April 8, 2016

The 2020 Census: A New Design for the 21st Century Presentation for the Census Information Center and State Data Center Steering Committee

The 2020 Census Estimated Lifecycle Costs

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The 2020 Census is being conducted in a rapidly changing environment, requiring a flexible design that takes advantages of new technologies and data sources while minimizing risk to ensure a high quality population count.

2020 Census

Constrained fiscal

environment

Rapidly changing use

of technology

Information explosion

Distrust in government

Declining response

rates

Increasingly diverse

population

Informal, complex living

arrange-ments

A mobile population

The 2020 Census The 2020 Census Environment

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Overarching Goal: To count everyone once, only once, and in the right place Challenge Goal: Conduct a 2020 Census at a lower cost per housing unit (adjusted for inflation) than the 2010 Census, while maintaining high quality results

Focus on Four Key Innovation Areas

The 2020 Census Goals and Key Innovation Areas

Reengineering Address Canvassing

Optimizing Self-Response

Utilizing Administrative

Records and Third-Party Data

Reengineering Field Operations

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Reduce the nationwide In-Field Address Canvassing by developing innovative methodologies for updating and maintaining the Census Bureau’s address list and spatial database throughout the decade.

In-Office Address Canvassing

Continual Research and Updating Ongoing Process for In-Office Canvassing

In-Field Address Canvassing

Address List and Spatial Database

Where Should We

Start?

The 2020 Census: Establish Where to Count Reengineering Address Canvassing

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Generate the largest possible self-response, reducing the number of households requiring follow-up.

The 2020 Census: Motivate People to Respond Optimizing Self-Response

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Use technology to more efficiently and effectively manage the 2020 Census fieldwork.

Streamlined Office and Staffing Structure

• Automated and optimized work assignments

• Automated recruiting, training, payroll and expense reporting

• Ability to conduct address updates and enumeration on same device

• Reduced paper and manual processing

Area Manager of Operations

Census Field Managers

Census Field Supervisors

Listers and Enumerators

Increased use of Technology

• Increased visibility into case status for improved workforce management

• Redesigned quality assurance operations

• Improved communications

Increased Management and Staff Productivity

The 2020 Census: Count the Population Reengineering Field Operations

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Use information people have already provided to reduce expensive in-person follow-up.

Reduce Field Workload for Followup Activities

Remove vacant and nonresponding occupied housing units from the nonresponse followup workload

Optimize the number of contact attempts

Validate Respondent Submissions

Validate respondent addresses for those without a Census ID and prevent fraudulent submissions

Increase Effectiveness of Advertising and Contact

Strategies

Support the micro-targeted advertising campaign

Create the contact frame (e.g., email addresses and telephone numbers)

Improve the Quality of the Address List

Update the address list Validate incoming data from federal, tribal, state, and local governments

The 2020 Census: Count the Population Utilizing Administrative Records and Third-Party Data

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The 2020 Census A New Design for the 21st Century

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The 2020 Census Contracts

Census Questionnaire Assistance (CQA) Integrated Communications Contract (ICC)

The Census Questionnaire Assistance operation (CQA) has two primary functions: • Provide questionnaire assistance for respondents by answering questions about

specific items on the Census form or other frequently asked questions about the Census

• Tier 1: Provide telephone assistance via an Interactive Voice Response (IVR) • Tier 2: Provide real-time assistance over the telephone or other electronic

channels (web chat and email) via CQA agents • Provide an option for respondents to complete a Census interview over the telephone

2020 Census Questionnaire Assistance Purpose

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Acquisition Milestones Target Date(s)

Small Business Review and Approval November 6, 2015 Publish Draft RFP and Voluntary Down Select Instruction November 16, 2015 CITRB/ARB at Commerce November 23, 2015 Formal Notification to Vendors of Voluntary Down Select Decision December 15, 2015 RFP Release January 6, 2016 Pre-Proposal Conference January 11, 2016 Initial Proposals Due February 29, 2016 Discussions/Oral Presentations/Site Visits April 11-22, 2016

Final Proposals Due May 2, 2016

Contract Award June 15, 2016

2020 Census Questionnaire Assistance Milestones

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Title – 2020 Census Integrated Communications Contract

Description – Procurement for acquiring services to plan, design, produce, implement, and monitor an integrated communications program for the 2020 Census

Requirements – These may include research and data analytics; marketing; advertising; public relations; partnership support; emerging communications technologies; and project management

Importance • This contract supports the 2020 Census Program’s mission to conduct a complete and accurate census in

2020 • The partnership and communications program is the public face of the census • This contract is a key foundation for a successful census • We have learned a great deal from the last two censuses • This knowledge has been instrumental in designing the plans for communications in 2020 including this

contract

Source Selection Sensitive

2020 Census Integrated Partnership and Communications Program Overview

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Activity Target Date(s)

Release Draft RFP December 11, 2015 Hold Pre-Solicitation Conference and Vendor Expo December 18, 2015 Release Final RFP January 19, 2016 Receive Written Proposals from Offerors February 22, 2016 Conduct Initial Evaluation February 24 - March 18, 2016

Conduct Oral Presentations and Discussions April 11 - May 5, 2016

Conduct Final Evaluation and Consensus June 6 - July 15, 2016

Source Selection Announcement/Award August 17, 2016

Integrated Communications Contact Milestones

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The 2020 Census 2016 Census Test

2020 Census Lifecycle

2016 Census Test Where Are We Today?

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• April 1, 2016 Census Day • A site test in parts of Harris County, TX and

Los Angeles County, CA • Language diversity • Demographic diversity • High vacancy rates • Varying levels of Internet usage • Multiple locations across different time

zones • Approximately 225,000 housing units in

each test area

2016 Census Test Overview

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Refine technologies and methods associated with Self-Response and Nonresponse Followup operations

Self-Response:

• Provide non-English support for respondents with limited English proficiency – both in terms of our contact strategies and response options

• Form partnerships and conduct outreach efforts to reach historically hard to count populations

• Refine Real Time Non-ID Processing methods • Test languages utilizing non-Roman characters (Chinese and Korean) in all response

modes Nonresponse Followup:

• Finalize the strategy for using administrative records in support of Nonresponse Followup

• Test multiple ratios of enumerators to supervisors • Implement enhanced procedures for conducting interviews at multi-unit structures and

via proxy • Continue to refine our use of technology and automation to reengineer field operations

2016 Census Test Purpose

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RESPONSE DATA FRAME PUBLISH DATA

Paper Data Capture

Forms Printing and Distribution

Integrated Partnership & Communications

Census Questionnaire Assistance

Non-ID Processing

Redistricting Data

Data Products and

Dissemination

Count Review

Archiving

Local Update of Census Addresses

Address Canvassing

Geographic Programs

Update Enumerate

SUPPORT

Infrastructure Decennial

Service Center

IT Infrastructure Decennial Logistics

Management

Census/Survey Engineering Systems

Engineering & Integration

Security, Privacy, and

Confidentiality

Content and Forms Design

Language Services

Program Management

Program Management

Internet Self-Response

Enumeration at Transitory Locations

Nonresponse Followup

Group Quarters

Federally Affiliated Americans Count

Overseas

Response Processing

Count Question Resolution

Field Infrastructure

TEST AND EVALUATION Coverage Measurement

Design & Estimation Coverage

Measurement Matching Coverage Measurement

Field Operations Evaluations and

Experiments

OTHER CENSUSES Island Areas

Censuses

Focus of the Test

Required to Support the

Test

NOT Included in

the Test 2016 Census Test Operations

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• Five Self-Response Contact Strategy Panels • Multiple mailings to encourage self-response • Partnerships to reach demographically diverse populations • Provide language support to Limited English Proficient populations

• Non-English questionnaires (Internet, paper, Census Questionnaire Assistance, Nonresponse Followup)

• Multilingual brochures • Envelopes with messages written in non-English languages

• New Internet software application PRIMUS • Refinement of Real-Time Non-ID Processing methods

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2016 Census Test Self-Response: Overview

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Five Self-Response Contact Strategy Panels with Multiple Mailings

Panel Contact 1 March 21, 2016

Contact 2 March 24, 2016

Contact 3 April 4, 2016

Contact 4 April 11, 2016

Contact 5 Nonresponse

Followup

1 Internet Push Letter Postcard Postcard

Mail Questionnaire

+ Letter Postcard*

2 Internet Push with reminder letter

Letter Letter Postcard Mail

Questionnaire + Letter

Postcard*

3 Internet Push with language brochure

Brochure + URL Postcard Postcard

Mail Questionnaire

+ Brochure/URL Postcard*

4 Internet Push with language insert

Letter + Insert Postcard Postcard

Mail Questionnaire + Letter/Insert

Postcard*

5 Internet Choice Mail Questionnaire

+ Letter Postcard Postcard

Mail Questionnaire

+ Letter Postcard*

2016 Census Test Self-Response: Contact Strategies

*Weekly NRFU mailings will occur to any addresses removed from the NRFU workload as a result of our administrative records modeling process.

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2016 Census Test Self-Response: Partnerships

• Partners for the 2016 Census Test Sites • Houston - 97 Partners • Los Angeles - 43 Partners

• Partnership Commitment Activities for the 2016 Census Test Sites

• Houston - 102 Activities • Los Angeles - 41 Activities

• Partnership specialists have also provided recruiting support for the Field staff

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Partnerships Toolkit Partnership Toolkits were developed for both Harris County, TX and Los Angeles County, CA

Contents include: • Fast facts about the 2016 Census Test • Email Samples • Article Samples • Event Hosting Tips • Social Media Content • A list of places with public computers • Important Internet URLs

2016 Census Test Self-Response: Partnerships

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Language Materials Provided for the 2016 Census Test

Operation/Materials Non-English Languages

Internet Questionnaire Spanish, Chinese (Simplified), Korean

Paper Questionnaire (and mailing materials) Spanish, Chinese (Simplified), Korean

Nonresponse Followup Questionnaire (and field materials)

Spanish, Chinese (Simplified), Korean

Census Questionnaire Assistance Interview Spanish, Chinese (Mandarin, Cantonese), Korean, Vietnamese, Tagalog, Arabic, French

Web Pages with Fact Sheet and FAQs Spanish, Chinese (Simplified), Korean, Vietnamese, Japanese, Tagalog, Arabic, Farsi, Dari, French, Burmese, Thai

2016 Census Test Self-Response: Language Materials

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New Internet Software Application PRIMUS

2016 Census Test Self-Response: Internet (CEDCaP System)

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2016 Census Test Self-Response: Non-ID Processing

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Questionnaire in Four Languages - English, Spanish, Chinese, and Korean

2016 Census Test Self-Response: Questionnaire

Spanish Chinese Korean

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The 2016 Census Test will allow us to operationalize our new methods and new technology across multiple locations and time zones during nonresponse followup. Our objectives related to nonresponse follow up include:

• Determine the nonresponse followup strategy for the 2020 Census – how do we use administrative records to reduce the nonresponse followup universe and to determine the number of contacts we make with each nonresponding housing unit

• Refinement of the field management staffing structure • What is the best ratio of enumerators to local supervisors of operations and local

supervisors of operations to field managers of operations • Enhancements to the Operational Control System and COMPASS • Refinement of the path in COMPASS to conduct proxy interviews • Automated applications for field recruiting and administration • Multi-unit accessibility and contact procedures

We will also focus on quality control in this test:

• Use of paradata and GPS points collected during interview • Reinterview functionality • Use of administrative records for in-house quality control

2016 Census Test Reengineering Field Operations

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Streamlined Office and Staffing Structure

• Automated and optimized work assignments

• Automated recruiting, training, payroll and expense reporting

• Ability to conduct address updates and enumeration on same device

• Reduced paper and manual processing

Area Manager of Operations

Census Field Managers

Census Field Supervisors

Listers and Enumerators

Increased use of Technology

• Increased visibility into case status for improved workforce management

• Redesigned quality assurance operations

• Improved communications

Increased Management and Staff Productivity

2016 Census Test Reengineering Field Operations

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2016 Census Test Reengineering Field Operations: COMPASS (CEDCaP System)

Note: Screenshot contains test data. 30

Milestone Date

Announced 2016 Site Selections Area Operations Support Center (AOSC) June 26, 2015 Published Federal Register Pre-Submission Notice August 4, 2015 Opened Regional Census Centers September 24, 2015 Began Recruiting November 2, 2015 Received OMB Approval January 14, 2016 Opened Houston, TX AOSC January 25, 2016 Opened Los Angeles, CA AOSC February 23, 2016 Begin Self-Response Data Collection March 21, 2016

Census Day April 1, 2016

Begin Nonresponse Followup (NRFU) May 12, 2016

2016 Census Test Milestones

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Looking Ahead

The 2020 Census The 2020 Census Key Upcoming Activities

2016 Census Test (April 1st Census Day) 2016 Address Canvassing Test Boundary and Annexation Survey – Governmental entities receive their annual invitation to update their legal boundaries Award Contract for the 2020 Census Questionnaire Assistance (CQA) Award Integrated Communications Contract

2017 Census Test (April 1st Census Day) Topics to Congress – by March 31, 2017 Local Update of Census Addresses – Invitations sent to governmental entities to participate in review of our Master Address File and is complete in 2018

2018 End-to-End Test (April 1st Census Day) Question Wording to Congress – by March 31, 2018.

Partnership Program – Launch of the partnership program Complete Count Committees – Formation of committee’s should be complete

Advertising – Begins in early 2020 Census Day – April 1, 2020 Nonresponse Followup – Begins in late April and continues until late June/early July Apportionment Counts to the President – by December 31, 2020

Redistricting Counts to the States – by March 31, 2021

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Outreach for the 2016 Census Test

Serve as an Ambassador for the 2016 Census Test • Share the importance of participating in the 2016 Census Test • Use the FAQs and Fact Sheets from the 2016 Census Test webpage http://www.census.gov/programs-surveys/decennial-census/2020-census/research-testing/testing-activities/2016-census-test/about.html

Integrator with the Partnership Specialist • Open doors with their contacts for the Partnership Specialists • Provide local Partnership Specialists with suggestions on whom to talk within Harris County, TX or LA County,

CA about the 2016 Census Test • Identify places where Partnership Specialists can set up for people to self-respond to the 2016 Census Test

• For example, Partnership Specialist attends CIC or SDC meetings or conferences

The 2020 Census How can you help?

Harris County, TX Angeles Ortega 720-962-3872 (office) 303-653-1798 (cell) angeles.orgega@census.gov Eduardo Guity 301-763-9794 (office) 202-329-1574 (cell) eduardo.i.guity@census.gov

Los Angeles County, TX Luz Castillo 818-267-1738 (office) 818-515-3748 luz.m.castillo@census.gov Jerry Wong 818-267-1763 (office) 818-653-5143 (cell) jerry.b.wong@census.gov

Partnership Specialists

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Geographic Programs • The SDC is a critical resource in communicating with local government the importance of

participating in Geographic Partnership Programs such as the Local Update of Census Address (LUCA) and the Boundary Annexation Survey (BAS)

• We hope the SDC will continue to provide training opportunities to local governments on how to respond to the Geographic Programs and the importance this participation is to the success of the 2020 Census

The 2020 Census How can you help? (continued)

2020 Census Connect with Us

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Sign up for and manage alerts at https://public.govdelivery.com/accounts/USCENSUS/subscriber/new More information on the 2020 Census: http://www.census.gov/2020Census

facebook.com/uscensusbureau twitter.com/uscensusbureau

youtube.com/user/uscensusbureau

instagram.com/uscensusbureau

pinterest.com/uscensusbureau

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