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October 2012: Occupational Requirements Survey (ORS) established as a test survey
November 2012: Phase one test: Initial proof of concept
January 2013: Phase two test: Collection protocol testing
April 2013: Phase three test: Broad scale testing
November–December 2013: Observations test conducted concurrently with other fiscal year 2014 tests:1
February 2014: Alternative modes test
October 2014–September 2015: Preproduction testing (collection, review, estimation, and validation)
June 2015: Job observations pilot test
September 2015–August 2016: First sample group in the first wave collected
May 2016–July 2017: Second sample group in first wave collected
December 2016: Published 2016 reference year estimates from one sample group in the first wave
June 2017–September 2017: Job observations test
September 2017–July 2018: Third sample group in the first wave collected
November 2017: Published 2017 reference year estimates which combined data from two sample groups in the first wave
February 2018–August 2018: Job observation test
September 2018–August 2019: Collected first sample group in the second wave
February 2019: Published 2018 reference year estimates which combined data from three sample groups in the first wave
May 2020: Published 2019 reference year estimates to include cognitive and mental requirements
August 2019–July 2020: Second sample group in the second wave collection
The Social Security Administration (SSA) and Bureau of Labor Statistics (BLS) sign annual interagency agreements for BLS to produce estimates on occupational requirements. These estimates will assist the SSA in making accurate disability determinations and decisions. SSA also intends to use ORS estimates, along with information from other occupational sources, to create the Occupational Information System (OIS).
During the developmental stages of the ORS, BLS identified its existing infrastructure was already available to coordinate with the ORS. That framework had the capability to manage and implement a new survey to meet data needs as well as systems and processes to support all the steps of the survey. In addition, field economists who work on the NCS were already familiar with collecting data elements similar to those captured by the ORS. For example, the NCS program classifies each job selected using the Standard Occupational Classification System (SOC), collects worker characteristics (such as bargaining status and part-time or full-time workers), and determines industry classification using the North American Industry Classification System (NAICS) for sampled establishments. In addition, the BLS is collecting and publishing information on the knowledge required to perform the job, job controls provided, the complexity of tasks, the contacts made by workers, and the physical environment where the work is performed.2 After the initial assessment of whether BLS could collect job requirements, BLS began testing the collection of these requirements.
BLS established ORS as a test survey in FY 2013. In FY 2013 and 2014, several feasibility tests were performed to assess the viability of collecting data on occupational requirements using the platform used by the NCS.
In FY 2013, testing was conducted in three phases:
Test objectives were successfully met in these phases, and the findings from these tests suggested that the collection of the ORS data was viable.
As a result of FY 2013 testing, areas were identified where further testing was needed before moving to full- scale production. In FY 2014, five feasibility tests were completed to refine ORS methodology tested in previous phases:
These tests provided evidence that the NCS platform could be adapted to ORS data collection and demonstrated the effectiveness of the revised materials and procedures.
Testing activities in FY 2013 and 2014 laid the foundation for the preproduction test conducted in FY 2015. Unlike the earlier tests, which were small-scale, testing a subset of data elements or the viability of different collection methods, the preproduction test was designed as a relatively large-scale, nationally representative test of ORS data collection. The sampling, data collection, procedures, and review were designed to mimic what would occur during ORS production. The results from the ORS preproduction test demonstrated that data on occupational requirements could be collected using the processes established by BLS. As a result of the preproduction test, some changes and refinements to several of the elements were made before the implementation of a move to production.
Detailed information on completed tests and other testing activities can be found on ORS research page.
Initially, BLS and SSA agreed to define the scope of collection as how work is "generally performed" in each establishment. This meant BLS collected requirements related to all aspects of work, including job functions that were incidental or not specific to one job and were unrelated to the primary hiring and pay factors of jobs.
Historically, SSA relied upon information from the Department of Labor's Dictionary of Occupational Titles (DOT) and its companion the Selected Characteristics of Occupations (SCO). The data from these publications appear to show a narrower scope for data collection. DOT data appears to show that analysts only rated work requirements that pertained to the hiring and pay factors of jobs.
Beginning with collection of the third sample group in the first wave, BLS took steps to revise current procedures to align more closely with a narrower scope of work that pertains to the hiring and pay factors of the job. The revised scope of work is limited to only tasks related to the "critical job function" (i.e., the reason the job exists). These tasks must be expected and usual, now defined as "critical."
In addition, the ORS program reviewed the measurements of duration for applicable job requirements, which included point measurements, respondent-determined ranges, and SSA-defined ranges. BLS determined that measurement of duration only in the SSA-defined ranges would more accurately reflect duration of job demands and incorporated this change during the first wave.
By adjusting the parameters of what work is included to only that of the critical functions of jobs and specifying duration ranges, the BLS expects to more accurately capture job requirements while still identifying changes in the way work is performed in the modern economy.
Estimates for the second wave, beginning with preliminary 2019 reference year estimates, include cognitive and mental requirements. Cognitive and mental requirements were initially included in estimates for the first wave (2016 and 2017 reference year estimates) but were discontinued while the ORS program refined concepts, conducted testing, developed procedures, trained staff, and updated the estimation system. The ORS program conducted feasibility testing to assess measures of cognitive and mental requirements that are understandable to employers and can be used to generate useful estimates, resulting in better defined estimate categories that can be used to measure work pace, ability to pause work, presence of supervisor, and many additional categories. (See the calculation section for a full listing of cognitive and mental estimate types.)
1 The fiscal year (FY) for the Bureau of Labor Statistics and federal agencies spans from October 1st through September 30th.
2 This information is published as part of the Modeled Wage Estimates. The job characteristics include work levels, which show the difference in average hourly wages based on a range of skills, knowledge, and duties within an occupation. Information about determining work levels is available through the National Compensation Survey: Guide for Evaluating Your Firm’s Jobs and Pay and the Modeled Wage Estimates questions and answers.