Developing an Integrated Annual Survey: Project Overview

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The Census Bureau is embarking on a comprehensive effort to create a new program called the Annual Integrated Economic Survey (AIES). This project involves assessing economic surveys, stakeholder engagement, record-keeping studies, and pilot surveys to enhance data collection processes. The focus is on aligning program requirements, standardizing data management practices, and leveraging technology for systematic solutions.


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  1. Developing an Integrated Annual Survey Developing an Integrated Annual Survey FCSM - November 2021 Any views expressed are those of the author and not necessarily those of the Census Bureau. The Census Bureau has reviewed this data product for unauthorized disclosure of confidential information. (Approval ID: CBDRB-FY22-ESMD006-003) 1

  2. Project Background The Census Bureau requested the Committee on National Statistics to review our portfolio of annual economic surveys. Economic Directorate leadership assessed the recommendations and determined the scope. The end result of this large-scale effort will be a new program called the Annual Integrated Economic Survey (AIES). 2

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  4. Drivers of this Effort

  5. Stakeholders Communication is key! 5

  6. Accomplishments Finalized a Stakeholder Engagement Plan Completed a draft of the Annual Program Requirements Built a content repository and identified content for new AIES modules Conducted a record-keeping study to see how businesses maintain their books and get a better idea of data accessibility 6

  7. Accomplishments (cont.) Carried out a coordinated collection pilot, consolidating contacts and communication within companies in multiple in-scope surveys Completed a prototype list of business units in-scope to AIES Studied feasibility of coordinated sampling across all in-scope programs Determined the sampling unit 7

  8. Current & Upcoming Work Use sound data management principles to standardize variable names to align across programs, including the Economic Census Conduct a Pilot Survey in 2022 (for survey year 2021) Determine program requirements and systematic solutions, leveraging latest technology Develop the production frame and conduct sample design research Align edit & imputation methodology and micro/macro review tools Create table layout plans for publication 8

  9. Key Tasks/Deliverables Key Task/Deliverable Planned Timeframe Conduct cognitive testing Oct. 2021 Mar. 2022 Complete the pilot survey Jan. Dec. 2022 Deliver production frame methodology and programs Sept. 2022 Finalize instrument requirements Oct. 2022 Obtain the sample Jul. - Aug. 2023 Perform usability testing Jul. - Aug. 2023 Receive production-ready instrument Mail the Annual Integrated Economic Survey Dec. 2023 Jan.-Mar. 2024 Release new products 2025 9

  10. Challenges Establishing the appropriate collection unit Determining which processing system to use since current in- scope surveys process data in different systems Planning for a pilot given tight timeframes and stretched resources Knowing what to test from a research perspective Availability of enterprise solutions Adequate resources and competing priorities 10

  11. Contacts: James.N.Burton@census.gov AIES Program Coordinator Blynda.K.Metcalf@census.gov AIES Product Owner Jenna.Morse@census.gov AIES Project Manager 11

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