IRA) or a Keogh Account? Y N K2 A 401(k), 403(b), or thrift plan? Y N Special Assets Owned in 2007? Individual or Joint? Enter line # Next are assets that can be owned individually or co-owned with someone else. At any time in 2007 did [you/NAME] own any… K11 Did [you/NAME] own any municipal or corporate bonds? Y N I J K3 U.S. Government savings bonds? Y N I J K12 U.S. Government securities? Y N I J K13 How about mortgages that provide payments? Y N I J K4 interest-earning checking accounts? Y N I J K14 Any rental property? Y N I J K5 any savings accounts? Y N I J K15 Royalties? Y N I J K6 money market deposit accounts, or money market funds? Y N I J K16
  • r any other financial investments?
Y N I J K7 How about certificates of deposit, or CDs? Y N I J K8 Any mutual funds (apart from retirement accounts)? Y N I J K9 Or stocks (apart from retirement accounts)? Y N I J FOR EACH OWNED ASSET ASK: Did [you/NAME] own [asset] individually, or was it jointly with someone else? CIRCLE “I” OR “J” IF JOINT ASK: Who were the other owners? ENTER LINE #‟s OF ALL CO-OWNERS [USE “99” FOR NON-HH CO-OWNERS] CHECK POINT: ARE ANY BOXES CIRCLED „Y‟ IN K4 - K9? IF YES  ASK K11 – K16 IF NO  ASK K10 A WINTER SPRING SUMMER FALL WINTER January February March April May June July August September October November December Landmark Events First, I want to ask you about what we call “landmark events” – important things that happened to you last year. These events are
  • ften very useful in helping people recall when
  • ther things happened. So, take a moment to
think about major events in your life in 2007. For example: Were there any births or deaths of people important to you? Did you get married, divorced, or separated? Did you get promoted? Did you have a serious injury or illness? When did these events occur? Started before January 2007 Cont’d. into 2008 OMB #: 0607-0725 Expiration Date: 08/31/2010 Form Name: SIPP-EHC2008CAL NOTICE – Your report to the U.S. Census Bureau is confidential by law (Title 13, U.S. Code). It may be seen only by individuals who are sworn for life to protect the confidentiality of these data and may be used only for statistical purposes. B Residences – When did [you/NAME] move into this current residence? [Have you / Has HE-SHE] lived here continuously since then? [Where live before that? When/What months? Etc.] ASK FOR EACH RESIDENCE: [Is/Was] this residence Public Housing, Section 8, or part of another housing program? Current Residence: RECORD ONLY WHETHER IT IS Pub Housing (PH), Sec 8 (S8), Oth Prog (OP), (NONE) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Former Address: RECORD ADDRESS AND Pub Housing (PH), Sec 8 (S8), Oth Prog (OP), (NONE) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Former Address: RECORD ADDRESS AND Pub Housing (PH), Sec 8 (S8),Oth Prog (OP), (NONE) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec C School Enrollment -- [Enrolled in school now?] [ ]-YES  [When start? Continuous? Any other times in 2007? When?/What months?] [ ]-NO  [Enrolled at any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] (“enrollment “ = regular school/college/vocational education leading to degree/certificate) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec D Labor Force – Now I’d like you to consider work [you do / NAME does] for pay. This includes a regular job or business, but I also want you to think about any other work for pay, no matter how small, including odd jobs, moonlighting, consulting, on-call work, day labor, and one-time jobs. [Are you / Is NAME] working for pay now? [ ]-YES  [When start? Continuous? Any other times in 2007? When?/What months?] [ ]-NO  [Any paid work in 2007, no matter how small?] [ ]-Yes [ ]-No [When?/What months?] #1 Employer Occupation J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C CHECK ONE:  Employer  Self-Employed  Other Ending pay rate: Avg hrs/ wk ? #2 Employer Occupation J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C CHECK ONE:  Employer  Self-Employed  Other Ending pay rate: Avg hrs/ Wk ? #3 Employer Occupation J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C CHECK ONE:  Employer  Self-Employed  Other Ending pay rate: Avg hrs/ wk ? * * * * * RECORD ADDITIONAL EMPLOYERS ON NEXT PAGE * * * * * E Employment Summary – (1) ADD ACROSS ALL PAID WORK TO SHOW SPELLS OF PAID EMPLOYMENT IN 2007. (2) IF ANY GAPS: [Looking for work during [period] when not working for pay?] [ ]-Yes [ ]-No [When?/What months?] MARK ALL “GAPS” WITH Y’s (LOOKING) AND N’s (NOT LOOKING), AS APPROPRIATE. (1) Spells of paid employment (combined) J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C (2) Spells of looking (Y) and not looking (N) for work F Unpaid Labor – Did [you / NAME] do any unpaid work in a family business or farm, either now or at any time during 2007? [ ]-Yes [ ]-No [When?/What months?] J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C Control Number:______________________________ LINE # OF HH Member: ___ ___ EHC Introduction: Many of the questions in this interview ask about calendar year 2007. By "calendar year" we mean the entire 12 months between January 1st and December 31st, 2007. The questions ask about where (you / ...) lived, school enrollment, employment and unemployment, government programs, health insurance, and assets. SELF-RESPONSE INTERVIEW: START WITH SECTION A, "LANDMARK EVENTS." PROXY INTERVIEW: COPY ALREADY-REPORTED LANDMARKS TO THIS EHC; START WITH SECTION B, "RESIDENCES."
slide-97
SLIDE 97

97

Control Number: ____________________________ Date: _______/_______/2008 ENTER LINE # OF HH Member: ___ ___ FR Code: ____________________ CHECK ONE: [ ] Self response [ ] Proxy – Enter Line # of Proxy ___ ____

2007 EVENT HISTORY CALENDAR

K Assets General Assets – Here are some questions about assets [you/NAME] may have owned during 2007. First, retirement accounts -- At any time in 2007 did [you/NAME] own… Owned in 2007? Individual
  • r Joint?
Enter line # K10 In 2007, did [you/NAME] own any other assets that produced income, such as rental property, mortgages which provided payments, or any other financial investments? [ ]-Yes  CONTINUE WITH K11 [ ]-No  END ( [ ]-D [ ]-R )  END K1 An Individual Retirement Account (IRA) or a Keogh Account? Y N K2 A 401(k), 403(b), or thrift plan? Y N Special Assets Owned in 2007? Individual or Joint? Enter line # Next are assets that can be owned individually or co-owned with someone else. At any time in 2007 did [you/NAME] own any… K11 Did [you/NAME] own any municipal or corporate bonds? Y N I J K3 U.S. Government savings bonds? Y N I J K12 U.S. Government securities? Y N I J K13 How about mortgages that provide payments? Y N I J K4 interest-earning checking accounts? Y N I J K14 Any rental property? Y N I J K5 any savings accounts? Y N I J K15 Royalties? Y N I J K6 money market deposit accounts, or money market funds? Y N I J K16
  • r any other financial investments?
Y N I J K7 How about certificates of deposit, or CDs? Y N I J K8 Any mutual funds (apart from retirement accounts)? Y N I J K9 Or stocks (apart from retirement accounts)? Y N I J FOR EACH OWNED ASSET ASK: Did [you/NAME] own [asset] individually, or was it jointly with someone else? CIRCLE “I” OR “J” IF JOINT ASK: Who were the other owners? ENTER LINE #‟s OF ALL CO-OWNERS [USE “99” FOR NON-HH CO-OWNERS] CHECK POINT: ARE ANY BOXES CIRCLED „Y‟ IN K4 - K9? IF YES  ASK K11 – K16 IF NO  ASK K10 A WINTER SPRING SUMMER FALL WINTER January February March April May June July August September October November December Landmark Events First, I want to ask you about what we call “landmark events” – important things that happened to you last year. These events are
  • ften very useful in helping people recall when
  • ther things happened. So, take a moment to
think about major events in your life in 2007. For example: Were there any births or deaths of people important to you? Did you get married, divorced, or separated? Did you get promoted? Did you have a serious injury or illness? When did these events occur? Started before January 2007 Cont’d. into 2008 OMB #: 0607-0725 Expiration Date: 08/31/2010 Form Name: SIPP-EHC2008CAL NOTICE – Your report to the U.S. Census Bureau is confidential by law (Title 13, U.S. Code). It may be seen only by individuals who are sworn for life to protect the confidentiality of these data and may be used only for statistical purposes. D Labor Force (continued) Now I’d like you to consider work [you do / NAME does] for pay. This includes a regular job or business, but I also want you to think about any other work for pay, no matter how small, including odd jobs, moonlighting, consulting, on-call work, day labor, and one-time jobs. [Are you / Is NAME] working for pay now? [ ]-YES  [When start? Continuous? Any other times in 2007? When?/What months?] [ ]-NO  [Any paid work in 2007, no matter how small?] [ ]-Yes [ ]-No [When?/What months?] #4 Employer Occupation J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C CHECK ONE:  Employer  Self-Employed  Other Ending pay rate: Avg hrs/ wk ? #5 Employer Occupation J A N F E B M A R A P R M A Y J U N J U L A U G S E P O C T N O V D E C CHECK ONE:  Employer  Self-Employed  Other Ending pay rate: Avg hrs/ wk ? * * * * * RETURN TO PAGE 1 AND CONTINUE WITH SECTION E * * * * * G Workers Insurance Programs Unemployment – IF NOT EMPLOYED NOW: [Are you/Is NAME] currently receiving unemployment benefits? IF EMPLOYED NOW: Did [you/NAME] receive unemployment benefits at any time during 2007? [ ] -YES  [When start? Continuous? Other times in 2007? When?What months?] [ ] -NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] [ ]-Yes  FILL CALENDAR [When?/What months?] [ ]-No  GO TO WORKERS COMP FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $ $ $ $ $ $ $ $ $ $ $ $ Disability – [Are you/Is NAME] currently receiving any income due to a disability? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $ $ $ $ $ $ $ $ $ $ $ $ Workers Compensation – [Are you/Is NAME] currently receiving workers compensation? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $ $ $ $ $ $ $ $ $ $ $ $ Control Number: ______________________________ LINE # OF HH Member: ___ ___
slide-98
SLIDE 98

98

Control Number: ____________________________ Date: _______/_______/2008 ENTER LINE # OF HH Member: ___ ___ FR Code: ____________________ CHECK ONE: [ ] Self response [ ] Proxy – Enter Line # of Proxy ___ ____

2007 EVENT HISTORY CALENDAR

K Assets General Assets – Here are some questions about assets [you/NAME] may have owned during 2007. First, retirement accounts -- At any time in 2007 did [you/NAME] own… Owned in 2007? Individual
  • r Joint?
Enter line # K10 In 2007, did [you/NAME] own any other assets that produced income, such as rental property, mortgages which provided payments, or any other financial investments? [ ]-Yes  CONTINUE WITH K11 [ ]-No  END ( [ ]-D [ ]-R )  END K1 An Individual Retirement Account (IRA) or a Keogh Account? Y N K2 A 401(k), 403(b), or thrift plan? Y N Special Assets Owned in 2007? Individual or Joint? Enter line # Next are assets that can be owned individually or co-owned with someone else. At any time in 2007 did [you/NAME] own any… K11 Did [you/NAME] own any municipal or corporate bonds? Y N I J K3 U.S. Government savings bonds? Y N I J K12 U.S. Government securities? Y N I J K13 How about mortgages that provide payments? Y N I J K4 interest-earning checking accounts? Y N I J K14 Any rental property? Y N I J K5 any savings accounts? Y N I J K15 Royalties? Y N I J K6 money market deposit accounts, or money market funds? Y N I J K16
  • r any other financial investments?
Y N I J K7 How about certificates of deposit, or CDs? Y N I J K8 Any mutual funds (apart from retirement accounts)? Y N I J K9 Or stocks (apart from retirement accounts)? Y N I J FOR EACH OWNED ASSET ASK: Did [you/NAME] own [asset] individually, or was it jointly with someone else? CIRCLE “I” OR “J” IF JOINT ASK: Who were the other owners? ENTER LINE #‟s OF ALL CO-OWNERS [USE “99” FOR NON-HH CO-OWNERS] CHECK POINT: ARE ANY BOXES CIRCLED „Y‟ IN K4 - K9? IF YES  ASK K11 – K16 IF NO  ASK K10 A WINTER SPRING SUMMER FALL WINTER January February March April May June July August September October November December Landmark Events First, I want to ask you about what we call “landmark events” – important things that happened to you last year. These events are
  • ften very useful in helping people recall when
  • ther things happened. So, take a moment to
think about major events in your life in 2007. For example: Were there any births or deaths of people important to you? Did you get married, divorced, or separated? Did you get promoted? Did you have a serious injury or illness? When did these events occur? Started before January 2007 Cont’d. into 2008 OMB #: 0607-0725 Expiration Date: 08/31/2010 Form Name: SIPP-EHC2008CAL NOTICE – Your report to the U.S. Census Bureau is confidential by law (Title 13, U.S. Code). It may be seen only by individuals who are sworn for life to protect the confidentiality of these data and may be used only for statistical purposes. H Social Security [USE “99” FOR NON-HH BENEFICIARIES] Social Security – [Do you/does NAME] receive Social Security Retirement now? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Who do those benefits cover? (Who are they for?) Person number(s) of beneficiaries ____________________ $ $ $ $ $ $ $ $ $ $ $ $ *IF RECEIVES SOCIAL SECURITY ASK: Medicare Part B deduction – Some people who receive Social Security have an automatic deduction to pay for Medicare Part B. [Do you/does NAME] have the Medicare Part B Deduction now? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF DEDUCTION ASK: [How much (now/most recently)? When did that deduction amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec $ $ $ $ $ $ $ $ $ $ $ $ I Social Welfare [USE “99” FOR NON-HH BENEFICIARIES] Temporary Assistance for Needy Families (TANF) - Some people receive financial support in the form of Temporary Assistance for Needy Families, or TANF. [Do you/does NAME] get TANF now? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Who do those benefits cover? (Who are they for?) Person number(s) of beneficiaries ______________________ $ $ $ $ $ $ $ $ $ $ $ $ Food Stamps – Some people receive financial support in the form of Food Stamps. [Do you/does NAME] get Food Stamps now? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Who do those benefits cover? (Who are they for?) Person number(s) of beneficiaries ______________________ $ $ $ $ $ $ $ $ $ $ $ $ (FEMALES ONLY) WIC – Some people receive supplemental foods, health care referrals, or nutrition education through a program called Women, Infants and Children, or WIC. [Do you/does NAME] receive WIC benefits now? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] Who do those benefits cover? (Who are they for?) Person number(s) of beneficiaries ______________________ Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Supplemental Security Income (SSI) – Some people receive financial support for persons who are elderly, disabled, or blind in the form of Supplemental Security Income payments, or SSI. [Do you/does NAME] get SSI now? [ ]-YES  [When start? Continuous? Other times in 2007? When?/What months?] [ ]-NO  [Any time in 2007?] [ ]-Yes [ ]-No [When?/What months?] FOR ALL REPORTED MONTHS OF RECEIPT ASK: [How much (now/most recently)? When did that amount start? Amount differ for any month?] IF NECESSARY: [How much before that? When?/What months?] Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Who do those benefits cover? (Who are they for?) Person number(s) of beneficiaries ______________________ $ $ $ $ $ $ $ $ $ $ $ $ Control Number: _________________________________ LINE # OF HH Member: ___ ___
slide-99
SLIDE 99

99

Control Number: ____________________________ Date: _______/_______/2008 ENTER LINE # OF HH Member: ___ ___ FR Code: ____________________ CHECK ONE: [ ] Self response [ ] Proxy – Enter Line # of Proxy ___ ____

2007 EVENT HISTORY CALENDAR

K Assets General Assets – Here are some questions about assets [you/NAME] may have owned during 2007. First, retirement accounts -- At any time in 2007 did [you/NAME] own… Owned in 2007? Individual
  • r Joint?
Enter line # K10 In 2007, did [you/NAME] own any other assets that produced income, such as rental property, mortgages which provided payments, or any other financial investments? [ ]-Yes  CONTINUE WITH K11 [ ]-No  END ( [ ]-D [ ]-R )  END K1 An Individual Retirement Account (IRA) or a Keogh Account? Y N K2 A 401(k), 403(b), or thrift plan? Y N Special Assets Owned in 2007? Individual or Joint? Enter line # Next are assets that can be owned individually or co-owned with someone else. At any time in 2007 did [you/NAME] own any… K11 Did [you/NAME] own any municipal or corporate bonds? Y N I J K3 U.S. Government savings bonds? Y N I J K12 U.S. Government securities? Y N I J K13 How about mortgages that provide payments? Y N I J K4 interest-earning checking accounts? Y N I J K14 Any rental property? Y N I J K5 any savings accounts? Y N I J K15 Royalties? Y N I J K6 money market deposit accounts, or money market funds? Y N I J K16
  • r any other financial investments?
Y N I J K7 How about certificates of deposit, or CDs? Y N I J K8 Any mutual funds (apart from retirement accounts)? Y N I J K9 Or stocks (apart from retirement accounts)? Y N I J FOR EACH OWNED ASSET ASK: Did [you/NAME] own [asset] individually, or was it jointly with someone else? CIRCLE “I” OR “J” IF JOINT ASK: Who were the other owners? ENTER LINE #‟s OF ALL CO-OWNERS [USE “99” FOR NON-HH CO-OWNERS] CHECK POINT: ARE ANY BOXES CIRCLED „Y‟ IN K4 - K9? IF YES  ASK K11 – K16 IF NO  ASK K10 A WINTER SPRING SUMMER FALL WINTER January February March April May June July August September October November December Landmark Events First, I want to ask you about what we call “landmark events” – important things that happened to you last year. These events are
  • ften very useful in helping people recall when
  • ther things happened. So, take a moment to
think about major events in your life in 2007. For example: Were there any births or deaths of people important to you? Did you get married, divorced, or separated? Did you get promoted? Did you have a serious injury or illness? When did these events occur? Started before January 2007 Cont’d. into 2008 OMB #: 0607-0725 Expiration Date: 08/31/2010 Form Name: SIPP-EHC2008CAL NOTICE – Your report to the U.S. Census Bureau is confidential by law (Title 13, U.S. Code). It may be seen only by individuals who are sworn for life to protect the confidentiality of these data and may be used only for statistical purposes. [Are you/Is NAME] covered by any [ ]-YES  (1) Is that through… [ ] an employer or union?  FILL CALENDAR IN EMPLOYER ROW kind of health coverage or health [ ] the government?  ASK 2 plan now? [ ] or some other way?  ASK 5 ( [ ]-D [ ]-R )  FILL CALENDAR IN OTHER ROW (2) Is it through a job with the government? [ ]-Yes  ASK 3 [ ]-No (or [ ]-D [ ]-R )  ASK 4 (3) Is it related to military service or the VA? [ ]-Yes  FILL CALENDAR IN MILITARY ROW [ ]-No (or [ ]-D [ ]-R )  FILL CALENDAR IN EMPLOYER ROW (4) What type of government plan is it? Is it… [ ] Medicare?  FILL CALENDAR IN MEDICARE ROW [ ] Medicaid, SCHIP, or some other government assistance plan? [SEE BOX AT LEFT]  FILL CALENDAR IN MEDICAID ROW [ ] or is it related to military service or the VA?  FILL CALENDAR IN MILITARY ROW ( [ ]-D [ ]-R )  FILL CALENDAR IN OTHER ROW (5) Was it… [ ] directly purchased from an insurance company?  FILL CALENDAR IN DIRECT-PURCHASE ROW [ ] or is it through school, a parent or relative, or something else?  FILL CALENDAR IN OTHER ROW * * * * * * * * * * * * * * WHEN CALENDAR IS COMPLETE FOR REPORTED COVERAGE, ASK ABOUT ALL OTHER COVERAGE TYPES FOR 2007, THEN  (9) * * * * * * * * * * * * * * * * * * * * * [ ]-NO  (6) Just to be sure, [are you / is NAME] now covered by…. [ ] Medicare? ( [ ]-D [ ]-R ) [ ] Medicaid, SCHIP, or some other government assistance plan? [SEE BOX AT LEFT] [ ] or anything related to military service or the VA? IF ANY COVERAGE NOW  CHECK AND FILL CALENDAR; THEN ASK ABOUT ALL OTHER COVERAGE TYPES FOR 2007 IF NONE  ASK (7) (7) So [you have / NAME has] no coverage now, is that correct? [ ]-Correct, no coverage now  ASK (8) [ ]-NO, COVERED NOW  ASK (1-5) TO DETERMINE TYPE; FILL CALENDAR AS INSTRUCTED (8) How about during 2007? At any time from January 1st through the end of December [were you / was NAME] covered by any type of health coverage or health plan? [ ]-Yes  ASK (1-5) TO DETERMINE TYPE; FILL CALENDAR AS INSTRUCTED * * * * * * * * * * * * * * * * * * * * WHEN CALENDAR IS COMPLETE FOR REPORTED COVERAGE, ASK ABOUT ALL OTHER COVERAGE TYPES FOR 2007, THEN  (9) * * * * * * * * * * * * * * [ ]-No  MARK CALENDAR “UNINSURED” FOR ALL OF 2007; END HEALTH INSURANCE SECTION (9) CHECK FOR COVERAGE “GAPS;” CONFIRM UNINSURED AND MARK UNINSURED PERIODS ON CALENDAR; END HEALTH INSURANCE SECTION J Health Insurance [PROBE FOR MULTIPLE TYPES OF HEALTH INSURANCE, INCLUDING MULTIPLE TYPES AT THE SAME TIME] Employer-Sponsored Coverage INCLUDES COVERAGE FROM A SPOUSE’S OR PARENT’S EMPLOYER/UNION, ALSO FORMER EMPLOYERS/UNIONS Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Medicare (MAINLY FOR ELDERLY) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Medicaid, SCHIP, etc. (MAINLY FOR LOW INCOME) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Military or VA Coverage Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Directly-Purchased Coverage INCLUDES PLANS OBTAINED THROUGH TRADE GROUPS AND MEMBERSHIP ORGS SUCH AS THE ABA OR AARP Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Other Health Insurance CHECK ONE: -School -Parent/relative -Other (specify: _________________________ ) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Uninsured Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Control Number: ____________________________________ LINE # OF HH Member: ____ __

EXAMPLES OF STATE NAMES FOR MEDICAID / SCHIP / MEDICAL ASSISTANCE / ETC. ILKidCare, AllKids, FamilyCare, Health Connect MDHealth Choice, Maryland Children‘s Health Program NYSCHIP, Child Health Plus (CHPlus) TXSTAR, STAR PLUS, Primary Care Case Management (PCCM), Texas CHIP

slide-100
SLIDE 100

100

Control Number: ____________________________ Date: _______/_______/2008 ENTER LINE # OF HH Member: ___ ___ FR Code: ____________________ CHECK ONE: [ ] Self response [ ] Proxy – Enter Line # of Proxy ___ ____

2007 EVENT HISTORY CALENDAR

K Assets General Assets – Here are some questions about assets [you/NAME] may have owned during 2007. First, retirement accounts -- At any time in 2007 did [you/NAME] own… Owned in 2007? Individual
  • r Joint?
Enter line # K10 In 2007, did [you/NAME] own any other assets that produced income, such as rental property, mortgages which provided payments, or any other financial investments? [ ]-Yes  CONTINUE WITH K11 [ ]-No  END ( [ ]-D [ ]-R )  END K1 An Individual Retirement Account (IRA) or a Keogh Account? Y N K2 A 401(k), 403(b), or thrift plan? Y N Special Assets Owned in 2007? Individual or Joint? Enter line # Next are assets that can be owned individually or co-owned with someone else. At any time in 2007 did [you/NAME] own any… K11 Did [you/NAME] own any municipal or corporate bonds? Y N I J K3 U.S. Government savings bonds? Y N I J K12 U.S. Government securities? Y N I J K13 How about mortgages that provide payments? Y N I J K4 interest-earning checking accounts? Y N I J K14 Any rental property? Y N I J K5 any savings accounts? Y N I J K15 Royalties? Y N I J K6 money market deposit accounts, or money market funds? Y N I J K16
  • r any other financial investments?
Y N I J K7 How about certificates of deposit, or CDs? Y N I J K8 Any mutual funds (apart from retirement accounts)? Y N I J K9 Or stocks (apart from retirement accounts)? Y N I J FOR EACH OWNED ASSET ASK: Did [you/NAME] own [asset] individually, or was it jointly with someone else? CIRCLE “I” OR “J” IF JOINT ASK: Who were the other owners? ENTER LINE #‟s OF ALL CO-OWNERS [USE “99” FOR NON-HH CO-OWNERS] CHECK POINT: ARE ANY BOXES CIRCLED „Y‟ IN K4 - K9? IF YES  ASK K11 – K16 IF NO  ASK K10 A WINTER SPRING SUMMER FALL WINTER January February March April May June July August September October November December Landmark Events First, I want to ask you about what we call “landmark events” – important things that happened to you last year. These events are
  • ften very useful in helping people recall when
  • ther things happened. So, take a moment to
think about major events in your life in 2007. For example: Were there any births or deaths of people important to you? Did you get married, divorced, or separated? Did you get promoted? Did you have a serious injury or illness? When did these events occur? Started before January 2007 Cont’d. into 2008 OMB #: 0607-0725 Expiration Date: 08/31/2010 Form Name: SIPP-EHC2008CAL NOTICE – Your report to the U.S. Census Bureau is confidential by law (Title 13, U.S. Code). It may be seen only by individuals who are sworn for life to protect the confidentiality of these data and may be used only for statistical purposes.
slide-101
SLIDE 101

101

PSID 2003 EHC instrument

slide-102
SLIDE 102

102

English Longitudinal Survey of Aging

slide-103
SLIDE 103

103

Re-engineered SIPP Survey

  • Survey Instrument –

– Annual administration – Follow movers – Limited feedback

  • Calendar –

– Improvement on other designs by integrating more closely with Blaise, the instrument programming language.

  • Simultaneous development of

processing and instrument

Front Coverage Demographics Supplemental Screeners Residence History Presence of Mother and Father Labor Force (emp/unemp/leave)

  • Soc. Welfare and Other Progs.

Health Insurance Coverage Commuting, Work Schedule, Fertility Assets / Balances Annual Programs – Taxes – Lump Sum – Social Insurance – Child Support – Wrk Comp Amts – Other Programs Adult Well-Being, Food Sufficiency Health Expenditures - Disability Wrap-up and Missing Follow-up visit/call Info Back Landmark Events E H C C A L E N D A R Type 2 Roster/Info Marriage and Cohabitation School Enrollment Child Care Child Well-Being

slide-104
SLIDE 104

104

Time permitting – quick look at prototype

slide-105
SLIDE 105

105

slide-106
SLIDE 106

106

slide-107
SLIDE 107

107

slide-108
SLIDE 108

108

Contact Info

Jason M. Fields, MPH, PhD Family Demographer Housing and Household Economic Statistics Division 4600 Silver Hill Road US Census Bureau - Rm 7H480A Washington DC 20233 Phone: (301)763-2465 Fax: (301)763-3232 EMail: Jason.M.Fields@Census.Gov