sipag swi toolkit final

8/10/2019 SIPAG SWI Toolkit Final

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A Tool Kit for theSocial Welfare Indicators (SWI)


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Table of Contents

Chapter I. Historical Background of the SWI ................

The SWI in the 80s

Chapter II. The Social Welfare Indicators ................

The SWI in 2010: Features and Purose !!!!!!!!!!!!!!!!!"ses and "sers of the SWI !!!!!!!!!!!!!!!!!

Chapter III. A Guide in Accomplishing the SWI ................

The ste#$%#ste &uide in the acco'lish'entof the SWI !!!!!!!!!!!!!!!!!

I. Economic Sufficiency .................II Social Adequacy .................

The SWI Score atri


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Chapter I

Historical Background of the SWI

The Social Welfare Indicators (SWI) .as first de/eloed $% the inistr%of Social Ser/ices and e/elo'ent (SS) in 180 under eut%inister s! S%l/ia P! ontes! It .as for'ulated $ased on a stud% of field.or+ers eeriences in assistin& indi/iduals and need% fa'ilies ulifttheir li/es fro' stagnation and degradation to a level befittingdignified

human beings.1

To 'easure the ro&ress of ulift'ent3 the SS identified three le/elsof fa'il% .ell-$ein&: Sur/i/al3 Su$sistence and Self#Sufficienc%! Thereare t.o 'a4or indicators of fa'il% .ell#$ein& #econo'ic sufficienc% andsocial ade5uac%! 6cono'ic sufficienc% is 'easured $% three /aria$les: 1)e'lo%'ent74o$ 2) inco'e and 9) social securit% 'e'$ershi! Socialade5uac% is 'easured $% ei&ht 'ain /aria$les: 1) health 2) nutrition 9)sanitation ) h%&iene ;) housin& and other li/in& conditions


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18< - After the Fe$ruar% Ee/olution3 a reor&ani>ation of&o/ern'ent too+ lace! The SS $eca'e the SW! Ce.ro&ra's and strate&ies such as the $aran&anic aroachG.ere introduced and su$se5uentl% the SWI $eca'e the Fa'il%Welfare Indicators (FWI)! It .as then used to 'easure thei'act of the Self 6'lo%'ent Assistance (S6A) Pro&ra' on thele/el of .ell$ein& of its $eneficiaries!

11 - The Hocal *o/ern'ent ?ode too+ effect leadin& to thede/olution of $asic social .elfare and de/elo'ent ser/ices tothe H*"s! In /ie. of the de/olution3 so'e H*"s &a/e riorit% toother ro&ra's and initiati/es .hich slo.ed do.n the case'ana&e'ent and the use of the SWI!

With the assin& of ti'e3 the social7fa'il% .elfare indicators .ere setaside as 'ore tools .ere de/eloed $% other institutions relati/e to anti#o/ert% ro&ra's such as the co''unit%#$ased 'onitorin& s%ste'(?DS) and the 'ini'u' $asic needs (DC)! The DC .as ri'aril%de/eloed $% SW as art of the ?o'rehensi/e and Inte&ratedeli/er% of Social Ser/ices (?ISS) strate&% under the Social Eefor'A&enda of the then President Fidel ! Ea'os! These tools .ere re/ie.edin relation to the udatin& of the SWI!

A E i i l St d th F il W lf I di t


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wor" with #$W#% there is therefore a need to disseminate their

use in other public and private welfare agencies.

2) In the development of family wellbeing it is essential thatemployment opportunities should be provided. !nd that theseshould be viable so that income can substantially contribute inmeeting other basic needs. Therefore% social "or$ers shouldnot only "or$ "ith clients for the attainment of economic

ob%ectives but also in the attainment of social changes. (Are&ression anal%sis sho.ed that econo'ic sufficienc% leads tosocial ade5uac% and to fa'il% .ell#$ein&!)

9

A comprehensive plan for the client is therefore necessary.The plan should not only have for its ob&ectives the delivery ofservices (e.g. $'!) but should also have ob&ectives which could

aim for important changes and transformations in the socialconditions of the client.

Ta+in& on r! Juietas anal%sis3 the SW is once a&ain3 re/itali>in& thealication of the Social Welfare Indicators in its Social ?aseana&e'ent S%ste' (S?S)!


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Chapter II

The Social Welfare Indicators

The SWI in !"!# $eatures and %urpose

The ne. SWI has the follo.in& features as a result of the udatin&rocess:

household and notthe ro/ision ofsocialser/ices to the household

consonance .ith the ro&ra'fra'e.or+ ofthe Panta.id Pa'il%a and the CTS

and e/aluation toolin the case 'ana&e'ent rocess ofoor households3 ri'aril% the Panta.id Pa'il%a3$% social.or+ers7case 'ana&ers

#$ein&: sur/i/al3 su$sistence and self#

sufficienc% and the indicators of econo'ic sufficienc% and socialade5uac% are still rele/ant and aroriate3 thus .ill continue to$e used

i $l t i


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# The results of the social .or+ inter/entions areidentifia$le B 5uantifia$le .ith the use of the SWI3 therefore3enrichin& the social case 'ana&e'ent rocess!

a rofession - affir'ation of the social

.or+ers co'etence and as a 'a4or contri$utor to the reductionof o/ert% in the co''unit% and the countr% as a .hole!

He/el of the SW - affir'ation of its role as the ri'ar% a&enc% in socialrotection!

He/el of the national &o/ern'ent - affir'ation that reduction ofo/ert% at the household le/el can $e 'easured .hich contri$uteto the national &o/ern'ents o/ert% reduction ro&ra' inachie/in& the illenniu' e/elo'ent *oals (*s)!

&ses and &sers of the SWI

The SWI can $e used in the three hases of social case 'ana&e'ent -assess'ent3 lannin& and i'le'entation of ser/ice ro/ision until thel 7t i ti f th


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SWI as a 'onitorin& tool! as the household head $een referredto T6SA or his7her eli&i$ilit% for S6A esta$lishedL If under&oin&trainin&3 is he7she a$le to attend this re&ularl%L If &i/en S6A3 ishe7she handlin& the assistance ade5uatel%L Is there inco'ederi/ed fro' this acti/it%L The checkpoint or assessment ofthe inter'ention pro'ided is e'er( si) months so the

client*household and the social +orker can monitor theiracti'ities*accomplishments and score the SWI matri) tomark changes during the period. The household 'a% 'o/efro' sur/i/al to su$sistence after t.o or 'ore chec+oints if theinter/entions are effecti/e and $oth the client and the social.or+er colla$orate to&ether to achie/e the reha$ilitation &oals!

In the final e/aluation on the i'le'entation of inter/entionsto.ards the solution of identified ro$le's3 the SWI is also usedto deter'ine the achie/e'ent of reha$ilitation &oals and .hetherto close7ter'inate the case or not! It 'a% ta+e a %ear or e/enthree to fi/e %ears $efore a household can &raduate fro'sur/i/al to self#sufficienc% deendin& on the client7householdsituation3 their caa$ilities to use their internal and eternal

th i t ti d t id d $ th


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(SWATea') of the SW Field @ffice in 'onitorin& and ro/idin&

technical assistance to the SW@!

The indirect usersof the SWI are the SW3 artner a&encies andother national a&encies in the field of social rotection for uroses ofolic% and ro&ra' de/elo'ent articularl% in o/ert% reduction!

s .ill $e the

i'le'enters of the ?on/er&ence Strate&% and the SIPA*Pro4ect!

- The eart'ent of ealth (@)

and Philiine ealth Insurance ?ororation (PI?)3 as art ofthe con/er&ence7referral net.or+ for ser/ices3 rotocols on data#sharin& and con/er&ence 'a% $e arri/ed at to stren&then eacha&enc%s role in the social case 'ana&e'ent rocess andossi$le re/ie.7de/elo'ent of olicies and rocedures tofacilitate ser/ice deli/er% to oor households!

ser/ices such as the eart'ent of6ducation (e6d) and the eart'entofHa$or and 6'lo%'ent (@H6) 'a% $e taed for con/er&ence at the nationaland localle/el s for coordinated deli/er% ofser/ices!

- The results of the SWI can $e used to enrich

th ? it D d it i S t (?DS) hi h i


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can $e 'ade for institutional7residential care ser/ices .hich SS used

in the old SWI! SWI 'a% also $e used in other anti#o/ert% ro&ra's'ana&ed $% H*"s3 non#&o/ern'ental or&ani>ations3 ri/ate and faith#$ased or&ani>ations and future conditional cash transfers ro&ra's! TheSWI tool +it 'a% $e used in the trainin& and technical assistance of these&rous!

Institutionali,ation of the SWI

The S? and the SWI has trac+ records of facilitatin& ser/ice deli/er% tooor households articularl% in the anti#o/ert% ro&ra's of the nationaland local &o/ern'ents! The follo.in& are su&&ested 'easures toinstitutionali>e the S? and the SWI

to ensure that their continued

use7alication in site of chan&es in ad'inistration:

Passa&e or enact'ent of a le&islation or 6ecuti/e @rder or a localordinance

$oth at the nationaland localle/els

the Hocal*o/ern'entPlannin& and onitorin& S%ste'(H*PS)

C*@ f ith $ d i ti d th $ f th


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Chapter III

A Guide in Accomplishing the SWI

The step-b(-step guide in the accomplishment of the SWI

It is understood that the *eneral Inta+e Sheet (*IS) .ould ha/e $eenacco'lished $efore the case 'ana&er7social .or+er roceeds .ith theSWI acco'lish'ent! ereunder is a ste#$%#ste &uide! Thecomputation of the scores +ill be facilitated +ith the automation of

the SWI under the SI%AG proect.

1! Fill# u identif%in& data on a&e 1!

eart'ent of Social Welfare and e/elo'entDatasan ?o'le ?onstitution ills Jue>on ?it%

Ca'e of ousehold *rantee MMMMMMMMMMMMMMMMMMM ate of Inter/ie. MMMMMMM


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1ST

He/el 2nd

He/el 9rd

He/elI/0ICAT12S Sur/i/alG Su$sistenceG Self#Sufficienc%G

0efinition Score 0efinition Score 0efinition Score

&. 'utrition

1! ousehold e'$ers 1 e'$ers 2 e'$ers 9'e'$ers ta+e ta+e one ta+e t.o ta+e threethree 'eals a da% 'eal a da% 'eals a da% 'eals a da%

2! ousehold e'$ers 1 e'$ers 2 e'$ers 9

'e'$ers ta+e .ell# share onl% share 2 share 9$alanced 'eals one .ell# .ell# .ell#

$alanced $alanced $alanced'eal a da% 'eals a da% 'eals a da%

9! Cutritional status of er% lo. 1 Delo. 2 Cor'al 9

children $elo. < nor'al%ears old

In cases li+e this3 the ter' n7a or not alica$leG 'ust $e indicated onthe for'! Please ans.er all the indicators7/aria$les as aroriate!

It is also i'ortant to note that in so'e households3 the &randarentsta+e the role of head of the household7fa'il% and the 'e'$ers are the&randchildren! This 'a% $e the case of so'e fa'ilies .ith arents

+i $ d i h l d d d I h


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an inco'e3 as art of their reha$ilitation and inte&ration in co''unit%

li/in& under the ausices of a social ser/ices or&ani>ation7a&enc%!

6'lo%'ent or a 4o$ 'a% $e considered regular .hich connoteser'anenc% and re&ularit%! @n the other hand3 so'e are said to $eirregular referrin& to the condition of not $ein& e'lo%ed continuousl% fort.el/e (12) 'onths such as contractual 4o$s lastin& onl% for si 'onths!These are also +no.n as off and on 4o$s7e'lo%'ent! Seasonal

acti/ities such as far'in& and fishin& 'a% $e considered irre&ular 4o$s3 ifthere are no other roducti/e acti/ities underta+en in $et.een theseasonal acti/ities such as 'ulti#croin&! When one is consideredunemployed or with no &ob3 this 'eans that the indi/idual has not $een oris not in/ol/ed in an% roducti/e acti/it% .ithin the current %ear!

1ST

He/el 2nd

He/el 9rd



3C1/14IC S&$$ICI3/C5

A. Employment( )ob

1! ead of the "n# 1 @n and off 2 Ee&ular7 9

household e'lo%ed e'lo%ed e'lo%# er'anentor .ith a re&ular7 'ent or e'lo%#


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adult household 'e'$ers of e'lo%a$le a&e .ho ha/e a 4o$ and are

a$le to .or+ or &ainfull% e'lo%ed!

Ho+ to compute# Add the scores of the t.o su$#/aria$les then di/idethe su' into 2 to &et the score for the /aria$le on e'lo%'ent74o$!

Score of 6'lo%'ent aria$le N Su$#aria$le (S) a1 O S a2

2

&. Employable S$ills

1ST

He/el 2nd

He/el 9rd


0efinition Score 0efinition Score 0efinition Score&. Employable S$ills

1! Adult 'e'$ers of the ousehold ousehold ouseholdhousehold ossess 'e'$ers 'e'$ers 'e'$ersrofessional7technical7 ha/e no .ith s+ills .ith s+illsoccuational s+ills s+ills 1 $ut no 2 and 9dul% reco&ni>ed $% certification certificationaroriate authorities fro' fro'


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*. Income

1ST

He/el 2nd

He/el 9rd



*. Income

1! ousehold 'onthl% ousehold 1 ousehold 2 ousehold 9

er caita inco'e 'onthl% er 'onthl% er 'onthl%a$o/e ro/incial7 caita caita inco'e er caita'unicial7 cit% inco'e is is ;0 # inco'e iso/ert% threshold $elo. or 100 'ore 'ore than

.ithin the than the dou$le thero/incial7 ro/incial7 ro/incial7'unicial7 'unicial7cit% 'unicial7cit% o/ert% o/ert% cit%threshold threshold o/ert%

threshold

The ter' incomeis deri/ed fro' a 4o$ or e'lo%'ent in the for' of cashor in +ind such as food ite's .hich are later on co'uted into cash! Itincludes salaries and .a&es3 co'ensation and net receits deri/edfro' fa'il% $usiness enterrises7li/elihood ro4ects3 *SIS7SSS ensionsrecei/ed 'onthl% of a fa'il% 'e'$er and cash recei/ed out of .a&es3salaries and other sources of inco'e of a fa'il% 'e'$er .ho is li/in&a.a% fro' the fa'il% ho'e such as a dau&hter or son .or+in& in anila


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"nder the first su$#/aria$le3 onl% for'al associations such ascooerati/es or social insurance a&encies such as the *SIS3 SSS3EIACSI and ri/ate life insurances are co/ered! utual aid sche'essuch as paluwaganand si'ilar arran&e'ents are te'orar% in naturethus these are not included! @nl% adult household 'e'$ers are'e'$ers of such social securit% 'echanis's and children and otherdeendent 'e'$ers are &enerall% co/ered as .ell!

The second su$#/aria$le is focused on the households 'e'$ershi in

Philhealth! The four t%es of Philhealth 'e'$ershis are: @/erseasWor+ers 6'lo%ed Indi/iduall% Pa%in& Sonsored and Hifeti'e!

a! @/erseas Wor+ers - a re&ular 'e'$ershi cate&or% that co/ersland#$ased o/erseas Filiino .or+ers!

$! 6'lo%ed - the 'e'$ershi is oen for all &o/ern'ent and ri/atesector e'lo%'ents! Doth the e'lo%ee and e'lo%er share inre'ittin& the 'onthl% re'iu's!

c! Indi/iduall% Pa%in& - Self#e'lo%ed indi/iduals3 far'ers3 fisherfol+s3dail% .a&e earners3 freelance .riters3 etc! /oluntaril% re'it their


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contri$utin& to *SIS throu&h er'anent e'lo%'ent $ut still holds

'e'$ershi .ith SSS althou&h he7she is not a$le to re&ularl% a% there'iu'! o.e/er3 if the status in $oth a&encies are not re&ular3 thenthe rate .ould still $e 2!

Philhealth 'e'$ers3 .ho do not re&ularl% re'it their re'iu's7contri$utions or are inacti/e3 as .ell as those declareddelin5uent in a%in& or not 'e'$ers at all3 are rated under the He/el 1! If

the indi/idual is onl% a 'e'$er for the current %ear3 the ratin& is le/el 2!And finall%3 if the indi/idual is a$le to a% the re'iu' on his o.n3 therate of 9 is &i/en!

It 'ust $e noted that all e'lo%a$le 'e'$ers 'ust $e rated under thesocial insurance /aria$le! Their 'e'$ershi in these a&encies .ill ha/ea $earin& on the ulift'ent of their .ell#$ein&!

Ho+ to compute#Add the scores of the t.o su$#/aria$les and di/ide $%2 to &et the score for the /aria$le for Social Insurance!

Score for Social Insurance aria$le N S1 O S2

2


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1ST

He/el 2nd

He/el 9rd


0efinition Score 0efinition Score 0efinition Scoreser/ices ser/ices ser/ices

2! ousehold A 1 ousehold 2 ousehold 9

'e'$ers are household is a$le to 'e'$ers&enerall% health% 'e'$er 'ana&e aredurin& the %ear suffers an illness of a &enerall%

illness 'e'$er health%

9! ousehold has ousehold 1 ousehold 2 ousehold 9

access to safe has access has artial has accessdrin+in& .ater! to drin+in& access to to safe

.ater $ut safe drin+in&fro' drin+in& .ater

un&uarante .ater thru throu&h aed sources co''ercial faucet7ieli(strea's3 sources ne

rainfall etc) (.ater connectedstations) to a trusted

.ater.or+ss%ste'

A. ealth

The first /aria$le under ealth is ai'ed at 'easurin& the health#see+in&$eha/iour of household 'e'$ers! The $eha/iour of households in &oin&


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fro' a faucet inside their house7%ard directl% connected .ith a .ater

ieline fro' the co''unit% .ater s%ste' or the local .ater.or+ss%ste' is rated 9! The household .ho &ets and use drin+in& .ater fro'co''ercial sources li+e .ater stations is rated 2! Eated under 1 arethose .ho &et their drin+in& .ater an%.here re&ardless of the sourcesuch as srin&3 ri/er3 strea' and collected rainfall and .ith no +no.led&e.hether .ater is also for drin+in& or not!

Ho+ to compute the Health 'ariable# Add the scores of the 9 su$#/aria$les and di/ide the su' $% 9 to &et the score for the /aria$le!

Score of ealth aria$le N SI 1 O SI2 O SI9

9

&. 'utrition

1ST

He/el 2nd

He/el 9rd



&. 'utrition


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6at 'ost rice and other cereals3 $read and root cros

In the rural areas3 'eals usuall% are co'osed of fish or 'eat3/e&eta$les and rice3 usuall% ta+en three ti'es a da%!

The third /aria$le is the nutritional status of children $elo. < %ears! TheCe. W@ ?hild *ro.th Standards for "se of ?hildren 0#; ears @ld.as adoted $% the Cational Cutrition ?ouncil Doard under Eesolution 23Series of 2008! This co/ers3 a'on& others3 .ei&ht#for#a&e3 hei&ht#for#a&e and $od% 'ass inde#for -a&e and other factors leadin& to under oro/er#nutrition! Thus3 the nutritional status of children 'a% not $e readil%a/aila$le to the arents! The ans.er to this /aria$le is to $e ta+en fro'the E"3 the 6?? chec+ list and7or fro' the da% care centers76??centers!

Ho+ to score# The ratin& .ill deend on the fre5uenc% of 'eal inta+e $%household 'e'$ers! Those .ho ta+e three 'eals a da% .ill $e rated 93.hile those .ho ta+e t.o 'eals a da% .ill $e rated 2! Those .ho eatonl% one 'eal a da% .ill $e rated 1!


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*. Sanitation

1ST

He/el 2nd

He/el 9rd



*. Sanitation

1! ousehold uses Co toilet 1 With toilet 2 With 9

sanitar% toilet facilit% $ut not sanitar%sanitar% toilet facilit%(oen it)

2! ousehold Proer 1 Proer 2 Proer 9

ractices roer &ar$a&e &ar$a&e &ar$a&e&ar$a&e disosal disosal is disosal is disosal is

not racticed racticedracticed $ut not .ith

se&re&ated se&re&ation

The first su$#/aria$le considers the household 'e'$ers caacit% toinstall a sanitar% toilet for its household! A sanitar% toilet &enerall% 'eans.ater#sealed (.ith or .ithout flush) .ith se/er7setic tan+ (osone&ro)and is used onl% $% the household 'e'$ers in their ho'e! @therarran&e'ents such as an oen it and others such as the ail s%ste'are not considered sanitar%!


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rated 2! The ratin& of 1 is for a household .ho does not ractice an%

&ar$a&e7.aste disosal at all!

Ho+ to compute#Add the scores of the t.o su$#/aria$les and di/ide $%t.o and &et the score for the /aria$le on sanitation!

Score of Sanitation aria$le N S 1 O S22

#. ygiene

1ST

He/el 2nd

He/el 9rdHe/elI/0ICAT12S Sur/i/alG Su$sistenceG Self#Sufficienc%G


#. ygiene

1! ousehold as oor 1 So'eti'es7 2 Al.a%s 9

'e'$ers al.a%s h%&iene infre5uent racticeractice self# ractices h%&ienic self#care7ersonal ractices or care7erson


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Score of %&iene aria$le:He/el 1 N does not ractice self#care7ersonal h%&iene

He/el 2 N so'eti'es ractices self#care7ersonal h%&iene

He/el 9 N al.a%s ractices self#care7ersonal h%&iene

E. ousing and Other -iving *onditions

1ST

He/el 2nd

He/el 9rd

He/el

I/0ICAT12S Sur/i/alG Su$sistenceG Self#Sufficienc%G

0efinition Score 0efinition Scor 0efinition Scoree

E. ousing and

other -iving *onditions

1! ousin& Structure ouse 1 ouse 'ade 2 ouse 9

sturd% and dura$le 'ade of of li&ht 'ade ofsal/a&ed 'aterials co'$ined'aterials sturd% and

dura$le


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Ho+ to score# A household .ho has a house 'ade of sal/a&ed

'aterials is rated 1 .hile those houses 'ade of redo'inantl% li&ht'aterials is rated 2! ouses .ith sturd% and dura$le 'aterials such ashollo. $loc+s and sturd% .ooden 'aterials a/aila$le in the co''unit% israted9!

In ter's of location of residence3 households in areas alon& railroadtrac+s3 ri/er $an+s3 'ountainous areas .here landslides occur are to $e

rated 1 .hile those households in rural7ur$an deressed co''unitiesare considered /ulnera$le to har' and dislace'ent and should $erated2! Those located in secure and safe co''unities are rated 9!

The household .ho has their o.n electrical connection or shares fro' anei&h$or $ut a%s for their o.n electrical consu'tion or use other safeli&htin& facilities such as the HP* .ill $e rated 9! The use of &as la's

li+e the co''erciall% roduced li&htin& e5ui'ent such as the Petro'aand ?ole'an .ill $e rated 2 .hile those .ho use the traditional &aseraand candle .ill $e rated 1!

Ho+ to compute#Add the scores in the three su$#/aria$les then di/idethis into three to &et the score for the /aria$le on ousin& and @therHi/in& ?onditions!


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1ST

He/el 2nd

He/el 9rd


0efinition Score 0efinition Score 0efinition Score2!ousehold ousehold 1 ousehold 2 ousehold 9

'e'$ers of school 'e'$ers 'e'$ers 'e'$ersa&e are in for'al are not are enrolled areand infor'al enrolled $ut una$le continuouslschool! to continue % in school2!1 schoolin& durin& the2!2 .ithin the current2!9 current school %ear

2! school %ear2!;

The first /aria$le is on the literac% of household 'e'$ers3 $oth adultsand children .ho are 10%ears old and a$o/e3 as far as readin&3 .ritin&and countin& or doin& si'le calculation! The 'e'$er 'a% ha/e not

finished an% le/el of for'al schoolin& $ut is a$le to read3 .rite and count!

The infor'al school 'entioned in the second /aria$le includes thealternati/e learnin& s%ste' (AHS)3 ho'es#$ased schoolin&3 secialeducation (SP6)3 and 'o$ile schools!

There .ill $e no $earin& in the score if the household 'e'$er is not


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school durin& the current school %ear3 the ratin& is 2! If the children arenot enrolled durin& the school %ear3 the ratin& is 1!

Ee'e'$er to .rite do.n the na'es of the adults and children (for su$#/aria$le 1) and the school#a&ed children (for su$#/aria$le 2) and ratethe' indi/iduall%!

Ho+ to compute#Add the ratin&s of the indi/iduals in each of the su$#

/aria$le3 then di/ide $% the nu'$er of indi/iduals to &et the score foreach of the su$#/aria$le! i/ide the scores of the su$#/aria$les $% 2 and%ou &et the score for the /aria$le on 6ducational Status of ouseholde'$ers!

Eate of S1 N Score of ousehold e'$er () 1

O 2 2Eate of S2 N Score of ousehold e'$er () 1

O 2 2

Score of 6ducational Status Indicator N Eate of S1 O Eateof S 2


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The /aria$le under Fa'il% acti/ities ta+es into consideration the situation

.hich is no. $eco'in& co''on in the Philiines - fa'ilies .ith'i&rant .or+ers $oth do'estic and international! It 'a% $e i'ossi$le to$e h%sicall% to&ether and send 5ualit% ti'e as a fa'il%7household $utthere is co''unication $et.een and a'on& household 'e'$ersarticularl% no. .ith 'o$ile hones and other co''unication &ad&ets'ore a/aila$le to e/er%one! Thus3 the factor of $ein& a$le toco''unicate re&ularl% .ith one another is included!

Ho+ to score# The ratin& is $ased on the fre5uenc% of contacts $et.eenand a'on& fa'il% 'e'$ers .hether throu&h ersonal contacts or other'eans of co''unication! If al.a%s3 such as fa'il% rituals i!e! eatin&to&ether3 &oin& to church7icnic7'o/ies to&ether and cele$ratin& ones$irthda% or other secial e/ents3 the household should $e rated 9! Ifseldo' or occasionall%3 the ratin& is 2 and if none at all3 the ratin& is

1!The attendance of household 'e'$ers to Fa'il% e/elo'entSessions (FS) is also $ein& considered! If household 'e'$ers .erea$le to attend < sessions in a san of < 'onths3 the household should $erated 9! If it has attended 9#; sessions durin& the sa'e eriod3 the ratin&is 2 and if it has onl% attended 1#2 sessions3 the ratin& is 1!

Ho+ to compute#Add the scores of the t.o su$#/aria$les and di/ide $%


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1ST

He/el 2nd

He/el 9rd


0efinition Score 0efinition Score0efinition Score

2! Adult household ?annot 1 Atte'ts to 2 A$le to 'a+e 9

'e'$ers 'a+e 'a+e a aroriatearticiate in aroriate decision $ut decisions ondecision 'a+in&! decisions not al.a%s his7her o.n

on his7her aroriate and in/ol/eso.n other fa'il%

'e'$ersincludin&

childrende/elo'ent

all%aroriateacti/ities

9! ousehold With 1 With 2 Co 9

'e'$ers not incidents incidence incidences ofin/ol/ed in $ut not $ut reorted a$use3

incidence of reorted nor and eloitationne&lect3 a$use3 resol/ed resol/ed and /iolenceeloitation and .ithin the .ithin the in the ho'e/iolence in the current %ear current %ear andho'e and in the co''unit%co''unit%! .ithin the

current %ear

! ousehold ousehold 1 @ccasionall 2 ?arin& and 9

'e'$ers are a$le ne&lectful of % attendin& nurturin& the


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.hen such affects their li/es as .ell such as 'o/in& to a ne. school orco''unit%3 etc!

The first su$#/aria$le is on discern'ent or identif%in& ro$le's and thecorresondin& solutions! The second su$#/aria$le is on the articiationof household 'e'$ers in decision#'a+in& as .ell as on thearoriateness of such decisions! iscussions of ro$le's anddecision#'a+in& can $e done throu&h fa'il% conferences7discussions!

@ftenti'es3 onl% the coule discusses and decides or else it is onl% thefather .ho 'a+es the decision! The social .or+er should loo+ into theattern of the household in ro$le'# sol/in& and decision#'a+in&!

The third su$#/aria$le is in relation to the articiation7in/ol/e'ent ofhousehold 'e'$ers in situations of /iolence in the ho'e and in theco''unit% .ithin the current %ear! iolence .ill include ne&lect3

a$andon'ent3 a$use and eloitation of an% 'e'$er .ithin thehousehold or in/ol/e'ent of an% 'e'$er in /iolent acti/ities outside theho'e such as in the school and in the co''unit%! An ea'le is in theschool3 .here a child can $e a /icti' of $ull%in& or he can $e the $ull% orthe a&&ressor7attac+er!

The fourth su$#/aria$le loo+s into the a$ilit% of household 'e'$ers to


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For the second su$#/aria$le3 a household una$le to 'a+e aroriatedecisions on their o.n is rated 13 one .ho atte'ts to 'a+e aroriatedecision $ut is una$le to is rated 2 and for those .hose 'e'$ers3includin& children .hen roer3 articiate in the decision#'a+in&rocess and 'a+es aroriate decisions is rated 9!

Con#in/ol/e'ent of household 'e'$ers in /iolent acti/ities in the ho'eand in the co''unit% .ithin the current %ear .ill .arrant a ratin& of 93

and .hen /iolence occurs $ut is 'ana&ed $% the household 'e'$ers3the ratin& is 2! When there is /iolence in the ho'e or a 'e'$er isin/ol/ed in /iolent acti/ities in the co''unit% and such is not reortednor resol/ed3 the ratin& is1!

The ratin& in the fourth su$#/aria$le is $ased on the fre5uenc% of thecare and nurturance &i/en to household 'e'$ers! If ne&lectful3 the

ratin& is 1 if occasional or so'eti'es3 the ratin& is 2and if al.a%s3 theratin& is 9!

The de&ree of articiation of fa'il% 'e'$ers is rated if acti/el%articiatin&3 the ratin& is 9 if inacti/e3 ratin& is 2 and if not a 'e'$er ofan% or&ani>ation7association3 the ratin& is 1!


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The SWI Score 4atri)

In su''ar%3 the le/el of econo'ic sufficienc% of the household isdeter'ined $% &ettin& the a/era&e of the actual scores of the four/aria$les: e'lo%'ent74o$ e'lo%a$le s+ills inco'e and social securit%!

As for the le/el of social ade5uac%3 the a/era&e scores of all ei&ht/aria$les (A to ) and su$#/aria$les 'ust $e co'uted!

And the total .ell#$ein& of the household is o$tained $% &ettin& thea/era&e score of the t.o 'ain indicators -

He/el of Well#$ein& N 6cono'ic Sufficienc% Score O Social Ade5uac% Score2

It .ill $e noted that the scores $% indicators 'a% /ar% fro' a lo. 1 to ahi&h 9! The a/era&e fro' the co'$ination of the different scores .illtherefore &i/e the le/el .here the client or clients $elon& to!

The follo.in& is the &uide for households ratin&:

S?@E6 P@ICTS H66H


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Chapter IV

The Application of the SWI

"sin& the case of the Al/are> ousehold3 the SWI is used forassess'ent3 lannin&3 'onitorin& and e/aluation uroses! Thechec+oints are done after inta+e e/er% si 'onths so one can see thechan&es in the le/el of .ell#$ein& of the Al/are> ousehold throu&h theSWI Score atri!

C1/$I03/TIA6

I/TA:3 CAS3 S&44A25

*lients 'ame2 Hea Al/are> SW#O *ase 'o. 001

#ate 3 1lace of &irth2 anuar% 1;3 1= at Po$lacion3 Cau4an3 indoro@riental


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'unicialit%! e earned Ph1000 a .ee+ .or+in& at least t.o .ee+s in a'onth! is three %oun&er children are in school7da% care center $ut thet.o older ones are out#of#school!

The coule has tried i'ro/in& their econo'ic condition $% settin& asidea s'all a'ount as caital for Heas $u% and sell of /e&eta$les! o.e/er3.ith such s'all caital3 this did not last lon&! Their arents .ho li/enear$% &i/e the' food so'eti'es! The% &ro. their o.n /e&eta$les.hich sule'ent their food needs!

Assessment summary statement2

Hea and Eu$en are desirous to i'ro/e their econo'ic condition so thatthe% can 'eet their $asic needs and send their children to school!Eu$ens $ein& laid off fro' his far' .or+ lead the' to see+in& hel fro'

the SW@! The% ha/e sho.n initiati/e and deter'ination to .or+to&ether to i'ro/e their life and ro/ide a $etter life for their children!

0ecommended Interventions2

Dased on the initial assess'ent 'ade on the Al/are> household3 thefollo.in& inter/entions are reco''ended:


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C1/$I03/TIA6

The SWI at Intake as an Assessment Tool

A6VA23; H1&S3H160

I. 3C1/14IC S&$$ICI3/C5

There are four () /aria$les for the indicator of econo'ic sufficienc% - a)e'lo%'ent or 4o$ $) e'lo%a$le s+ills c) inco'e and (d) socialinsurance!

A. Employment()ob

1! ead of the household has an on#off 4o$7seasonale'lo%'ent 2

2! Hea is the onl% other adult 'e'$er of the household

and has no 4o$ 1


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?o'utation: 1 N 1

0. Social Insurance-'e'$ershi in:

1! Eu$en and Hea are not 'e'$ers of an% insurances%ste' nor sa/in&s B loan associations or

cooerati/e 12! Doth Eu$en and Hea are not enrolled .ith Philealth 1

?o'utation: 272 N 1

The social .or+er can no. co'ute the score of the household in

relation to economic sufficienc(. Add the scores .hich is


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2! Hea reares the household 'eals .hich usuall% consist of/e&eta$les ta+en fro' their $ac+%ard3 rice and so'eti'es 2fresh or dried fish and so'eti'es $its of ieces of 'eat for lunchand dinner! For $rea+fast3 the% ha/e coffee and an de sal!

9! Hea is not a.are of the nutritional status of her t.o children:

Ei>alde3 ; %ears old,,,,,,,,,,!,,Eita3 9 %ears old,,,,,,,,,,,,,,

The social wor"er or ea needs to get the data from the /+ or the daycare center where eas children are enrolled.

Since the score is not co'lete We .ill ha/e to co'ute onl% Cos 1

and 2! Fro' this3 .e co'ute ;72 N 2!; .hich is in the su$sistencele/el!

*. Sanitation

1! Heas household has no sanitar% toilet the% use the.ide oen fields to release the'sel/es 1


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9! The household uses a ho'e'ade +erosene la' or

&aseraG 1

The social wor"er to validate during home visit.

?o'utation:


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Computation # =* > .=

. 0ole 1erformance of ousehold embers

1! Eu$en and Hea are a$le to identif% their ro$le's3loo+ at the causes and so'eti'es a$le to arri/e atsolutions 2

2! The coule usuall% discuss their ro$le's and 4ointl%arri/e at decisions relati/e to their children and theirdail% li/in& 9

9! The household 'e'$ers are not in/ol/ed in an%incidence of ne&lect3 a$use3 eloitation and /iolencein the ho'e and in the co''unit% 9

! Eu$en and Hea are a$le to care and nurture their

childrens health and nutritional needs 9

;! Hea is a 'e'$er of the da% care centers arentsco''ittee althou&h is not a$le to attend 'eetin&sre&ularl% 2


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C1/$I03/TIA6

0epartment of Social Welfare and 0e'elopmentBatasan Comple) Constitution Hills 7ue,on Cit(

S@?IAH W6HFAE6 ICI?AT@ES ATEI

S?@E6 S66T

Ca'e of ousehold ead: E"D6C AHAE6U

6ntr% ate: First 6/aluation Second 6/aluation

after < 'onths after 12 'onthsArilM903 2010 ate: MMMMMMMMMMMMM ate: MMMMMMMMMMMMMActual Score %oints Actual Score %oints Actual Score %oints

A B C A B C A D ?I. 3C1/14IC S&$$ICI3/C5 "."

A. Employment( )ob 1.0

1! ead of the household e'lo%ed 2

or .ith a re&ular7er'anent 4o$

2! @ther 'e'$ers o f the household 118 %ears old and a$o/e e'lo%ed

A Tool Kit for the Social Welfare Indicators (SWI) 98


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6ntr% ate: First 6/aluation Second 6/aluationafter < 'onths after 12 'onths

ArilM903 2010ate: MMMMMMMMMMMMM ate: MMMMMMMMMMMMM

Actual Score %oints Actual Score %oints Actual Score %oints

A B C A B C A D ?

or .ith re&ular7er'anent 4o$7s3(ecludin& those $ein& referred toin EA =


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A B C A B C A D ?association cooerati/es

2! e'$ers of the ousehold 21 1

%ears old and a$o/e are PI?'e'$ers

II. S1CIA6 A037&AC5 .


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A B C A B C A D ?

$alanced 'eals9! Cutritional status of children $elo. < #

%ears old

*. Sanitation

1! ousehold uses sanitar% toilet 1

2! ousehold ractices roer 9

&ar$a&e disosal#. ygiene 8

1! ousehold 'e'$ers al.a%s 9

ractice self#care7ersonalh%&iene

E. ousing and other -iving

*onditions

1! ousin& Structure sturd% and 2



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A B C A B C A D ?dura$le

2! Hocation of residence is safe and 9secure

9! ousehold uses re&ular and safe 1

li&htin& facilit%

F. Educational S$ills of .3

ousehold embers

1! ousehold 'e'$ers 10 %ears old

and a$o/e a$le to read and .riteand do si'le calculation

1!1 Eu$en3 Hea and their t.o 9olderchildren .ho are 10 and 19 %ears oldare a$le to read and

.rite and do si'le calculations1!2 1!9 1! 1!;

2!2A Tool Kit for the Social W elfare Indicators (SWI) 2


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A B C A B C A D ?

2! ousehold 'e'$ers of schoola&e are in for'al and infor'alschool!2!1 Paulo3 19 %7o3 finished 1

*#13 @ut#of#school2!2 An&elica3 10 %7o3 finished 1

*#3 @utNof#school2!9 Eichard3 8 %7o3 *rade 13 9

In school2! Ei>alde3 ; %7o3 attends 9

a% ?are ?enter2!; Eita3 9 %7o3 attends 9

a% ?are ?enter

/. Family Activities .0

1! ousehold 'e'$ers are re&ularl% 2

in/ol/ed in fa'il% recreationalacti/ities

2! ousehold 'e'$ers are re&ularl% 9attendin& Fa'il% e/elo'entSessions and other si'ilar



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A B C A B C A D ?

or&ani>ation7association or suort &rous for social3econo'ic3 cultural and siritualacti/ities of the co''unit%!

S&44A25:

At Inta+e 1st 6/aluation Score 2nd 6/aluation Score65ui/alent 65ui/alent

63V36 1$ W366-B3I/G 1$ HH - ".@* S&2VIVA6

6e'el "

3conomic Sufficienc( 6e'el " - "."

Social Ade8uac( 6e'el - .


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C1/$I03/TIA6

$irst Checkpoint of the SWI Dafter E months of implementationF

A6VA23; H1&S3H160

I. 3C1/14IC S&$$ICI3/C5

A. Employment()ob

1! ead of the household has an on#off 4o$7seasonal 2e'lo%'ent (Eu$en .as rehired as a far' .or+er .ith 9.ee+s of .or+

2! Hea .as &i/en caital $% SW@ to start a $u% and sell of 2

/e&eta$les

*omputation 2 >(7 6 7


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#. Social Insurance-'e'$ershi in:

1! Eu$en and Hea are not 'e'$ers of an% insurance s%ste' 1nor sa/in&s B loan associations or cooerati/e

2! Doth Eu$en and Hea are no. enrolled .ith Philealth 2

*omputation2 8(7 6 4.5

The social .or+er can no. co'ute the score of the household inrelation to economic sufficienc(. Add the scores of the four'ariables +hich is =.=!9 thendi'ide b( the number of 'ariables ."---subsistence le'el

The Al'are, household is at le'el or at subsistence le'el of +ell-being. The( ha'e sta(ed on at subsistence le'el after " months.

C1/$I03/TIA6


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0epartment of Social Welfare and 0e'elopmentBatasan Comple) Constitution Hills 7ue,on Cit(

S@?IAH W6HFAE6 ICI?AT@ES ATEIS?@E6 S66T

Ca'e of ousehold ead: E"D6C AHAE6U


ArilM903 2010ate: @ct! 223 2010 ate: Aril 903 2011

Actual Score %oints Actual Score %oints Actual Score %ointsA B C A B C A B C

I. 3C1/14IC S&$$ICI3/C5 "." ".@ ".@=

A. Employment()ob 1.0 2

1! ead of the household &ainfull% 2 2 9

e'lo%ed or .ith are&ular7er'anent 4o$

2! @ther 'e'$ers of the household 1 2 9

18 %ears old and a$o/e e'lo%edor .ith re&ular7er'anent 4o$7s3

A Tool Kit for the Social Welfare Indicators (SWI)


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after < 'onths after 12 'onthsArilM903 2010

ate: @ct! 223 2010 ate: Aril 903 2011Actual Score %oints Actual Score %oints Actual Score %oints

A B C A B C A B C

(ecludin& those $ein& referred toin EA =


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after < 'onths after 12 'onthsArilM903 2010

ate: @ct! 223 2010 ate: Aril 903 2011Actual Score %oints Actual Score %oints Actual Score %oints

A B C A B C A B C

2! Cutritional status of children $elo. # 9 9 9 9

< %ears old

*. Sanitation .0 2

1! ousehold uses sanitar% toilet 1 2 9

2! ousehold ractices roer 9 9 9

&ar$a&e disosal

#. ygiene 8 8 8

1! ousehold 'e'$ers al.a%s 9 9 9

ractice self#care7ersonalh%&iene

E. ousing and other -iving .22 2

*onditions

1! ousin& Structure sturd% and 2 2 9

A Tool Kit for the Social Welfare Indicators (SWI)


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Aril 903 2010 t @ t 22 2010 ate Aril 90 2011


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M 3ate: @ct! 223 2010 ate: Aril 903 2011


A B C A B C A B C

2! Adult household 'e'$ers 9 9 9

articiate in decision 'a+in&!

9! ousehold 'e'$ers not in/ol/ed 9 9 9

in incidence of ne&lect3 a$use3eloitation and /iolence in theho'e and in the co''unit%!

! ousehold 'e'$ers are a$le to 9 9 9

care and nurture a 'e'$er .ithhealth3 nutritional and7or secialneeds!

;! ousehold 'e'$ers articiate in 2 9 9

at least one le&iti'ate eolesor&ani>ation7association or suort &rous for social3econo'ic3 cultural and siritualacti/ities of the co''unit%!

A Tool Kit for the Social Welfare Indicators (SWI) =0


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Aendices

Aendi 1 - *eneral Inta+e Sheet

Aendi 2 - Social Welfare Indicators


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Aendi 1 #*eneral Inta+e Sheet C1/$I03/TIA6


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Appendi) Social Welfare Indicators

C1/$I03/TIA6


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C1/$I03/TIA60epartment of Social Welfare and 0e'elopment

Batasan Comple) Constitution Hills 7ue,on Cit(

Ca'e of ousehold *rantee: MMMMMMMMMMMMMMMMMMMMMM ate of Inter/ie. MMMMMMMMMMMMMMMM

1STHe/el 2nd

He/el 9rd



I. 3C1/14IC S&$$ICI3/C5

A. Employment()ob

1! ead of the household "ne'lo%ed 1 @n and off 2 Ee&ular7 9

e'lo%ed or .ith a e'lo%'ent or er'anent

re&ular7er'anent 4o$ seasonal7 irre&ular e'lo%'ent or 4o$4o$

2! @ther 'e'$ers of the "ne'lo%ed 1 @n and off 2 Ee&ular7 9

household 18 %ears old and e'lo%'ent or er'anenta$o/e e'lo%ed or .ith seasonal7 irre&ular e'lo%'ent or 4o$re&ular7er'anent 4o$3 4o$(ecludin& those $ein& referredto in EA =


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&. Employable S$ills

1! Adult 'e'$ers of the ousehold 1 ousehold 2 ousehold 9

household ossess 'e'$ers ha/e no 'e'$ers .ith 'e'$ers .ith s+illsrofessional7 technical7 s+ills s+ills $ut no and certificationoccuational s+ills dul% certification fro' fro' T6SA orreco&ni>ed $% aroriate T6SA or an% an% other si'ilarauthorities other si'ilar institution .hen

institution .hen aroriatere5uired

*. Income

1! ousehold 'onthl% er caita ousehold 'onthl% 1 ousehold 2 ousehold 'onthl% 9

inco'e a$o/e er caita inco'e 'onthl% er caita er caita inco'ero/incial7'unicial7 cit% o/ert% is $elo. or .ithin inco'e is ;0 # is 'ore than

threshold the ro/incial7 100 'ore than dou$le the'unicial7 cit% the ro/incial7 ro/incial7

o/ert% threshold 'unicial7cit% 'unicial7cit%o/ert% threshold o/ert% threshold

#. Social Insurance

1! *SIS SSS EIACSI other Cot 'e'$er in an% 1 A 'e'$er $ut 2 A re&ularl% 9

ri/ate insurance sa/in&s B for'al insurance irre&ular in contri$utin&loan association cooerati/es institution7 a%'ent of 'e'$er

association 'e'$ershi

re'iu's

A Tool Kit for the Social Welfare Indicators (SWI) =

sipag swi toolkit final

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