NSFG_Attachments 1-5 and 7-9.pdf

Attachment 1: Screener Questionnaire (Sample)

Note: this screener was used for the 2015-2017 NSFG and updates to the italicized language below were made in subsequent years, in compliance with updates to OMB and Confidentiality requirements. A revision will be provided for the RFP to reflect relatively minor changes for the next contract.

THIS ITALICIZED TEXT CURRENTLY APPEARS ON SCREEN, IN COMPLIANCE WITH OMB GUIDELINES.

Public reporting burden of this collection of information is estimated to average 5 minutes per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. An agency may not conduct or sponsor, and a person is not required to respond to a collection of information unless it displays a currently valid OMB control number. Send comments regarding this burden estimate or any other aspects of this collection of information, including suggestions for reducing this burden to CDC/ATSDR Reports Clearance Officer; 1600 Clifton Road NE, MS D-74, Atlanta, GA 30333; ATTN: PRA (OMB No. 0920-0314)

Assurance of Confidentiality – All information which would permit identification of an individual, a practice, or an establishment will be held confidential, will be used only by NCHS staff, contractors, and agents only when required and with necessary controls, and will not be disclosed or released to other persons without the consent of the individual or establishment in accordance with section 308(d) of the Public Health Service Act (42 USC 242m) and the Confidential Information Protection and Statistical Efficiency Act (PL-107-347). By law, every employee as well as every agent has taken an oath and is subject to a jail term of up to five years, a fine of up to $250,000, or both if he or she willfully discloses ANY identifiable information about you.

CONFIRMA

Interviewer checkpoint:

This is sample ID [Sample ID preload]. You are at:

[Address number preload], [Street name preload] [Apartment number preload, if app] [City name preload], [State where Interview is being conducted preload], [Zip code preload]

If you have entered the wrong sample line, please suspend this case by pressing [Alt+X]

Please re-enter the numeric portion of the address to continue

INFORMANT

Who are you talking to now?

1. Household Member

5. Proxy Reporter DK Don’t Know RF Refused

HHPerson[1].NAME

I would like the name (or initials) of the people who usually live here.

Please include any unmarried children away from home living in a dormitory, fraternity or sorority.

Remember that this interview is completely voluntary and confidential.

If there is any question that you do not wish to answer, please let me know and we can move on to the next question.

Let's start with you, what is your name?

ENTER Name

HHPerson[1].SEX

If necessary, ask: (Is [Name of nth person in household] male or female?)

1. Male

2. Female

HHPerson[1].AGE_X

How old are you?

If necessary, ask: (How old were you on your last birthday?)

Age probes: Is the household member

14 or under? If yes, enter [14]. If no, continue;

15-17? If yes, enter [16]. If no, continue;

18-19? If yes, enter [18]. If no, continue;

20-49? If yes, enter [32]. If no, continue;

50 or older? If yes, enter [50].

ENTER [0] if less than 1 year

HHPerson[1].HISP

[F1]--Help

Do you consider yourself to be Hispanic or Latino?

1. Yes

5. No

HHPerson[1].RACE [Only if HHPerson[1].HISP = 5]

[F1]--Help

What race do you consider yourself to be?

READ list:

1. American Indian or Alaska Native

2. Asian

3. Native Hawaiian or other Pacific Islander

4. Black or African-American

5. White

HHPerson[1].DORMRES [Only if HHPerson[1].AGE_X = 17-22]

Do you live in a college or university dormitory, fraternity, or sorority during the school year?

EndRoster

Before we finish, are there any other members of this household who are currently living in a college or university dormitory, fraternity, or sorority?

If Informant says there are no others, enter [1] to continue

Otherwise, if Informant has more people to describe, press the [Up-arrow] to return to the roster screen and enter additional household information

VERROSTER

To ensure I have entered all the information correctly, I would like to review the list of household members with you. Please let me know if any of this information is incorrect.

Currently I have the following information about this household:

You're [Name of the nth person in the household] and you’re [Age of the nth person in the household] years old and consider yourself to be [Hispanic or Latino/American Indian or Alaska Native/Asian/Native Hawaiian or Other Pacific Islander/Black or African-American/White/F/M]

If there is incorrect information, step back to the roster screen, by pressing the [Up] arrow, and enter additional household information

ASK if necessary: (What should be changed?)

ENTER [1] once all information has been verified to be correct

EXITSCR1 [If informant is selected]

You have been selected for the study. May we begin the interview now?

(My home office may be calling you to verify that I was at the correct address and spoke with a household member.

For these reasons, may I have your telephone number?)

EXITSCR2 [If another member of household is selected]

[Name of the nth person in the household] has been selected to provide additional information for this study. May I speak to [Name of the nth person in the household] now?

(My home office may be calling you to verify that I was at the correct address and spoke with a household member.

For these reasons, may I have your telephone number?)

LANG

Please enter the likely interview language.

1. English

2. Spanish

3. Unknown

4. Other

SCOBS_2

These factors tend to increase the probability of a selected respondent being in an active sexual relationship with an opposite-sex partner:

Living in a segment that is not primarily residential Living in a many-unit building Being older Being male

Do you think the selected respondent is in an active sexual relationship with an opposite-sex partner?

SCOBS_3

What is the probability of getting the main interview?

1. High

2. Medium

3. Low

SCComplete

You have reached the end of the NSFG Screener

ENTER [1] to exit interview

EXITAGE [Would occur after VERROSTER only if no household member is between the ages of 15 and 49]

Thank you. In this study, we are only interviewing men and women between the ages of 15 and 49. So, these are all the questions I have for you now. On behalf of the University of Michigan, the US Public Health Service, and the US Department of Health and Human Services, I thank you for taking the time to help with this survey.

(My home office may be calling you to verify that I was at the correct address and spoke with a household member. For these reasons, may I have your telephone number?)

ENTER [1] to exit interview

Attachment 2: Female Questionnaire (Sample)

Please see the document linked below for the questionnaire that was used for the 2015-2017 NSFG data collection. This questionnaire is a sample. A revision will be provided for the RFP to reflect relatively minor changes for the next contract.

https://www.cdc.gov/nchs/data/nsfg/NSFG_2015-2017_FemaleCAPIlite_forPUF.pdf https://www.cdc.gov/nchs/data/nsfg/NSFG_2015-2017_FemaleCAPIlite_forPUF.pdf

Attachment 3: Male Questionnaire (Sample)

Please see the document linked below for the questionnaire that was used for the 2015-2017 NSFG data collection. This questionnaire is a sample. A revision will be provided for the RFP to reflect changes for the next contract.

https://www.cdc.gov/nchs/data/nsfg/NSFG_2015-2017_MaleCAPIlite_forPUF.pdf https://www.cdc.gov/nchs/data/nsfg/NSFG_2015-2017_MaleCAPIlite_forPUF.pdf

Attachment 4: Exhibit: From 2011-2019 Fieldwork, Fieldwork Report Format

Quarter x, began [date] and ends [date]

Current Status Quarter n Eligibility Rate HPI Total Sample

# iws completed

# screeners completed

Total Female Iws

Total Male Iws

Total Spanish Iws

Average Female Iw

Length

Average Male Iw Length

Average Spanish Iw

Length Current week (Week n of quarter) Current quarter (n) cumul since start of Q Current year (Year n) cumul since start of year leave blank leave blank leave blank

Previous

Same week, previous quarter leave blank leave blank leave blank

Same quarter, last year (quarter n) (cumulative from start of that Q, up to this week) leave blank leave blank leave blank

Average per quarter since start of fieldwork leave blank leave blank leave blank

Eligibility Rate HPI

(don't need total sample here) Total Iws # screeners completed

Total Female Iws

Total Male Iws

Total Spanish Iws

Average Female Iw

Length

Average Male Iw Length

Average Spanish Iw

Length Cumulative

PUF1 (Q1-Q8)

PUF2 (Q9-Q16)

etc

Number of interviews completed each quarter quarter # interviews Total for Year Q1 nn Q2 nn

Q3 nn Q4 nn nn Q5 nn Q6 nn Q7 nn Q8 nn nn etc

Long term production

Short term production

Attachment 5: Performance Matrix

Desired End Result, showing Section & (Deliverables)

Feature(s) of end result to be surveilled (Indicator)

The required performance level for each feature (Standard)

Monitoring Method

Incentives/ Disincentives

Quarterly Meeting & other Communication C.4.2 (B1-B3)

Accuracy of content;

Timeliness

As stated in Schedule of Deliverables and specified section of Contract

Quarterly technical reports; monthly financial reports;

weekly production reports to COR

Favorable or Unfavorable Performance Evaluation

Info Security, Confidentiality, & Disclosure risk, and Access to Confidential Data:

fulfillment C.4.3 (A1)

Conforms to requirements;

timeliness

Deliverables and specified section of Contract.

Quarterly technical reports; monthly financial reports;

weekly production reports to COR

Favorable or Unfavorable Performance Evaluation

Sample Design C.4.4 (C1-C2)

Cost-effectiveness;

Data quality

Deliverables and financial reports;

weekly production reports to COR

Favorable or Unfavorable

Screener and main Questionnaire Programs;

software/hardware C.4.5.1(D1-D7)

Accuracy;

Deliverables and financial reports;

weekly production reports to COR

Favorable or Unfavorable

Interviewer Materials C.4.5.2 (E1-E3)

Quality and ERB compliance

Deliverables and financial reports;

weekly production

Desired End Result, showing Section & (Deliverables)

Feature(s) of end result to be surveilled (Indicator)

The required performance level for each feature (Standard)

Monitoring Method

Incentives/ Disincentives

Fieldwork Status/Verification Reports 4.6.8, 4.7.1 (H1- H6)

Usefulness, Deliverables and

Quarterly technical reports; monthly financial reports;

weekly production

Interviewing:

sample yield, Resp Rate, Costs

4.6 (H1-H6)

Cost-effectiveness;

number of interviews; sample coverage;

completion rate/response rate;

other metrics as stated in contract

Deliverables and reports; monthly financial reports;

weekly

Public Use data files (4.8.3) K1-K9

Timeliness/Efficiency of production;

Usefulness for data users

Deliverables and reports; monthly financial reports;

weekly

Performance Evaluation

Screener experiment and results report and report proposing main experiment (4.10) L1, L2

Effectiveness, Clarity, usefulness, readability, Timeliness

Deliverables and reports; monthly financial reports;

weekly

Performance Evaluation

Methodology reports based on 2 years of fieldwork (4.9) L3, L4

Clarity, accuracy, readability, Deliverables and reports; monthly financial reports;

weekly

DRAFT Ver: 7/29/2017

Attachment 7: Exhibit: From 2010-2020 Contract, Example of Interviewer Training Agenda

Thursday, August 24 New Hire Registration (New Hires) (n=24)

Conference Room B and Board Room

New Hire Registration – Thursday, August 24, 2017

Time Topic Objectives 5:00–6:00pm

Registration for 24 New Hires, and 3 Trainers/Field Supervisors (FSs)

Complete administrative tasks in preparation for in-class training:

• Distribute tablet computers, headphones and handout for logging in (staff helper).

• Distribute security packets, verify NCHS confidentiality online training completed, check documents, create Fieldprint Profile (staff helper).

• Distribute academic calendars.

• Take photos for ID badges.

• Issue phone cards and phone pouches.

• Turn in any outstanding personnel paperwork.

• Sign electronic NSFG commitment statements.

• Distribute training agendas and room assignments.

• Check that Trainees have necessary documentation for eVerify on Tuesday/Wednesday.

[Trainers/Field Supervisors (FS)] and 24 New Hires travel in on Thursday, 8/24/17.

24 NHs (plus [3 trainers/FSs] ) register on Thursday, 8/24/17.

10 On-staffers travel in on Saturday, 8/26/17.

Friday, August 25 General Interviewer Training (GIT) Day 1

Conference Rooms C and D

GIT Day 1 – Friday, August 25, 2017

Session

Time

Topic Learning Objectives During this session, the trainee will…

Trainers

Tools

9:00-10:00am (60)

Welcome & Review of GIT Home Study concepts

• have time for questions from Home Study Guide

• be presented with the learning objectives for GIT

• have actively participated in an ‘ice breaker’ session

• feel the tone is set that allows them to learn, risk and succeed

• have a review of the GIT concepts

Kathy/Sharon

PPT+DDU

Flipchart, Markers, Tape, Home Study Guide

2 10:00-10:30am (30)

Hardware Introduction

• be shown the laptop components and characteristics

• login into Gmail to change the setting

Tech Team

Laptops U of M user name and password Password Safe Lock Screen

10:30-10:45am (15) Break

10:45-12:00pm (75)

Call Records, Result Codes and Call Notes

• understand components of a call record

• review use of result codes

• understand components of a good call note

• practice assigning result codes and writing appropriate call notes

[Trainer]

Core Result Codes

Standard abbreviations list

(TBD)

12:00 – 1:00 (60) Lunch 4 1:00-1:30pm (30) Jeopardy Game

Review of Concepts Reinforce the core interviewing concepts in an interactive exercise:

• question reading

• recording responses

GIT Day 1 – Friday, August 25, 2017

• clarification

• probing

• neutral feedback

1:30-2:45pm (75) Sample Management System: [samp case mgt system]

• be given an overview to [samp case mgt system]

• practice navigating in [samp case mgt system] using the transfer tab, address tab, etc. functions

Laptops

‘GIT 2015’ [samp case mgt system] practice project on EVERY computer.

2:45-3:00pm (15) Break 6 3:00-4:00pm (60) Blaise Basics

• become familiar with Blaise screen layout

• practice navigating in a Blaise instrument

• become familiar with the components of a (Blaise) interview

Probe Card Blaise Script

7 4:00-5:00pm (60) Round Robin 1

• practice entering information into a (Blaise) interview and managing the call wizard

• be able to suspend and complete a suspended

Break-out Groups

[Trainers]

Scripts & instructions for RR leaders Laptops Probe cards Question cards

5:00-5:15 (15)

GIT Day 1 Wrap-up • have reviewed the objectives of today’s session

Bring Training Time Log for [employee mgt system] HOPS

GIT Day 2 – Saturday, August 26, 2017

9:00-9:10am (10) GIT Day 2 Welcome • be presented with the learning objectives for the day

• have time to ask questions from day 1

10 9:10-10:10pm (60) Round Robin 2

• have more practice entering information into a (Blaise) interview and managing the call wizard

Break-out Groups

Scripts & instructions for RR leaders Laptops Probe cards Question cards

11 10:10-10:30am (20) Interviewer Support:

Field Help Desk and 800 Line

• understand the role and hours for the Field Help Desk

• understand communication with the 800-line service

• be introduced to the Respondent & Interviewer Support Services

10:30-10:45am (15) Break 12 10:45-11:05pm (20) Safety in the Field

• be introduced to the important concepts for interviewer safety

13 11:05-12:00pm (55)

Professional Interviewer Doorstep Introductions

• understand the concept of good first impressions

• practice giving introductions

• understand the importance of setting and keeping appointments

PPT + DDU

12:00-1:00pm (60) Lunch

14 1:00-1:10pm (10) GIT Summary & Completion

• have reviewed the objectives of today’s

GIT Day 2 – Saturday, August 26, 2017 session and other GIT Concepts

1:10-1:15pm (5)

GIT Day 2 Wrap-up • have the opportunity to ask final questions

16 1:15-2:45pm (90) Time and Expense Reporting

Introduction to Time & Expense System

• practice how to enter time in system

• practice how to enter expenses

• understand how to submit receipts for reimbursement

• Complete a send/receive in [samp case mgt system]

FOCs/[employee mgt system] Team

Access to the internet

Use GIT 2015 project in [employee mgt system].

2:45-3:00 (15) Break 17 3:00-4:00 (60) HOPS – Interviewer

Timesheet Start their timesheet Break-out

Groups

FOCs/[employ ee mgt system] Team

[employee mgt system] Manual, 45-day rule, Travel Advance Reminders and Tips, & Training Time Log

- Add Outlook review to the end of the day ([Trainer/FS] will present)

Sunday, August 27 Welcome to NSFG8 Study-Specific

Training and Registration (On-staffers, N=10)

Conference Room B and Board Room

Length

Session Topic

Objectives 8:00 – 9:00am

1 hour

Registration for On-staffers new to

NSFG (10)

Complete administrative tasks in preparation for in-class training:

• Distribute tablet computers and handout for logging in (staff helper).

• Distribute security packets, verify NCHS confidentiality online training completed, check documents, create Fieldprint Profile (staff helper).Distribute academic calendars.

• Turn in any outstanding personnel paperwork.

• Sign electronic NSFG commitment statements.

• Distribute training agendas and room assignments.

• Check that Trainees have necessary documentation for eVerify on Tuesday/Wednesday.

8:00 – 9:00am

1 hour

New hire Orientation

[staff helper] provides an orientation to new SRO staff members.

Non-NSFG on-staffers (N=10) register and join study-specific training on Sunday, 8/27/17

Sunday, August 27 NSFG8 Study-Specific Training Day 1

Fac

Section

During this session, the learner will…

Set-up and

S1 Presenters: [Field Director]

9:00-9:30 am (30)

Welcome & Introductions

• meet trainers and other NSFG Field Researchers

• review study-specific training agenda

Large Group:

[room]

S2 Presenter:

[Project Director]

9:30–10:15am (45) NSFG Overview:

The Important Role of the Field Researcher

• receive information on the importance of the NSFG field researcher

BREAK 10:15 – 10:30 am BREAK S3a Trainer:

[Trainers/sample mathematicians]

10:30am -11:15am (45)

Sampling & Listing Concepts Exercise

• receive overview of the NSFG sample selection

• understand the basics of scientific sampling and why high quality lists are crucial.

• review basic listing concepts.

S3b

Trainer:

[Trainers/FSs]

11:15am -12:30 pm (75)

Electronic Listing Program (ELP) and Intro to Listing Exercise

• hands-on practice using the electronic listing system.

Overview of what will happen when you list for the next quarter

12:30 – 1:30 pm Lunch 1:30 – 2:00 pm AADL • Break into groups and travel to AADL

S3c Group1:[Trainer/FS] Group2:[Trainer/FS] Group3:[Trainer/FS] Group4:[Trainer/FS]

2:00-4:00pm (120) Listing Exercise in the Field

• list a local segment

Inclement weather back-up plan – complete next sessions

4:00 – 4:15 pm Travel back to hotel

Travel back to hotel

S4 Trainer: [Trainer/FS] 4:15-5:00pm (45) Wrap-Up • review the day’s learning objectives

• turn in question cards

• Listing wrap-up

• Home Study Review

Monday, August 28 NSFG8 Study-Specific Training Day 2

Fac Guide

S5 Trainer :[Field

8:00 - 8:15am (15)

Announcements and goals for the day

Review of previous day’s question cards

• understand the goals, learning objectives and focus for the day including:

• NSFG: The Overall Picture

• Introducing the NSFG

• NSFG Screening

• Informed consent and token protocol

• Female Walk-through #1

• Female ACASI

• Fingerprinting 9am-12noon

S6 Trainer : [Field Director, Trainer/FS]

8:15 – 8:30 am

NSFG: The Overall Picture

• be presented with an overview of the project including the quarterly and weekly schedule and will be presented with a brief demo of the NSFG administration from start to finish:

• Study introduction

• Screening

• Consent/token process

Beginning of Section A

S7 Trainers: [Field Director, Trainer/FS]

8:30 - 9:30 am (60)

Introducing the

NSFG

• introducing the study to informants (and respondents) with FOCs demonstrating best practices

BREAK 9:30 – 9:45 am BREAK S8 Trainers: [Field

Director, Trainer/FS]

9:45 – 11:15 am (90)

NSFG Screening • introduce the NSFG Screener

• understand housing unit observations and screener observations

• practice using the screener, including handling unusual situations

• understand how to use screener call notes and contact observations

Help Desk

S9 Trainer: [Trainer]

11:15 - 11:45 pm (30)

Informed Consent & Token Protocols and Practice

• review consent & token and where they fit into the process

• review electronic signatures Practice: Flow of study intro, consent review, getting electronic signature, completing token receipt/thank you letter (includes exercise with adult and minor)

11:45 - 12:45 pm Lunch

S10 Trainer:

[Trainer/FS] R: [Trainer] DDU: [Staff] IWer Help:

[Trainers/FSs, Field

12:45 - 4:00 pm (150)

3:00-3:15 Break

Female Mock Interview #1— Walk-through (fictional female R #1)

Walk-through Debriefing

• review use of interview aids (QxQs, Show Cards and Life History Calendar)

• review probing in NSFG

• walk-through mock interview

• practice screener and consent

• practice with Life History Calendar and other aids integrated into walk-through interview

• review problem spots and concepts that came up during walk-through

S11 [Field Director] 4:00 - 5:00 pm

Female ACASI & Completing the Interview and Completing and Entering Interview Observations

• review Female ACASI content

• practice set-up of ACASI

• review how to introduce the ACASI to the R

• complete an ACASI module for Female Mock #1 (each FR will enter data in ACASI as if they are a respondent)

• practice closing the walk-through case in Blaise and [samp case mgt system]

• review Interview Observation Form (paper) and standards/guidelines for completing form

• understand how form is handled after the interview

• complete and data enter Interview Observations for Fictional Female R

S12 Trainer:

[Trainer/Fs]

5:00 - 5:15 pm (15)

Wrap-Up • review the day’s learning objectives

• turn in question cards

• All Day 3 in breakouts

Evening Activity: 5:30 meet for bus, go to ISR for Social Activity. Bus leaves ISR back to hotel at 7:30pm.

NOTE: Fingerprinting technician will be set up in the hallway.

(IWers will be sent out to the hallway outside of [room] for fingerprinting 9:00am-12:30pm).

NSFG8 Study-Specific Training Day 3 Tuesday, August 29

S13 In Breakouts

B:[trainer/FS] C:[trainer/FS] D:[trainer/FS]

8:00 - 8:15am (15)

Announcements and goals for the day

Review of previous day’s question cards

• understand the goals and learning objectives and focus for the day including:

• Female Mock #2

• The History and Importance of the NSFG

• Approaching a HH

• Male Mock #1

In Breakouts

B:[trainer/FS]

S14 Breakout rooms:

Trainer/R/DDU 1: [trainer/FS]/ 2: [trainer/FS]/ 3: [trainer/FS]/

8:15 – 11:30 pm TOTAL (180 total)

(includes 15 minute break 10-10:15)

Female Mock Interview #2— Round Robin (Fictional Female R)

• Review materials needed when screening households

• begin mock interview

• practice intro to informant

• practice screener

• practice intro to R and adult consent

• schedule appointment for main interview

In Breakouts

B:[trainer/FS] C:[trainer/FS]

11:30 – 12:30 Lunch S15 Trainer: [Deputy Project

Director] 12:30 – 1:15 pm (45)

The history and importance of the NSFG

• Project Deputy Director will provide an overview of ISR’s involvement with NSFG and the importance of the study.

Large group:

Move back to Breakouts 1:15-1:30pm (15) Move Move to Breakouts

S16 Breakout rooms:

Trainer 1: [trainer/FS] 2: [trainer/FS] 3: [trainer/FS]

1:30– 2:30pm (60)

Approaching the HH

• individual practice approaching the sampled HH, introducing the study, completing the screener and beginning an on-the-spot main IW

In Breakouts

BREAK 2:30-2:45pm (15) BREAK S17 Breakout rooms:

Trainer/R/DDU 1: [trainer/FS]/

2:45 – 5:15 pm

TOTAL (180)

Male Mock Interview #1— Walk-through (Fictional male R)

• move to breakout room, get set up

• begin walk-through mock interview

• practice intro to informant

• practice screener

• practice minor assent procedures and intro to R

• practice with showcards

• practice with QxQs

In Breakouts

B:[trainer/FS]

• practice ACASI set-up

• see male ACASI content

S18 Trainers: [trainer/FS], [trainer/FS], [trainer/FS]

5:15 – 5:30 pm (15)

Wrap-up • review the day’s learning objectives

• turn in question cards

Hands-on practice session (HOPS) and [employee mgt system] HOPS in Main Training Room (5:30 – 6:30)

Wednesday, August 30 NSFG8 Study-Specific Training Day 4

S19 Trainers: [trainer/FS], [trainer/FS], [trainer/FS]

8:00 - 8:15 am

Announcements and goals for the day

Review of previous day’s question cards objectives and focus for the day including:

• Male Mock#2

• [samp case mgt system]: Call Wizard

• NCHS Panel

• Addressing respondent concerns

• The Important Role of the FR Part II

S20 Breakout rooms:

Trainer/R 1: [trainer/FS]/

8:15 - 11:00 am

TOTAL (165)

including break from 10:00 – 10:15 am

Male Mock Interview #2 Round Robin (Fictional male R)

• begin mock interview w/more challenging male interview

• practice intro to informant

• practice screener

• practice intro to R and adult consent

• practice with showcards

• practice with QxQs

• practice ACASI set-up; suspend at

ACASI

• practice completing final call record

• debrief Male Mock #2, reviewing problem spots and concepts that come up in the Round Robin

S21 Breakout rooms:

Trainer 1: [trainer/FS]

11:00 - 12:00 pm [samp case mgt system]:

Call Wizard

• practice entering result codes and call notes (NOH, LA, general callbacks, appointments, etc.) including when to enter a call record

In Breakouts

B:[trainer/FS]

12:00-1:00 pm Lunch Pack up and move to [room] S22 NCHS Staff 1:00 – 2:00 pm

NCHS Panel

• NCHS staff will respond to trainees’ questions.

Large group:

S23 Trainer:

[trainers/FSs] Year 6 staff by phone Cc line: xxx-xxx-xxxx

2:00 - 4: 15 pm including break from 3:00 – 3:15 pm

Addressing Respondent Concerns

• understand the basic concepts of responding to respondent concerns

• practice some rapid-fire replies to common concerns

Large group:

[room]

- Presentation

- Y6 Panel

• panel of year 6 staff S24_1 S24_2

Trainers: [researcher, sample specialist]

4:15-4:45 pm (30)

The Important Role of the Field Researcher – Part II

Examples of improvements made to the survey process and study outcomes as a direct result of the information provided by FRs.

Large Group:

[room]

S25 Trainer: [Trainer/FS] 4:45 – 5:00 pm (15)

Wrap-up • review the day’s learning objectives

• turn in question cards

• HOMEWORK: Watch certification module

Large Group:

[room]

S26 5:15 – 7:15 pm eVerify • UM HR will eVerify all Interviewers [room]

Hands-on practice session (HOPS) and [employee mgt system] HOPS in Conference Rooms B and C

Thursday, August 31 NSFGC8 Study Specific Training Day 5

S27 Breakout rooms:

Trainer 1: [trainer/FS]

8:00 - 8:15 am

Review of previous day’s question cards

• Female Mock#3

• Safety in the Field

• Putting it All Together

S28 Breakout rooms:

Trainer/R 1: [trainer/FS]/

8:15 - 12:00pm

TOTAL (210)

including 15 minute break from 10:00 – 10:15 am

Female Mock Interview #3—Round Robin (Fictional Female R)

• begin mock interview w/more challenging female interview

• practice intro to informant

• practice screener

• practice adult consent

• practice with showcards

• practice with LHC

• practice with QxQs

• practice ACASI set-up; suspend at

ACASI

• review problem spots and concepts that came up during round robin

12: 00 – 1:00 pm Lunch/Certifier Meeting

Cert Mtg:

S29 Trainer: [trainer/FS]

1:00 - 2:00 pm

Situations in the Field

Safety Concerns

Dealing with Upset Respondents

Spanish Interview Protocol

• review upset R protocol and other problematic situations

• review safety protocols

• ask any questions related to R concerns and FR safety concerns

• role play handling unusual situations

• review protocol for handling Spanish interviews

• learn how to handle barriers, impediments and other access problems

• addressing safety concerns in the field

S30_a S30_b

Trainers:

[trainer/FS], [trainers/FSs, staff]

2:00 - 5:00pm (180) including break from 3:00 – 3:15 pm

Putting It All Together/ Administrative Matters

• Android phone training (David Bolt)

• review the entire data collection process

• Listing

• Screening

• Consent/Assent

• Main Interviewing

• Iw Obs

• understand project goals, review goal chart

• understand Field Researcher production and quality expectations

• understand NSFG quality control procedures

• understand how to use NSFG FR website

• review Clinical Contact Protocol and Respondent Contact Logging System

• review sample assignments and segments

• set conference call time with team members and understand team expectations

• Distribute phones and set up voice mail

• The typical workday

• Weeks 1-12 focus and goals

• Ordering Supplies practice

• Create Week 12 (listing) and Week 1 schedules (screening/main IWing)

• I’m home…Now What???

(to help with phones)

S30c Trainer: [Trainer/FS] 5:00 – 5:15pm

Wrap-up • review the day’s learning objectives

Friday, September 1 Certification (33 IWers) and Bi-lingual Training

S30a Certifiers 8:00 - 10:00 am (120)

CERTIFICATION

SESSION #1

(Bilinguals) (n=9) (Fictional Female R)

This first certification session is for all bilingual FRs and OSers if space allows (9 certifications: certifiers are [Field Director, Trainers/FSs, Staff]).

One-on-one, as assigned

Help Desk

S30b Certifiers 10:30am-12:30pm (120)

CERTIFICATION

SESSION #2

(Fictional Female R) (n=10)

This second session is for NHs.

(10 certifications: certifiers are [Field Director, Trainers/FSs, Staff]).

One-on-one, as assigned

Help Desk

Lunch 12:30 - 1:30 pm S30c Certifiers 1:30 - 3:30 pm

(120) break 3:30-4:00pm (30)

CERTIFICATION

SESSION #3

(Fictional Female R) (n=7)

This third session is for NHs.

(7 certifications: certifiers are [Trainers/FSs, Staff] Recerts: [Field Director, Trainer/Fs]

One-on-one, as assigned

Help Desk

S30d Certifiers 4:00 - 6:00 pm (120)

CERTIFICATION

SESSION #4

(Fictional Female R) (n=7)

This third session is for NHs.

(7 certifications: [Trainers/FSs, Staff]) Recerts: [Field Director, Trainer/Fs]

One-on-one, as assigned

Help Desk

B1 – B3 [Trainer/FS] 1:30pm – 5:30 pm Bilingual Training (see agenda next page) TBD

Certifiers:

S30a and S30b: [Field Director, Trainers/FSs, Staff].

Certification Rooms: TBD S30c and S30d: [Field Director, Trainers/FSs, Staff].

Certification Rooms: TBD

Training Phone Numbers:

DCO Training Team Phone: xxx-XXX-XXXX NSFG PM Cell Phones: XXX-XXX-XXXX Field Help Desk Training Phone (Staffed M – F): XXX-XXX-XXXX

Friday, September 1 NSFG8 Bilingual Field Researcher Training

(N=6) Conference Room B

Set-Up and

B1 Trainer:

1:30 - 1:45 pm (15)

• Introduction of trainers

• Warm-up activity

• Spanish Screening Issues

• Spanish Female Mock

• Spanish Language protocols

(Help Desk will load Spanish

DM)

B2 Trainer:

1:45 - 3:15 pm (90) Spanish Screening and Protocol Issues

• understand the issues involved in screening Spanish language households, including diversity issues

• review Spanish advance materials

• practice doorstep introductions in Spanish

• review Spanish LHC and other interview aids

B3 Trainer:

3:15 - 6:00 pm

TOTAL (150)

(includes break)

Spanish Female Mock Interview Round Robin

• complete a Spanish interview, using all interview aids

• be able to select a language

• wrap up the case

• complete mock interview

• debrief Spanish Female Mock, reviewing problem spots and concepts that come up in the Round Robin

• understand process of receiving cases from other interviewers

• Receive HOMEWORK: complete Spanish Male Interview (round robin on conference call)

Schedule Date and Time for RR CC for SP Male

IW

Version: 03/21/2020

DEPARTMENT OF HEALTH & HUMAN SERVICES Centers for Disease Control and Prevention

National Center for Health Statistics 3311 Toledo Road Hyattsville, Maryland 20782

Affidavit of Non-Disclosure for Non-NCHS Staff (Contractors/Agents)

The National Center for Health Statistics collects, compiles, and publishes general purpose vital and health statistics which serve the needs of all segments of the health and health related professions. The success of the Center's operations depends upon the voluntary cooperation of States, of establishments, and of individuals who provide the information required by Center programs under an assurance that such information will be kept confidential and be used only for statistical purposes.

NCHS is subject to the restrictions of the Privacy Act, Section 308(d) of the Public Health Service Act and Title III of the Foundations for Evidence-Based Policymaking Act of 2018 which provides in summary that information obtained under a pledge of confidentiality may be used only for the purpose for which it was supplied, and may not be disclosed, published or released in identifiable form to anyone not authorized to receive it unless the establishment or person supplying the information has consented.

The laws excerpted below provide penalties for unauthorized disclosure of confidential information.

Privacy Act of 1974, 5 U.S.C. section 552a(i)(l): "Any officer or employee of an agency, who by virtue of his employment or official position, has possession of, or access to, agency records which contain individually identifiable information the disclosure of which is prohibited by this section or by rules or regulations established thereunder, and who knowing that disclosure of the specific material is so prohibited, willfully discloses the material in any manner to any person or agency not entitled to receive it, shall be guilty of a misdemeanor and fined not more than $5,000." Paragraph m(1) of section 552a further states that “(1) When an agency provides by a contract for the operation by or on behalf of the agency of a system of records to accomplish an agency function, the agency shall, consistent with its authority, cause the requirements of this section to be applied to such system. For purposes of subsection (i) of this section any such contractor and any employee of such contractor, if such contract is agreed to on or after the effective date of this section, shall be considered to be an employee of an agency.”

Title III of the Foundations for Evidence-Based Policymaking Act of 2018, the Confidential Information Protection and Statistical Efficiency Act or CIPSEA (Section 302 of the Public Law 115-435, 132 Stat. 5529): “Whoever, being an officer, employee, or agent of an agency acquiring information for exclusively statistical purposes, having taken and subscribed the oath of office, or having sworn to observe the limitations imposed by this section, comes into possession of such information by reason of his or her being an officer, employee, or agent and, knowing that the disclosure of the specific information is prohibited under the provisions of this subchapter, willfully discloses the information in any manner to a person or agency not entitled to receive it, shall be guilty of a class E felony and imprisoned for not more than 5 years, or fined not more than $250,000, or both.”

Your signature below indicates that you have read the above statutes and agree to protect the confidentiality of NCHS data collected under these statutes.

• I affirm I will observe all policies and procedures to protect the confidentiality of NCHS data I access and that I will not disclose confidential information contained in data files, lists, or reports created using NCHS data, as specified under Section 308(d) of the Public Health Service Act, and under penalties set forth in the Privacy Act and Section 302 of PL 115-

435 (CIPSEA).

• I will not release confidential data to any other person or organization without the permission of NCHS.

• I will access confidential NCHS data only from the offices of my organization unless otherwise authorized.

• I am bound by the conditions stated in the executed Designated Agent Agreement with NCHS for the confidential NCHS data I access.

Name (print) _____________________________ Signature __________________________ Organization_____________________________ Date ______________________________

Date NCHS Confidentiality Training Completed: ____________________ http://www.cdc.gov/nchs/about/policy/confidentiality_training/

Attachment 8. NCHS Nondisclosure Affidavit http://www.cdc.gov/nchs/about/policy/confidentiality_training/

Attachment 9: Acronyms used in the PWS

ACASI Audio Computer-Assisted Self Interviewing ACS American Community Survey CAI Computer-Assisted Interview (including CAPI & ACASI components) CAPI Computer-Assisted Personal Interviewing CDC Centers for Disease Control and Prevention CIPSEA Confidential Information Protection & Statistical Efficiency Act of 2002 COR Contracting Officer’s Representative CRQ CAPI Reference Questionnaire EDOC Effective Date of Contract FISMA Federal Information Systems Management Act of 2002 HIV Human Immunodeficiency Virus, the Virus that causes AIDS OCISO Office of the Chief Information Security Officer (a position within CDC) ISSO Information Systems Security Officer (a position within NHCS) NCHS National Center for Health Statistics NSFG National Survey of Family Growth NICHD Eunice Kennedy Shriver National Institute for Child Health & Human

Development, NIH OPA Office of Population Affairs OTFTF Other-than-Face-to-Face (refers to mode of administration of interview) PSU Primary Sampling Unit STDs Sexually Transmitted Diseases PI Principle Investigator PWS Performance Work Statement

NSFG_RFP_2020_Att9_Acronyms