SIPAG SWI Toolkit Final

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

Uses and Users of the SWI
.................
.................
Chapter III. A Guide in Accomplishing the SWI
................
The step-by-step guide in the accomplishment

of the SWI
I. Economic Sufficiency
II Social Adequacy
.................
.................
.................
The SWI Score Matrix
.................
Chapter IV. The Application of the SWI
................
Appendices
................
Appendix 1 -General Intake Sheet

Appendix 2 Social Welfare Indicators
...............
.................
Chapter I
Historical Background of the SWI
The Social Welfare Indicators (SWI) was first developed by the Ministry
of Social Services and Development (MSSD) in 1980 under Deputy
Minister Ms. Sylvia P. Montes. It was formulated based on a study of field
workers experiences in assisting individuals and needy families uplift
their lives from stagnation and degradation to a level befitting dignified
human beings.1
To measure the progress of upliftment, the MSSD identified three levels
of family wellbeing: Survival, Subsistence and Self-Sufficiency. There
are two major indicators of family well-being -economic sufficiency and
social adequacy. Economic sufficiency is measured by three variables: 1)
employment/job; 2) income; and 3) social security membership. Social
adequacy is measured by eight main variables: 1) health; 2) nutrition; 3)
sanitation; 4) hygiene; 5) housing and other living conditions; 6)
educational status of household members; 7) social cultural; and 8)
role performance. A score matrix is used to determine the level of wellbeing of a client/household by getting the average of the actual scores of
the indicators.
The succeeding years lead to the institutionalization of the CMS and the
SWI.
- MSSD installed a case management system utilizing the SWI

(AO 110Series of 1981; Subject: Policies and Operational
Guidelines for the MSSD Case Management System). This was
initiated by Ms. Eugenia Jamias who developed a Case
Management Manual which was used in the nationwide training
of social workers. Unfortunately, no copy of this manual can be
found in DSWD files.
1982 A nationwide training for social workers & supervisors on
the social case management and the social welfare indicators
was undertaken. The SWI was then administered to regular
clients in community-based/non-institutional programs and those
under MSSDs institutional or residential care programs.
MSSD Social Welfare Indicators Notes from Assistant Bureau Director Paz Sarino
A Tool Kit for the Social Welfare Indicators (SWI)
1986 After the February Revolution, a reorganization of

government took place. The MSSD became the DSWD. New
programs and strategies such as the baranganic approach
were introduced and subsequently the SWI became the Family
Welfare Indicators (FWI). It was then used to measure the
impact of the Self Employment Assistance (SEA) Program on the
level of wellbeing of its beneficiaries.
1991 The Local Government Code took effect leading to the
devolution of basic social welfare and development services to
the LGUs. In view of the devolution, some LGUs gave priority to
other programs and initiatives which slowed down the case
management and the use of the SWI.
With the passing of time, the social/family welfare indicators were set
aside as more tools were developed by other institutions relative to antipoverty programs such as the community-based monitoring system
(CBMS) and the minimum basic needs (MBN). The MBN was primarily
developed by DSWD as part of the Comprehensive and Integrated
Delivery of Social Services (CIDSS) strategy under the Social Reform
Agenda of the then President Fidel V. Ramos. These tools were reviewed
in relation to the updating of the SWI.
An Empirical Study on the Family Welfare Indicators
An empirical analysis of the FWI was made by Dr. Romeo C. Quieta, 2
based on the research studies he conducted in 1985 which focused on
SEA beneficiaries from the Province of Rizal and a nationwide study in
1988. Dr. Quietas analysis is summarized as follows, with underscoring
done for emphasis:
1) The need to use family welfare indicators (FWI) in assessing the
clients level of poverty and his upliftment from a state of survival
to subsistence and to self-sufficiency. Once again, it is proven
that these indicators are adequate and reliable measures of
the clients development.
The use of these indicators should always be underscored
by the DSWD in the management of cases as well as in the
evaluation and termination of cases. And so if these
indicators
A Professorial Chair Paper on Social Work Administration by Dr. Romeo C. Quieta,
Professor of Social Work of the College of Social Work and Community Development,
University of the Philippines, Diliman, Quezon City
work with DSWD, there is therefore a need to disseminate their

use in other public and private welfare agencies.
2) In the development of family well-being it is essential that
employment opportunities should be provided. And that these
should be viable so that income can substantially contribute in
meeting other basic needs. Therefore, social workers should
not only work with clients for the attainment of economic
objectives but also in the attainment of social changes. (A
regression analysis showed that economic sufficiency leads to
social adequacy and to family well-being.)3
A comprehensive plan for the client is therefore necessary.
The plan should not only have for its objectives the delivery of
services (e.g. SEA) but should also have objectives which could
aim for important changes and transformations in the social
conditions of the client.
Taking on Dr. Quietas analysis, the DSWD is once again, revitalizing the
application of the Social Welfare Indicators in its Social Case
Management System (SCMS).
Quieta, Romeo (1989). An Empirical Analysis of the DSWDs Family Welfare Indicators.
Quezon City: UP CSWCD, p.20
Chapter II
The Social Welfare Indicators
The SWI in 2010: Features and Purpose
The new SWI has the following features as a result of the updating
process:
household and not the provis ion of socia l services to the household ;
consonance with the program framework of the Pantawid Pamilya and the NHTS;
and evaluation tool in the case management process of poor households, primarily the Pantawid Pamilya, by social workers/case managers;
-being: survival, subsistence and self-
sufficiency and the indicators of economic sufficiency and social

adequacy are still relevant and appropriate, thus will continue to
be used;
-variables to measure economic
sufficiency and social adequacy have been updated and
enhanced in accordance with current living conditions, situations
and standards of living; and
The scoring matrix has been slightly modified.
The SWI is one of the tools in social case management. Its purpose is to
determine the effectiveness of the interventions/services provided by the
social worker/case manager to address the needs of the household and
to enhance their capabilities to solve their problems using their internal
and external resources. Social work interventions will thus restore or
enhance the households social functioning or prevent further
deterioration of their situation. The results can be viewed at the:
- The results of the social work interventions are

identifiable & quantifiable with the use of the SWI, therefore,
enriching the social case management process.
a profession affirmation of the social
workers competence and as a major contributor to the reduction
of poverty in the community and the country as a whole.
Level of the DSWD affirmation of its role as the primary agency in social
protection.
Level of the national government affirmation that reduction of

poverty at the household level can be measured which contribute
to the national governments poverty reduction program in
achieving the Millennium Development Goals (MDGs).
Uses and Users of the SWI

The SWI can be used in the three phases of social case management
assessment, planning and implementation of service provision until the
closure/termination of the case.
-being of a
household at intake whereby the social worker and the client rate
the specific indicators where the condition of the household is in.
Individual members of the household will be considered in the
rating of specific indicators, as appropriate. Example: if the head
of the household is unemployed, the score to be given is 1 or the
level of survival and a similar score is given to other members of
the household who are of employable age, if they are also
unemployed or have no jobs at all.
basis for the pla nning of in terventions and contracting between the client/household in order to achieve the identified rehabilitation goals. Example: if head of the household is unemployed, his /her skills, interests, capacities and in ternal resources will be determined as well as the other resources availa ble in the community. Based on the assessment, the identified interventions can be either for the client to learn a skill or undergo vocational training under TESDA or he/she be extended seed/capital assis tance for an income-producing activity from the LGU or from the MSWDOs SEA Program.

SWI as a monitoring tool. Has the household head been referred
to TESDA or his/her eligibility for SEA established? If undergoing
training, is he/she able to attend this regularly? If given SEA, is
he/she handling the assistance adequately? Is there income
derived from this activity? The checkpoint or assessment of
the intervention provided is every six months so the
client/household and the social worker can monitor their
activities/accomplishments and score the SWI matrix to
mark changes during the period. The household may move
from survival to subsistence after two or more checkpoints if the
interventions are effective and both the client and the social
worker collaborate together to achieve the rehabilitation goals.
In the final evaluation on the implementation of interventions

towards the solution of identified problems, the SWI is also used
to determine the achievement of rehabilitation goals and whether
to close/terminate the case or not. It may take a year or even
three to five years before a household can graduate from
survival to self-sufficiency depending on the client/household
situation, their capabilities to use their internal and external
resources, the interventions and support provided by the case
manager.
The primary/direct users of the SWI are the social workers/case

managers in the case management of poor households. As shown
above, the SWI can facilitate case management as this is a tool to assist
them in identifying the client/households needs and capabilities and
move on to intervention planning and implementation. The results of their
interventions are measured through the SWI as well as their
effectiveness as case managers. The supervisors can use the SWI and
the whole social case management process as a tool for supervision and
technical assistance. Further, the supervisors can use the results of case
management which include the SWI as a tool in the performance
evaluation of the social worker.
With the present set-up at the LGU, the MSWDO is the supervisor in
cases where he/she has one or two social workers in her office. In cases
where the MSWDO is both the supervisor and the direct service
worker/social worker, peer group supervision or case conferences among
the MSWDOs or with partner agencies in the referral network or
convergence committee may be undertaken periodically. Another
strategy is to involve the Provincial Social Welfare and Development
Office (PSWDO) and/or the Social Welfare and Development Team
(SWADTeam) of the DSWD Field Office in monitoring and providing

technical assistance to the MSWDO.
The indirect users of the SWI are the DSWD, partner agencies and
other national agencies in the field of social protection for purposes of
policy and program development particularly in poverty reduction.
s will be the
implementers of the Convergence Strategy and the SIPAG
Project.
The Department of Health (DOH)
and Philippine Health Insurance Corporation (PHIC), as part of
the convergence/referral network for services, protocols on datasharing and convergence may be arrived at to strengthen each
agencys role in the social case management process and
possible review/development of policies and procedures to
facilitate service delivery to poor households.
servic es such as the Department of Education (DepEd) and the Department of Labor and Employment (DOLE) may be tapped for convergence at the national and local levels for coordinated deliv ery of servic es.
The results of the SWI can be used to enrich
the Community Based Monitoring System (CBMS) which is more

towards community/municipal planning since the SWI is at the
household level. It may strengthen convergence of delivery of
social services at the local level.
-governmental organizations; private enterprises and faith-based

organizations as well as peoples organizations may find the use
of the SWI meaningful in their anti-poverty programs and take
steps to adopt or replicate this in their regular programs.
The data on uplifted poor
households can give credence to the poverty incidence data and
national data base on social protection particularly on national
poverty reduction programs. It may also lead to change in policy
and program directions or priorities in the field of social
protection/poverty reduction.
In view of the gains on the use of the SWI, it is envisioned that the SWI
will be used by other programs/services as well. Certain adjustments
can be made for institutional/residential care services which MSSD used

in the old SWI. SWI may also be used in other anti-poverty programs
managed by LGUs, non-governmental organizations, private and faithbased organizations and future conditional cash transfers programs. The
SWI tool kit may be used in the training and technical assistance of these
groups.
Institutionalization of the SWI

The SCM and the SWI has track records of facilitating service delivery to
poor households particularly in the anti-poverty programs of the national
and local governments. The following are suggested measures to
institutionalize the SCM and the SWI4 to ensure that their continued
use/application in spite of changes in administration:
Passage or enactment of a legislation or Executive Order or a local

ordinance;
both at the national and local levels;
the Local Government Planning and Monitorin g System (LGPMS);
NGOs, faith-based organizations and other members of the

Area-Based Services Network (ABSNET) and other groups
involved in anti-poverty programs; and
ce and training/capacity building on the SCM and the SWI.
Proceedings from the First Consultation Workshop on the SCM and SWI held on March 34, 2010 in Antipolo City.
Chapter III
A Guide in Accomplishing the SWI
The step-by-step guide in the accomplishment of the SWI

It is understood that the General Intake Sheet (GIS) would have been
accomplished before the case manager/social worker proceeds with the
SWI accomplishment. Hereunder is a step-by-step guide. The
computation of the scores will be facilitated with the automation of
the SWI under the SIPAG project.
1. Fill- up identifying data on page 1.
Department of Social Welfare and Development
Batasan Complex Constitution Hills Quezon City
Name of Household Grantee ___________________ Date of Interview _______
SOCIAL WELFARE INDICATORS
2. The two major aspects of well-being are Economic Sufficiency and

Social Adequacy. The score points for each applicable variable under
the two major aspects must be according to the description that best
fits the client. In identifying the level of the client for each indicator
and variable, the users are reminded to be sensitive to the culture
and gender of the clients.
Sources of data to fill up the form may come directly from the household
member through interviews; collateral data from employers; schools;
rural health units; the General Intake Sheet which should be
accomplished at initial contact with the client; progress notes; and social
case study reports. A rich source of data are the existing data bases of
the NHTS, the Pantawid Pamilya, the CBMS from the local planning
office and other data from the concerned LGU such as the Rural Health
Unit or the City/Municipal Health Department.
It is important to note that not all variables and sub-variables are
applicable to each household. For example, the third variable under
Nutrition: Nutritional status of children below 6 years old.
INDICATORS
1ST Level
Survival
Definition
Score
B.
Nutrition
1.
Household
members
take
three meals a day
Household
Members
take one
meal a day
Members
members take wellbalanced meals
share only
one wellbalanced
meal a day
Very low
2.
3.
Nutritional status of
children
years old
below 6
2nd Level
Subsistence
Definition
Score
Members
take two
meals a day
Members
share 2
wellbalanced
meals a day
Below
3rd Level
Self-Sufficiency
Definition
Score
Members
take three
meals a day
Members
share 3
wellbalanced
meals a day
Normal
normal
In cases like this, the term n/a or not applicable must be indicated on
the form. Please answer all the indicators/variables as appropriate.
It is also important to note that in some households, the grandparents
take the role of head of the household/family and the members are the
grandchildren. This may be the case of some families with parents
working abroad or in another place, separated or deceased. In such
cases, the computation for each indicator will be guided by the
underlying situation of the household members in each of the indicators
and variables. For example, consider if the grandparents are still able to
work and/or of employable age; if the grandchildren are of employable
age; and if the parents, who are separated or living in another place, are
sending financial support to their children.
I.
ECONOMIC SUFFICIENCY
The Economic Sufficiency is measured by four variables: a.

Employment/Job; b. Employable Skills; c. Income; and d. Social
Insurance.
A. Employment/Job
Employment or a job refers to any legal activity where an individual
derives an income. This may be a) open employment (one works for an
agency/business enterprise e.g. as an employee or for an
individual/family e.g. family driver or farm tenant); b) self-employment
where one engages in a business enterprise, an income-producing
activity/livelihood project or exercises his/her own profession or skills e.g.
dressmaker, fisher folk; and c) sheltered employment where a person
with disability or an elderly may engage in a productive activity, deriving
10
an income, as part of their rehabilitation and integration in community

living under the auspices of a social services organization/agency.
Employment or a job may be considered regular which connotes
permanency and regularity. On the other hand, some are said to be
irregular referring to the condition of not being employed continuously for
twelve (12) months such as contractual jobs lasting only for six months.
These are also known as off and on jobs/employment. Seasonal
activities such as farming and fishing may be considered irregular jobs, if
there are no other productive activities undertaken in between the
seasonal activities such as multi-cropping. When one is considered
unemployed or with no job, this means that the individual has not been or
is not involved in any productive activity within the current year.
1ST Level
2nd Level
Survival
Subsistence
Definition
Score
Definition
Score
INDICATORS
A.
1.
Employment/ Job
Head
of
the
household employed
or with a regular/
permanent job
2.
3rd Level
Self-Sufficiency
Definition
Score
Other members
of
the
household 18
years old and above
employed
or with
regular/permanent
job/s
(excluding
those being referred
to in RA 7610, RA
7277 as amended in
RA 9442 and RA
9994)
Un-
employed
Unemployed
On and off
employment or
seasonal/
irregular job
1
On and off
employment
or seasonal/
irregular job
Regular/
permanent
employment or job
Regular/
permanent
employmen
t or job
How to Score:
a.1. Rate the status of employment/job of the household head if
unemployed or have no job during the current year, give a rating of 1 and
so on. The seasonal employment/job such as those in agriculture,
fishing, project and construction are considered under the level of
subsistence. Please refer to the definition of the variable on employment.
Under the variable a2, the names of concerned household members
must be written on the form with their respective rating. a.2 refers only to
11
adult household members of employable age who have a job and are
able to work or gainfully employed.
How to compute: Add the scores of the two sub-variables then divide
the sum into 2 to get the score for the variable on employment/job.
Score of Employment Variable = Sub-Variable (SV) a1 + SV a2
2
B. Employable Skills
ST
INDICATORS
1 Level
Survival
Definition
Score
nd
rd
2 Level
Subsistence
Definition
Score
3 Level
Self-Sufficiency
Definition
Score
Household
members
with skills
but no
certification
from
TESDA or
any other
similar
institution
when
required
Household
members
with skills
and
certification
from
TESDA or
any other
similar
institution
when
required
1. Adult members of the
household
possess
professional/technical/
occupational
skills
duly recognized
by
appropriate authorities
Household
members
have no
skills
b1 refers to adult household members with occupational skills. An

occupation refers to the kind/type of work a person does to earn a living
thus, it is important to have the necessary skills duly recognized by
appropriate authorities. In the exercise of ones profession such as a
teacher or midwife, one must be licensed/registered by the Professional
Regulations Commission (PRC). For vocational/technical courses/skills,
TESDA is the duly authorized body to issue a certification. Certifications
from other vocational institutions are also recognized. On the other hand,
there are skills which are acquired outside training centers such as
carpentry. A household member with skills that are acquired through
informal trainings may obtain a certification from TESDA after undergoing
an assessment procedure.
How to compute: Since there is only one sub-variable, the rating will
also be the score for the sub-variable.
12
C. Income
ST
INDICATORS
C. Income
1. Household
1 Level
Survival
Definition
Score
monthly
Household
per capita income

above
provincial/
municipal/
city
poverty threshold
monthly per
capita
income is
below or
within the
provincial/
municipal/
city poverty
threshold
nd
rd
2 Level
Subsistence
Definition
Score
3 Level
Self-Sufficiency
Definition
Score
Household
Household
monthly per
capita income
is 50% 100% more
than the
provincial/
municipal/city
poverty
threshold
monthly
per capita
income is
more than
double the
provincial/
municipal/
city
poverty
threshold
The term income is derived from a job or employment in the form of cash
or in kind such as food items which are later on computed into cash. It
includes salaries and wages, compensation and net receipts derived
from family business enterprises/livelihood projects, GSIS/SSS pensions
received monthly of a family member and cash received out of wages,
salaries and other sources of income of a family member who is living
away from the family home such as a daughter or son working in Manila
but sends regularly to family a certain amount of her/his earnings.
All the income brought in by adult members in the household must also
be accounted for. However, chronically ill and physically/mentally
challenged members must not be included in computing the household
monthly per capita income. The grants given to clients through various
government or NGOs such as the Pantawid Pamilya monthly grant, is not
considered an income.
How to Score:
a. The level of well-being of household members on income indicator is
measured based on the household monthly per capita income and
the poverty threshold of a municipality/city/province. If the household
monthly per capita income is below the poverty threshold, the
household will be rated under the survival (level 1).
b. A household monthly per capita income of 50% - 100% more than
the provincial/municipal/city poverty threshold is rated under the
subsistence (level 2).
c. And households with a monthly per capita income of more than
double of the provincial/municipal/city poverty threshold is
considered self-sufficient (level 3).
13
The poverty threshold could be accessed at the LGU Planning Office or

from the internet website of the National Statistics Coordination Board.
The data on the household income could be generated from the
Pantawid and NHTS Household database.
How to compute: Get the monthly per capita household income from
LGU and other data bases, get the total monthly family income and
divide this with the number of family members to get the monthly per
capita; then compare this with the municipal per capita poverty threshold.
If the household consists of more than one family, the average monthly
income of each family will have to be computed before they can be rated.
HH monthly per capita income = Income 1 + Income 2
Number of Family Members
Score of the Income Variable:
Level 1 = HH monthly per capita income <
provincial/municipal/city poverty threshold
Level 2 = HH monthly per capita income is 50 100% more
than the provincial/municipal/city poverty threshold
Level 3 = HH monthly per capita is more than double of the
provincial/municipal/city poverty threshold
D. Social Insurance
INDICATORS
D. Social Insurance
membership in
1. GSIS;
SSS;
2.
1ST Level
Survival
Definition
Score
Not member
RIMANSI;
other
private
insurance;
savings
&
loan
association;
cooperatives
Members
of
the
in any
formal
insurance
institution/
association
Not a
Household 21 years
old and
above are
PHIC members
member or
inactive
member or
a member
who is
delinquent
in paying
membership
premiums
2nd Level
Subsistence
Definition
Score
3rd Level
Self-Sufficiency
Definition
Score
A member
A regularly
but irregular
in payment
of
membership
premiums
A member
for the
current
year
contributing
member
continuing/
regular
member or
self-paying
14
Under the first sub-variable, only formal associations such as

cooperatives or social insurance agencies such as the GSIS, SSS,
RIMANSI and private life insurances are covered. Mutual aid schemes
such as paluwagan and similar arrangements are temporary in nature
thus these are not included. Only adult household members are
members of such social security mechanisms and children and other
dependent members are generally covered as well.
The second sub-variable is focused on the households membership in
Philhealth. The four types of Philhealth memberships are: Overseas
Workers; Employed; Individually Paying; Sponsored; and Lifetime.
a. Overseas Workers a regular membership category that covers
land-based overseas Filipino workers.
b. Employed the membership is open for all government and private
sector employments. Both the employee and employer share in
remitting the monthly premiums.
c. Individually Paying Self-employed individuals, farmers, fisherfolks,
daily wage earners, freelance writers, etc. voluntarily remit their
contributions on a quarterly, semi-annual or annual basis.
d. Sponsored the less privileged families are provided with health
insurance by the National Government, Local Governments, private
individuals and corporations.
Sponsored members are rated under level 3 if their sponsorship is
continued annually or until such time when clients are able to pay for
their own membership premium.
e. Lifetime Individuals who have reached the age of retirement and
have paid at least 120 months premium.
How to score: A regularly contributing member of GSIS/SSS/RIMANSI
or any private insurance system or formal associations as earlier
stipulated is rated level 3; a member who is unable to pay regularly
his/her membership premium is rated 2 while an individual who is not a
member in any of these social insurance schemes will be rated 1.
In case a household member has contributions both with GSIS and SSS,
the membership status in both agencies will have to be considered. The
regular contribution in one agency will prevail over the irregular one,
thus, earning the rate of 3. For example, household member is regularly
15
contributing to GSIS through permanent employment but still holds

membership with SSS although he/she is not able to regularly pay the
premium. However, if the status in both agencies are not regular, then
the rate would still be 2.
Philhealth
members,
who
do
not
regularly
remit
their
premiums/contributions or are inactive, as well as those declared
delinquent in paying or not members at all, are rated under the Level 1. If
the individual is only a member for the current year, the rating is level 2.
And finally, if the individual is able to pay the premium on his own, the
rate of 3 is given.
It must be noted that all employable members must be rated under the
social insurance variable. Their membership in these agencies will have
a bearing on the upliftment of their well-being.
How to compute: Add the scores of the two sub-variables and divide by
2 to get the score for the variable for Social Insurance.
Score for Social Insurance Variable = SV1 + SV2
2
How to compute for the Indicator on Economic Sufficiency:
Add the scores of the four variables and divide by 4 to get the level of
well-being of the household. Please refer to the SWI Score Matrix on the
equivalence of the scores to the level of well-being.
Score of Economic Sufficiency Indicator =
Scores of: Employment/Job + Employable Skills + Income + Social Insurance
II. SOCIAL ADEQUACY

ST
INDICATORS
A.
Health
1.
Household
members
accessible
services
avail of
health
nd
Level
rd
Level
3 Level
Survival
Subsistence
Definition
Score
Definition
Score
II.
SOCIAL ADEQUACY
Self-Sufficiency
Definition
Score
Household
Household
members
do not avail
of
accessible
health
Household
members
sometimes
avail of
accessible
health
members
always avail
of
accessible
health
16
ST
INDICATORS
2.
Household
members
are
generally
healthy
during the year
3.
Household
has
access to
drinking water.
safe
nd
rd
1 Level
Survival
Definition
Score
services
A
1
2 Level
Subsistence
Definition
Score
services
Household
2
3 Level
Self-Sufficiency
Definition
Score
services
Household
3
household
member
suffers an
illness
Household
is able to
manage
illness of a
member
Household
members
are
generally
healthy
Household
has access
to drinking
water but
from
unguarante
ed sources
(streams,
rainfall etc)
has partial
access to
safe
drinking
water thru
commercial
sources
(water
stations)
has access
to safe
drinking
water
through a
faucet/pipeli
ne
connected
to a trusted
waterworks
system
A. Health
The first variable under Health is aimed at measuring the health-seeking
behaviour of household members. The behaviour of households in going
to health units for treatment of illnesses or for other health services is a
factor that contributes to either the progression or regression of the
health condition. Promotion of good health is generally through proper
nutrition, an adequate and balanced diet, desirable food and nutrition
practices and healthy habits such as washing of hands and drinking safe
water. Healthy life styles also promote and protect health and well-being.
All diseases have elements of prevention. Some of these preventive
measures are being made available in the community through the health
units, such as vaccines, pre-natal care and post pregnancy care.
How to score: Level 3 is given to the household who avail of accessible
health services; 2 for those who sometimes avail of these services and 1
for those who do not avail of such services.
The health of household members is the main consideration of the
second variable. This variable builds up the responsibility of the
household to respond to health condition of its members and seek for
medical assistance. The presence of an illness is rated 1 and if the illness
is managed such as treatment was sought/provided, then the rating is 2.
The data for the third variable which pertains to access to safe drinking
water may be obtained from the interview and validated through home
visit and from the LGUs. The household who gets their drinking water
17
from a faucet inside their house/yard directly connected with a water

pipeline from the community water system or the local waterworks
system is rated 3. The household who gets and use drinking water from
commercial sources like water stations is rated 2. Rated under 1 are
those who get their drinking water anywhere regardless of the source
such as spring, river, stream and collected rainfall and with no knowledge
whether water is also for drinking or not.
How to compute the Health variable: Add the scores of the 3 subvariables and divide the sum by 3 to get the score for the variable.
Score of Health Variable =
SV 1 + SV2 + SV3
3
B. Nutrition
INDICATORS
ST
Members
Household
Members
members
take
three meals a day
only take
one meal a
day
Members
3.
children
years old
below 6
3 Level
Members
1.
members take wellbalanced meals
rd
Level
Self-Sufficiency
Definition
Score
Nutrition
Household
Subsistence
Definition
Score
B.
2.
nd
Level
Survival
Definition
Score
only share
one wellbalanced
meal a day
Very low
take 2
meals a day
1
Members
share 2
wellbalanced
meals a day
Below
take 3
meals a day
2
Members
share 3
wellbalanced
meals a day
Normal
normal
Score of Nutritional Status of Children =
Child 1 + Child 2
2
*This is only applicable to children below six years old
The Food and Nutrition Research Institutes Food Pyramid 5 gives

information on what is a well-balanced diet/meal:
5
Antonio, Ma. Katrina M. Key to Good Health and Long Life National Nutrition Council
power point accessed at www.nnc.da.gov.ph on 13 May 2010.
18
Eat most rice and other cereals, bread and root crops;
In the rural areas, meals usually are composed of fish or meat,

vegetables and rice, usually taken three times a day.
The third variable is the nutritional status of children below 6 years. The
New WHO Child Growth Standards for Use of Children 0-5 Years Old
was adopted by the National Nutrition Council Board under Resolution 2,
Series of 2008. This covers, among others, weight-for-age, height-forage and body mass index-for age and other factors leading to under or
over-nutrition. Thus, the nutritional status of children may not be readily
available to the parents. The answer to this variable is to be taken from
the RHU, the ECCD check list and/or from the day care centers/ECCD
centers.
How to score: The rating will depend on the frequency of meal intake by
household members. Those who take three meals a day will be rated 3,
while those who take two meals a day will be rated 2. Those who eat
only one meal a day will be rated 1.
On the other hand, those who eat well-balanced meals at least thrice a
day are rated 3 while those who eat twice a day of a well-balanced meal
are rated 2. Those who eat only one well-balanced meal are rated 1.
The rating on the nutritional status of the children will depend on the
results taken from the RHU or DCC/ECCD. The names of the individual
children who are below 6 years old must be written down with their
corresponding nutritional status. If the result is normal, the rating is 3, if
below normal, it is 2 and if low, it is rated 1.
How to compute: Add the scores of the sub-variable on nutritional
status of the listed children and divide by their number to get the score
for the sub-variable on nutritional status. Add this with the score on the
well-balanced meal then divide into two to get the score for the variable
on nutrition.
Score of Nutrition Variable = SV 1 + SV2 + SV3

3
19
C. Sanitation
1
C.
Sanitation
1.
Household
2.
ST
nd
Level
Survival
Definition
Score
INDICATORS
uses
No toilet
sanitary toilet
facility
Household
Proper
practices
proper
garbage disposal
garbage
disposal is
not
practiced
rd
Level
3 Level
Subsistence
Definition
Score
With toilet
but not
sanitary
(open pit)
Proper
garbage
disposal is
practiced
but not
segregated
Self-Sufficiency
Definition
Score
With
sanitary
toilet facility
2
Proper
garbage
disposal is
practiced
with
segregation
The first sub-variable considers the household members capacity to

install a sanitary toilet for its household. A sanitary toilet generally means
water-sealed (with or without flush) with sever/septic tank (posonegro)
and is used only by the household members in their home. Other
arrangements such as an open pit and others such as the pail system
are not considered sanitary.
The second sub-variable is the practice of proper garbage disposal which
minimizes the spread of infections. It also reduces the risk of accidental
injury. This indicator is in accordance with the Ecological Solid Waste
Management Act of 2000 (RA 92003), which stipulates proper
segregation, collection, transport, storage, treatment and disposal of
solid waste.
The law also requires all Local Government Units to establish an
ecological solid waste management program. The social worker can
educate the household members on proper waste disposal or ask them
to attend barangay sessions on the said subject matter. He/she can
advocate with the barangay council for the full implementation of the law.
How to score: Relative to the use of sanitary toilet, the rate of 3 is given
if the household use a water-sealed toilet in their own home; rate 2 if they
use other means such as an open pit and the rate of 1 if the household
has no toilet facility.
In the garbage disposal, the main difference between rating 3 and 2 is
the segregation of waste materials, thus if household segregates their
garbage as nabubulok at hindi nabubulok, the rating is 3 while the
household who does not segregate but practice garbage disposal is
20
rated 2. The rating of 1 is for a household who does not practice any
garbage/waste disposal at all.
two and get the score for the variable on sanitation.
Score of Sanitation Variable = SV 1 + SV2
D. Hygiene
INDICATORS
1ST Level
Survival
Definition
Score
D.
Hygiene
1.
Household
Has poor
members
always
practice
selfcare/personal
hygiene
hygiene
practices
2nd Level
Subsistence
Definition
Score
Sometimes/
infrequent
hygienic
practices or
neglectful of
self-care
3rd Level
Self-Sufficiency
Definition
Score
Always
practice
selfcare/person
al hygiene
The next variable is focused on the practice of self-care or personal

hygiene which is considered as preventive measures to reduce the
spread of illnesses. Personal hygiene generally means the cleanliness of
the external body. This includes washing and oral, hair, nail and wound
care6. In most households, this means taking daily baths, brushing ones
teeth after meals, properly washing ones hands, taking care of/trimming
the hair and nails and having clean clothing. The individual generally
looks clean and smells good.
How to score: A rating is based on the frequency of the practice of selfcare/personal hygiene; i.e. if always, a rating of 3; if sometimes, the
rating is 2 and if none at all, the rating is 1.
How to compute: Since there is only sub-variable, the rating will also be
the score for the variable.
Hygiene Expert, www.hygiene expert.co.uk accessed 20 April 2010.
21
Score of Hygiene Variable:

Level 1 = HH does not practice self-care/personal hygiene
Level 2 = HH sometimes practices self-care/personal hygiene
Level 3 = HH always practices self-care/personal hygiene
E. Housing and Other Living Conditions

1
E.
Housing
1.
other
Living
Conditions
Housing
Structure
3.
Location
nd
Level
rd
Level
3 Level
Subsistence
Scor
Definition
e
Self-Sufficiency
Definition
Score
and
sturdy and durable
2.
ST
Survival
Definition
Score
INDICATORS
House
made of
salvaged
materials
of
Not safe
residence is
and secure
safe
Household
uses
Uses
regular and
lighting facility
safe
homemade
lamp or
gasera or
candle
House made
House
made of
combined
sturdy and
durable
materials
Safe and
of light
materials
and secure
Vulnerable to
harm and
displacement
Uses
commercially
produced
kerosene or
gas lamp (ex.
Coleman and
Petromax)
secure
Uses
electricity,
LPG, or
similar
lighting
facility
Although programs or services in response to the state of the

households housing and other living conditions are not readily available,
the findings of this variable will serve as a starting point for policy
advocacy and policy reform by the social worker/case manager as her
role in intervention at the level of the system and good governance.
The housing structure (in terms of housing materials) and the location of
residence of the household ensure the members safety and security.
The use of safe lighting facility is of utmost importance to prevent
accidents and community disasters.
22
How to score: A household who has a house made of salvaged

materials is rated 1 while those houses made of predominantly light
materials is rated 2. Houses with sturdy and durable materials such as
hollow blocks and sturdy wooden materials available in the community is
rated3.
In terms of location of residence, households in areas along railroad
tracks, river banks, mountainous areas where landslides occur are to be
rated 1 while those households in rural/urban depressed communities
are considered vulnerable to harm and displacement and should be
rated2. Those located in secure and safe communities are rated 3.
The household who has their own electrical connection or shares from a
neighbor but pays for their own electrical consumption or use other safe
lighting facilities such as the LPG will be rated 3. The use of gas lamps
like the commercially produced lighting equipment such as the Petromax
and Coleman will be rated 2 while those who use the traditional gasera
and candle will be rated 1.
How to compute: Add the scores in the three sub-variables then divide
this into three to get the score for the variable on Housing and Other
Living Conditions.
Score of Housing Variable =
SV1 + SV2 + SV3

3
F. Educational Status of Household Members
INDICATORS
F.
Educational Skills
1.
of
Household
Members
Household
members 10 years
old and above able
to read and write
and
dosimple
calculation
1.1
1.2
1.3
1.4
1.5
ST
nd
Level
Survival
Definition
Score
Members
cannot read
or write
rd
Level
Subsistence
Definition
Score
Members or
some
members
have
difficulties in
reading,
writing,
counting
and in
understandi
ng simple
messages
or
instructions
3 Level
Self-Sufficiency
Definition
Score
Members
are able to
read, count,
write and
understand
messages/
instructions
without
difficulty
23
ST
1 Level
Survival
Definition
Score
Household
1
INDICATORS
2.Household
members of school
age are in formal
and
informal
school.
2.1
2.2
2.3
2.4
2.5
members
are not
enrolled
nd
2 Level
Subsistence
Definition
Score
Household
2
members
are enrolled
but unable
to continue
schooling
within the
current
school year
rd
3 Level
Self-Sufficiency
Definition
Score
Household
3
members
are
continuousl
y in school
during the
current
school year
The first variable is on the literacy of household members, both adults

and children who are 10years old and above, as far as reading, writing
and counting or doing simple calculation. The member may have not
finished any level of formal schooling but is able to read, write and count.
The informal school mentioned in the second variable includes the
alternative learning system (ALS), homes-based schooling, special
education (SPED), and mobile schools.
There will be no bearing in the score if the household member is not
enrolled on time or at the grade level appropriate to his age. However,
the delay in school grade level could be another concern that may be
looked into for possible interventions by the social worker such as use of
the accreditation system and the placement tests. For guidance, the
following is the regular school age and the appropriate level of schooling:
3 4 years old
5 years old
6 12 years old
13 17years old
= day care
= pre-school
= Elementary
= secondary/high school
How to score: The names of household members, who are the concern
of the variables under education, should be listed down in the form with
their respective scores which correspond to their status regarding the
ability to read and write and their school attendance regardless of their
age and grade level.
The first sub-variable is focused on the ability of household members to
count, read and write thus if all of them are able to do so, the rating is 3;
if some have difficulties, the rating is 2 and if not all of them has the
ability to read, write and count, the rating is 1.
On the attendance to school (formal and informal) of the school-aged
children, if all are in school, rate 3, and if some of the children drop-out of
24
school during the current school year, the rating is 2. If the children are
not enrolled during the school year, the rating is 1.
Remember to write down the names of the adults and children (for subvariable 1) and the school-aged children (for sub-variable 2) and rate
them individually.
How to compute: Add the ratings of the individuals in each of the subvariable, then divide by the number of individuals to get the score for
each of the sub-variable. Divide the scores of the sub-variables by 2 and
you get the score for the variable on Educational Status of Household
Members.
Rate of SV1 = Score of Household Member (HM) 1
+ HM2 2
Rate of SV2 = Score of Household Member (HM) 1
+ HM2 2
Score of Educational Status Indicator = Rate of SV1 + Rate
of SV 2
G. Family Activities
INDICATORS
ST
nd
Level
rd
Level
3 Level
Survival
Definition
Score
Subsistence
Definition
Score
Self-Sufficiency
Definition
Score
Household
Household
G.
Family Activities
1.
Household
Household
members
are
regularly
involved
in
family
recreational
activities
members
not
engaged in
any kind of
these
activities
2. Household
members
are regularly attending
Family
Development
Sessions
(FDS) and
other similar activities
Household
members
attend at
least 1-2
sessions in
a span of 6
months
members
have
occasional
communicat
ion and/or
involvement
in any kind
of these
activities
1
Household
members
attend 3-5
sessions in
a span of 6
months
members
are
regularly
engaged in
any kind of
these
activities
and spend
quality time
together
Household
members
attend 6
sessions in
a span of 6
months
25
The variable under Family activities takes into consideration the situation
which is now becoming common in the Philippines families with
migrant workers both domestic and international. It may be impossible to
be physically together and spend quality time as a family/household but
there is communication between and among household members
particularly now with mobile phones and other communication gadgets
more available to everyone. Thus, the factor of being able to
communicate regularly with one another is included.
How to score: The rating is based on the frequency of contacts between
and among family members whether through personal contacts or other
means of communication. If always, such as family rituals i.e. eating
together, going to church/picnic/movies together and celebrating ones
birthday or other special events, the household should be rated 3. If
seldom or occasionally, the rating is 2 and if none at all, the rating is
1.The attendance of household members to Family Development
Sessions (FDS) is also being considered. If household members were
able to attend 6 sessions in a span of 6 months, the household should be
rated 3. If it has attended 3-5 sessions during the same period, the rating
is 2 and if it has only attended 1-2 sessions, the rating is 1.
two to get the score for the variable on family activities.
Score of Family Activity Variable = SV1 + SV2
2
H. Role Performance of Household Members
INDICATORS
H.
Role
1ST Level
Survival
Definition
Score
2nd Level
Subsistence
Definition
Score
3rd Level
Self-Sufficiency
Definition
Score
Can define
Can define
Performance
of
Household
Members
1. Adult
household
members are able
to
discern
the
problems
and
arrive at solutions.
Cannot
define the
problem,
causes and
not able to
think of any
solutions
the
problems,
aware of the
causes but
not able to
think of
solutions
the
problems,
aware of the
causes,
implications
and is able to
think of
solutions with
the
participation
of family
members
26
ST
INDICATORS
2.
Adult
household
members
participate
decision making.
3.
in
Household
members
not
involved
in
incidence
of
neglect,
abuse,
exploitation
and
violence in
the
home and in the
community.
4.
Household
members are able
to care and nurture
a member
with
health,
nutritional
and/or
special
needs.
5.
Household
members
participate in
at
least one legitimate
peoples
organization/associ
ation or
support
groups for
social,
economic,
cultural
and
spiritual
activities of
the
community.
nd
rd
1 Level
Survival
Definition
Score
Cannot
1
2 Level
Subsistence
Definition
Score
Attempts to
2
3 Level
Self-Sufficiency
Definition
Score
Able to make
3
make
appropriate
decisions
on his/her
own
make a
decision but
not always
appropriate
appropriate
decisions on
his/her own
and involves
other family
members
including
children
development
ally
appropriate
activities
No
incidences of
abuse,
exploitation
and violence
in the home
and
community
within the
current year
Caring and
With
incidents
but not
reported nor
resolved
within the
current year
Household
neglectful of
attending
members
with health,
nutritional
and/or
special
needs
Household
members
do not
participate
With
incidence
but reported
and
resolved
within the
current year
Occasionall
y attending
to the needs
of member/s
with health,
nutritional
and/or
special
needs
Household
members
inactively
participate
nurturing the
members
with health,
nutritional
and/or
special
needs
2
Household
members
actively
participate in
any
legitimate
peoples
organization/
association/
support
groups for
social,
economic,
cultural and
spiritual
activities of
the
community
The first two sub-variables under Role Performance are in relation to

problem-solving and decision-making by the household members. When
appropriate, as far as maturity and ability are concerned, children are to
be involved in these two areas particularly in the area of decision-making
27
when such affects their lives as well such as moving to a new school or
community, etc.
The first sub-variable is on discernment or identifying problems and the
corresponding solutions. The second sub-variable is on the participation
of household members in decision-making as well as on the
appropriateness of such decisions. Discussions of problems and
decision-making can be done through family conferences/discussions.
Oftentimes, only the couple discusses and decides or else it is only the
father who makes the decision. The social worker should look into the
pattern of the household in problem- solving and decision-making.
The third sub-variable is in relation to the participation/involvement of
household members in situations of violence in the home and in the
community within the current year. Violence will include neglect,
abandonment, abuse and exploitation of any member within the
household or involvement of any member in violent activities outside the
home such as in the school and in the community. An example is in the
school, where a child can be a victim of bullying or he can be the bully or
the aggressor/attacker.
The fourth sub-variable looks into the ability of household members to
care and nurture one another, attend to a household member who has
health concerns or who needs special attention due to disabilities and
other similar situations. For parents, they are to promote the growth and
development of their children, give them affection, guidance and
attention to their needs. Caring and nurturing relationships between and
among the household/family members is the foundation of a strong
family life.
Finally, the fifth sub-variable aims to measure the degree of participation
in any legitimate organization or association in lieu of the number of
organizations participated in by the household member. Legitimate/legal
organizations or associations include peoples organizations, support
groups, socio-civic and religious organizations and other community
associations.
How to score: For the first sub-variable, household members who are
able to identify their problems, analyze causes and come up with
appropriate solutions is rated 3. When unable to identify solutions to
identified problems, the rating is 2 and a rating of 1 is given to a
household who is unable to identify their problems and arrive at solutions
thereof.
28
For the second sub-variable, a household unable to make appropriate

decisions on their own is rated 1, one who attempts to make appropriate
decision but is unable to is rated 2 and for those whose members,
including children when proper, participate in the decision-making
process and makes appropriate decisions is rated 3.
Non-involvement of household members in violent activities in the home
and in the community within the current year will warrant a rating of 3,
and when violence occurs but is managed by the household members,
the rating is 2. When there is violence in the home or a member is
involved in violent activities in the community and such is not reported
nor resolved, the rating is1.
The rating in the fourth sub-variable is based on the frequency of the
care and nurturance given to household members. If neglectful, the
rating is 1; if occasional or sometimes, the rating is 2and if always, the
rating is 3.
The degree of participation of family members is rated if actively
participating, the rating is 3; if inactive, rating is 2 and if not a member of
any organization/association, the rating is 1.
How to compute: Add all the scores of the five sub-variables then divide
the sum by 5 and you get the score for the variable on Role Performance
of Household Members.
Score of Role Performance Variable = SV1 + SV2 + SV3 +
SV4 + SV5 5
For the over-all score for Social Adequacy, add the scores of the 8
variables then divide by 8 and you get the score for Social Adequacy.
Again, use the score matrix for the equivalent level of well-being of the
household based on the over-all score.
Score of Social Adequacy =

Score of Variables: A + B + C + D + E + F
+G+H8
29
The SWI Score Matrix

In summary, the level of economic sufficiency of the household is
determined by getting the average of the actual scores of the four
variables: employment/job; employable skills; income and social security.
As for the level of social adequacy, the average scores of all eight
variables (A to H) and sub-variables must be computed.
And the total well-being of the household is obtained by getting the
average score of the two main indicators
Level of Well-being = Economic Sufficiency Score + Social Adequacy Score
2
It will be noted that the scores by indicators may vary from a low 1 to a
high 3. The average from the combination of the different scores will
therefore give the level where the client or clients belong to.
The following is the guide for households rating:
SCORE POINTS
1 1.9
LEVEL
1st Level Survival
1.91 2.9
2nd Level Subsistence
2.91 3
3rd Level - Self-Sufficiency
Summary:
At Intake
1st Evaluation Score

Equivalent
2nd Evaluation
Score Equivalent
3rd Evaluation
Score Equivalent
4th Evaluation Score

Equivalent
LEVEL OF WELLBEING OF HH
Economic
Sufficiency
Social Adequacy
LEVEL OF WELLBEING OF HH
Economic
Sufficiency
Social Adequacy
30
Chapter IV
The Application of the SWI
Using the case of the Alvarez Household, the SWI is used for
assessment, planning, monitoring and evaluation purposes. The
checkpoints are done after intake every six months so one can see the
changes in the level of well-being of the Alvarez Household through the
SWI Score Matrix.
CONFIDENTIAL
INTAKE CASE SUMMARY
Clients Name: Lea Alvarez
MSWDO Case No. 001
Date & Place of Birth: January 15, 1974 at Poblacion, Naujan, Mindoro
Oriental
Present Address: Poblacion, Naujan, Oriental Mindoro
Sources of Information:
Lea Alvarez client
Ruben Alvarez husband of Lea
Victoria Perez day care center worker
Presenting Problem:
Lea came to the MSWDO to seek assistance for her family. Her
husband, Ruben was recently laid off being an on and off farm worker.
They have five children aged 13 to 3 years old. The household is at the
survival level and they need financial assistance to meet their basic
needs. They also want to send their two older children who are out of
school to resume their schooling this coming school year. The couple has
strengths to build on to enable them improve their living condition.
Background Information:
The Alvarez household has been residents of Poblacion since birth. The
couple were neighbors and they put up their own home when they got
married. Ruben had a job, though irregular, as a farm worker in a nearby
31
municipality. He earned Php1000 a week working at least two weeks in a

month. His three younger children are in school/day care center but the
two older ones are out-of-school.
The couple has tried improving their economic condition by setting aside
a small amount as capital for Leas buy and sell of vegetables. However,
with such small capital, this did not last long. Their parents who live
nearby give them food sometimes. They grow their own vegetables
which supplement their food needs.
Assessment summary statement:
Lea and Ruben are desirous to improve their economic condition so that
they can meet their basic needs and send their children to school.
Rubens being laid off from his farm work lead them to seeking help from
the MSWDO. They have shown initiative and determination to work
together to improve their life and provide a better life for their children.
Recommended Interventions:
Based on the initial assessment made on the Alvarez household, the
following interventions are recommended:
-generating project
A deeper study on the other needs of the Alvarez household should be

made. And together with the household, arrive at a more detailed
intervention plans to achieve the goals set relative to the improvement of
their economic situation.
Case Manager: Loida Cruz
Date Summary Done: April 30, 2010
32
CONFIDENTIAL
The SWI at Intake as an Assessment Tool
ALVAREZ HOUSEHOLD
I.
There are four (4) variables for the indicator of economic sufficiency a)
employment or job; b) employable skills; c) income and (d) social
insurance.
A. Employment/Job
1. Head of the household has an on-off job/seasonal
employment
2. Lea is the only other adult member of the household
and has no job
2
1
Computation: 3/2 = 1.5

1. Leas husband, Ruben, is an elementary graduate but has no
technical occupational skills (rate of 1); Lea finished Grade 4,
she does not possess any technical/occupational skills, with little
experience of buying and selling when she was single (rate of 1)
Computation: 2/2 = 1
C. Income
1. The household monthly per capita income in the
municipality is Php1,500 and with the irregular
income of Ruben of Php2,000 a month for a family of
seven (7), their income is below the poverty
threshold of the municipality
The social worker needs to know the per capita poverty threshold of the
municipality or city where the client/household resides. This data is
available at the LGU Planning Office.
33
Computation: 1 = 1
D. Social Insurance membership in:

1.
Ruben and Lea are not members of any insurance

system nor savings & loan associations or
cooperative
2. Both Ruben and Lea are not enrolled with PhilHealth
1
1
The social worker can now compute the score of the household in
relation to economic sufficiency. Add the scores which is 4.5, then
divide by the number of variables 4 and the answer is 1.12 which
means that the household is at the survival level or level 1.
II. SOCIAL ADEQUACY
There are eight (8) variables under the indicator of social adequacy a)
health; b) nutrition; c) sanitation; d) hygiene; e) housing and other living
conditions; f) educational status of household members; g) family
activities; and h) role performance.
A. Health
1.
Lea usually brings her children to the health center for

immunization and other health services
2. The household members are generally healthy during the
3
3
year
3.
Leas household uses drinking water from a communal

source but safety of the source of water has not been
confirmed
Computation : 7/3 = 2.33

B. Nutrition
1. The family eat three times a day
3
34
2.
Lea prepares the household meals which usually consist of

vegetables taken from their backyard, rice and sometimes 2
fresh or dried fish and sometimes bits of pieces of meat for lunch
and dinner. For breakfast, they have coffee and pan de sal.
3.
Lea is not aware of the nutritional status of her two children:

Rizalde, 5 years old.
Rita, 3 years old
The social worker or Lea needs to get the data from the RHU or the day
care center where Leas children are enrolled.
Since the score is not complete; We will have to compute only Nos 1
and 2. From this, we compute 5/2 = 2.5 which is in the subsistence
level.
C. Sanitation
1.
Leas household has no sanitary toilet; they use the

wide open fields to release themselves
2. The household practices proper garbage disposal;
their barangay has a waste management system
The social worker will validate the information during home visit to family.
Computation : 4/2 = 2
D. Hygiene
1. Lea sees to it that her husband and children are
always clean, taking a bath regularly, washing their
hands, brushing their teeth and have clean clothing
Score is 3
E. Housing and other Living Conditions
1. The house of the Alvarez is a makeshift and made of
light materials
2. The location of their residence is safe and secure
being not so far from the poblacion
2
3
35
3. The household uses a homemade kerosene lamp or

gasera
The social worker to validate during home visit.

1.
Ruben, Lea and their two older children who are 10

and 13 years old are able to read and write and do
simple calculation
2. The children of school age are:
Paulo, 13 years, finished Grade 4, out-of-school
Angelica, 10 years old, finished Grade 2, out-ofschool

Richard, 8 years old, Grade 1, in-school
1
3
Rizalde, 5 years old, attends day care center
Rita, 3 years old, attends day care center

Computation: 3 + 2.2 = 5.2/2 = 2.6
1.
The household members regularly eat together, talk

with one another and occasionally have recreational
activities like going to church, go out for picnics, visiting
relatives, celebrating birthdays and other 2 similar
activities ,
2.
Lea is very interested to learn new things so she

sees to it that she attends all Family Development
Sessions and similar activities conducted in their
area.
3
36
Computation : 5/2 = 2.5

1. Ruben and Lea are able to identify their problems,
look at the causes and sometimes able to arrive at
solutions
2. The couple usually discuss their problems and jointly
arrive at decisions relative to their children and their
daily living
3. The household members are not involved in any
incidence of neglect, abuse, exploitation and violence
in the home and in the community
4. Ruben and Lea are able to care and nurture their
childrens health and nutritional needs
5. Lea is a member of the day care centers parents
committee although is not able to attend meetings
regularly
3
3
3

Over-all computation for social
adequacy: 19.53/8 = 2.44 subsistence level
Economic sufficiency + social adequacy = level of

well-being 2
Using this formula 1.12 + 2.44 = 1.78--- survival level
2
The Alvarez household is at level 1 or at survival
level of well-being.
37
CONFIDENTIAL
SOCIAL WELFARE INDICATORS MATRIX

SCORE SHEET
Name of Household Head:
RUBEN ALVAREZ
Entry Date:
April_30, 2010
I. ECONOMIC SUFFICIENCY
A. Employment/ Job
Actual Score Points

A
B
C
1.12
1.5
1. Head of the household employed
or with a regular/permanent job

2. Other members of the household
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
18 years old and above employed

38
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
or with regular/permanent job/s,
(excluding those being referred to
in RA 7610, RA 7277 as amended
in RA 9442, and RA 9994)
1. Adult
members
of
the
insurance;
savings
above
city
D. Social Insurance
1. GSIS; SSS; RIMANSI other private
&
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
household
possess
professional/
technical/occupational
skills
duly
recognized
by
appropriate authorities
C. Income
1. Household
monthly
per
capita
income
provincial/municipal/
poverty threshold
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
1
1
loan
39
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
2.
association; cooperatives
Members of the Household 21
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
years old and above are PHIC

members
II. SOCIAL ADEQUACY
A. Health
1.
Household
2.
accessible health services

Household
members
3.
generally healthy during the year

Household has access to safe
B.
drinking water.
Nutrition
1.
members
2.44
2.33
avail of
are
Household members take

meals a day
2. Household members take
1
2.5
three
well-
40
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
balanced meals
3. Nutritional status of children below 6
C.
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
years old
Sanitation
1.
Household uses sanitary toilet
2.
Household
D.
garbage disposal
Hygiene
1.
Household
practice
hygiene
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
practices
proper
members
always
self-care/personal
E.
Housing
and other
Living
1.
Conditions
Housing Structure sturdy and
2
2
41
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
durable
2.
3.
Location of residence is safe and

secure
Household uses regular and safe
3
1
lighting facility
F.
Educational
Skills
of
2.6
Household Members
1.
Household members 10 years old

and above able to read and write
and do simple calculation
1.1 Ruben, Lea and their two 3 older
children who are 10 and 13 years old
are able to read and
write and do simple calculations
1.2 1.3 1.4 1.5
2.2
42
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
Household
members of school
age are in formal and informal
school.
2.1 Paulo, 13 y/o, finished
G-1, Out-of-school
2.2 Angelica, 10 y/o, finished
G-4, Out=of-school
2.3 Richard, 8 y/o, Grade 1,
In school
2.4 Rizalde, 5 y/o, attends
Day Care Center
2.5 Rita, 3 y/o, attends
Day Care Center
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
2.
1.
Household members are regularly

involved in
activities
2.
1
1
3
3
3
2.5
2
family recreational

attending Family
Development
Sessions and
other similar
43
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
H.
activities.
Role
1.
Household Members
Adult household
members are
2.
able to discern the problems and

Adult
household
members
3.
participate in decision making.

Household members not involved
4.
in incidence of neglect, abuse,

exploitation and violence in the
home and in the community.
Household members are able to
5.
care and nurture a member with

health, nutritional and/or special
needs.
Household members participate in
Performance
at least one legitimate
of
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
2.6
peoples
44
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
First Evaluation
after 6 months
Date: _____________
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
organization/association
or
support
groups
for
social,
economic, cultural and spiritual
activities of the community.
SUMMARY:
At Intake

Equivalent
2nd Evaluation Score

Equivalent
LEVEL OF WELL-BEING OF HH - 1.78_/ SURVIVAL

Level 1
Economic Sufficiency Level 1 - 1.12
Social Adequacy Level 2 - 2.44
45
CONFIDENTIAL
First Checkpoint of the SWI (after 6 months of implementation)
ALVAREZ HOUSEHOLD
I.
A. Employment/Job
1. Head of the household has an on-off job/seasonal
employment (Ruben was rehired as a farm worker with 3
weeks of work
2. Lea was given capital by MSWDO to start a buy and sell of
2
2
vegetables
1. Leas husband, Ruben is an elementary graduate but has
no technical or occupational skills (rate of 1); Lea finished
Grade 4; does not possess any technical/occupational
skills, with little experience of buying and selling when she
was single(Rate of 1)
C. Income
1. The household monthly per capita income in the
municipality is Php1500 and with the income of Ruben of
Php 3000 a month and Leas income of Php200/day for 5
days amount only to Php70000/month for a family of seven
(7) which is still below the poverty threshold of the
municipality
Computation: 1
46

1. Ruben and Lea are not members of any insurance system
nor savings & loan associations or cooperative
2. Both Ruben and Lea are now enrolled with PhilHealth
1
2

relation to economic sufficiency. Add the scores of the four
variables which is 5.50, then divide by the number of variables 4
and the answer is 1.37 which means that the household is still at the
survival level or level 1.
II. SOCIAL ADEQUACY
A. Health
1. Lea usually brings her children to the health center for
2. The household members are generally healthy during the
year
3. Leas household uses drinking water from a communal
3
3
1
source but safety of the source of water has not been

confirmed
B. Nutrition
1. The family eats three meals every day
2. Lea now prepares well-balanced meals three times a day
3
3
3. The two children are both normal in their nutritional status
47
C. Sanitation
1.
Leas household now uses an open pit as sanitary toilet
2. The household practices proper garbage disposal; their
barangay has a waste management system

Computation: 5/2 = 2.5 .
D. Hygiene
1. Lea sees to it that her husband and children are always
clean, taking a bath regularly, washing their hands,

brushing their teeth and have clean clothing
Score is 3
1. The house of the Alvarez is a makeshift and made of light
materials
2. The location of their residence is safe and secure being not
so far from the poblacion
3. The household now uses a petromax
2
3
2

1. Ruben, Lea and their two older children who are 10 and 13
years old are able to read and write and do simple
calculation
2. The Alvarez children are now all in school
3
3
48
G.
Family Activities
1. The household members regularly eat together, talk with 2 one

another and occasionally attend family recreational activities
like going to church together, go out for picnics, visiting
relatives, celebrating birthdays and other similar activities ,
2.
Lea regularly attends Family Development Sessions and

other similar activities in their area.

1. Ruben and Lea are able to identify their problems, look at
the causes and able to arrive at solutions after counseling
sessions with MSWDO
2. The couple usually discuss their problems and jointly arrive
3
3
at decisions relative to their children and their daily living

3. The household members are not involved in any incidence
of neglect, abuse, exploitation and violence in the home

and in the community
4. Ruben and Lea are able to care and nurture their childrens
health and nutritional needs

committee and the PTA and attends meeting regularly

Over-all computation for social
adequacy: 21.66/8 = 2.70--- subsistence
level
49
Economic sufficiency + social adequacy = level of well-being
Using this formula 1.37 + 2.70 = 2.03--subsistence level 2
The Alvarez household is at level 2 or at subsistence

level of well-being. They have moved from survival to
subsistence level after 6 months.
50
CONFIDENTIAL

SCORE SHEET
RUBEN ALVAREZ
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
1.12
1.50
A. Employment/ Job
1. Head of
the household gainfully
employed
or
with
regular/permanent job
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
1.37
2
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
51
Entry Date:
April_30, 2010
2. Other members of the household 18
Actual Score Points

A
B
C
1
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
2
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
years old and above excluding

those who are chronically ill and
others, gainfully employed or with
regular/permanent job/s
1. Adult members
of the household
possess
recognized
by
authorities
C. Income
professional/
skills
duly
appropriate
1. Household monthly
per
1
1
1
capita
income above provincial/municipal/

city poverty threshold
D. Social Insurance
1. GSIS;
SSS;
1
1
RIMANSI,
1
1
1.5
other
52
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
private insurance; savings & loan
2.
1
1
Health
1.
Household
2.

Household
members
3.
generally healthy during the year

Household uses drinking water.
B.
Nutrition
2.44
2.70
2.33
members
1. Household members
meals a day
avail
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
1
2

members.
II. SOCIAL ADEQUACY
A.
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
2.33
of
are
1
2.5
take three
3
3
53
Entry Date:
April_30, 2010
1.
2.
Household members take wellbalanced meals

Nutritional status
of children
Actual Score Points

A
B
C
2
-
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
3
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
below 6 years old

C.
Sanitation
1.
2.
Household
D.
garbage disposal
Hygiene
1.
Household
E.
practice
hygiene
Housing
practices
proper
2.5
members
always
3
3
self-care/personal
and other
Conditions
1. Housing Structure
Living
sturdy and
2
2
2.33
2
54
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
durable
2. Location of residence is safe and
secure
3. Household uses regular and safe
lighting facility
F. Educational
Skills
of
Household Members
1. Household members 10 years old
2.6
3
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
3
3

1.1Ruben, Lea and their two
older children who are 10 and

13 years old are able to read
and write and do simple
calculation
1.2
1.3
1.4
55
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
1.5
. Household members of school age are
2.2
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
in formal and informal school.

. 2.1 The Alvarez children are now
all in school
G.
1.
Family Activities
involved
activities
2.
2.5
2.5
in family recreational
H.

attending Family Development
Sessions and similar activities.
Role
Performance
of
1.
Household Members
Adult household members
are
2.6
2
3
3

56
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
2. Adult
household
members
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C

4. Household members are able to

needs.
5. Household members participate in

3. Household members not involved
Second Evaluation
after 12 months
Date: _____________
Actual Score Points
A
B
C
at least one legitimate peoples

or
support
groups for
social,
economic, cultural and
spiritual
57
SUMMARY:
At Intake
LEVEL OF WELL-BEING OF HH - 1.78 /SURVIVAL Level 1

Equivalent

Equivalent
LWB: 2.03
SUBSISTENCE
LEVEL 2
Economic Sufficiency 1.12 Level 1
ES: 1.37 Level 1
Social Adequacy 2.44 - Level 2
SA: 2.70 Level 2
58
CONFIDENTIAL
Second Checkpoint of the SWI (after 12 months
of implementation)
ALVAREZ HOUSEHOLD
I.
A. Employment/Job
1. Head of the household has now a regular job in the farm
2. Lea was given additional capital by MSWDO
B. Employable Skill
1.5
1. Leas husband, Ruben is an elementary graduate but has

no technical or occupational skills (Rate of 1); Lea
underwent training at TESDA on food processing(Rate of 2)
C. Income
1. The household per capita income in the municipality is
Php1500 and with the income of Ruben of Php 6000 a
month and Leas income of Php8000/month for a family of
seven (7) which is within the poverty threshold of the
municipality
Computation: 1
1. Ruben and Lea are not members of any insurance system
nor savings & loan associations or cooperative
1
59
2. Both Ruben and Lea are now enrolled with PhilHealth

relation to economic sufficiency. Add the scores of the three
variables which is 7, then divide by the number of variables 4 and the
answer is 1.75 which means that the household is still at the survival
level or level 1.
II. SOCIAL ADEQUACY
A. Health
1. Lea usually brings her children to the health center for
3
3
2.
The household members are generally healthy during the

year
3. Leas household uses drinking water from a safe source

Computation : 8/3 = 2.66 or subsistence level
B. Nutrition
1. The family eats three meals every day
2. Lea now prepares well-balanced meals three times a day
3. The two children are both normal in their nutritional status
3
3
3
C. Sanitation
1. Leas household now uses a sanitary toilet
60
2. The household practices proper garbage disposal; their

barangay has a waste management system
D. Hygiene
1. Lea sees to it that her husband and children are always
clean, take a bath regularly, wash their hands, brush their

teeth and have clean clothing
Score is 3
1. The house of the Alvarez is made of sturdy & durable
materials
2. The location of their residence is safe and secure being not
so far from the poblacion
3. The household now have their own electric light
3
3
3
1. Ruben, Lea and their two older children who are 10 and 13
years old are able to read and write and do simple
calculation
2. The Alvarez children are now all in school
3
3
1. The household members regularly eat together, talk with
one another and do family recreational activities like going
3
61
to church together, visit relatives, celebrate birthdays etc.

2.
Both Lea and Ruben regularly attend Family Development

Sessions and similar activities in their area
Computation 6/2 = 3
1. Ruben and Lea are able to identify their problems, look at
the causes and able to arrive at solutions after counseling

sessions with MSWDO
2. The couple usually discuss their problems and jointly arrive
at decisions relative to their children and their daily living

3. The household members are not involved in any incidence
of neglect, abuse, exploitation and violence in the home

and in the community
4. Ruben and Lea are able to care and nurture their childrens
health and nutritional needs

committee and the PTA and attends meeting regularly

Over-all computation for social adequacy:
24/8 = 3 ---self-sufficiency level
62
Economic sufficiency + social adequacy = level of well-being
Using this formula: 1.75 + 2.87 = 2.31--subsistence level 2

The Alvarez household is at level 2 or at subsistence level of wellbeing. They have stayed on at subsistence level after 12 months.
63
CONFIDENTIAL

SCORE SHEET
RUBEN ALVAREZ
Entry Date:
April_30, 2010
A. Employment/Job
Actual Score Points

A
B
C
1.12
1.5
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
1.37
2
Second Evaluation
after 12 months
Date: April 30, 2011
Actual Score Points
A
B
C
1.75
3
1. Head of the household gainfully
employed
or
with
a
2. Other members of the household
18 years old and above employed

or with regular/permanent job/s,
64
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
(excluding those being referred to
in RA 7610, RA 7277 as amended
in RA 9442, and RA 9994)
B.
Employable Skills
1. Adult members of the household
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
1
1
Second Evaluation
after 12 months
Actual Score Points
A
B
C
1
1
1.5
1.5
possess
professional/
skills duly
recognized
by
appropriate
authorities
1
C.
Income
Household monthly
income
threshold
D. Social Insurance
per
capita
1
1
1
1
above
city poverty
1
1.5
1.5
1. GSIS; SSS; RIMANSI, other private

insurance;
savings
&
loan
1
1
65
Entry Date:
April_30, 2010
2.
Actual Score Points

A
B
C
1
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
2
Second Evaluation
after 12 months
Actual Score Points
A
B
C
2

members
II.
SOCIAL ADEQUACY
A.
Health
1.
Household
2.
2.44
2.70
2.33
avail of
2.33
2.66

Household members are generally
3.
healthy during the year

Household uses drinking water.
B.
Nutrition
1.
Household members take three

meals a day
Household members take well-
1.
members
2.87
2.5
balanced meals
66
Entry Date:
Actual Score Points
A
B
C
-
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
3
3
Second Evaluation
after 12 months
Actual Score Points
A
B
C
3
3
2.5
April_30, 2010
2.
Nutritional status of children below
C.
6 years old
Sanitation
1.
2.
Household
D.
garbage disposal
Hygiene
1.
Household
E.
practice
hygiene
Housing
practices
proper
members
always
3
3
3
3
self-care/personal
and other
Living
2.33
Conditions
1.
3
67
Entry Date:
April_30, 2010
Actual Score Points
A
B
C
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
Second Evaluation
after 12 months
Actual Score Points
A
B
C
2.
durable
Location of residence is safe and
3.
secure
Household uses regular and safe
lighting facility
F.
Educational Skills of Household
2.6
1.
Members
Household members 10 years old
2.

Household members of school
2.2

school.
2.5
2.5
68
Entry Date:
April_30, 2010
1.
Household members regularly
Actual Score Points

A
B
C
2
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
2
Second Evaluation
after 12 months
Actual Score Points
A
B
C
3
involved
in
socio-cultural
recreational activities
2. Household members are regularly

attending
Family
Development
Sessions and similar activities
H.
Role Performance of Household
1.
Members
Adult household members are
2.6
2
3
3
3
3

69
Entry Date:
April_30, 2010
2. Adult
household
members

3. Household members not involved
Actual Score Points

A
B
C
3
First Evaluation
after 6 months
Date: Oct. 22, 2010
Actual Score Points
A
B
C
3
Second Evaluation
after 12 months
Actual Score Points
A
B
C
3

4. Household members are able to

needs.
5. Household members participate in
at least one legitimate peoples

or
support
groups for
social,
economic, cultural and
spiritual
70
SUMMARY:
At Intake

Equivalent
LWB: 2.03

Equivalent
LWB: 2.31
Economic Sufficiency Level 1 - 1.12
SUBSISTENCE
LEVEL 2
ES: 1.37 Level 1
SUBSISTENCE
LEVEL 2
ES: 1.75 Level 1
Social Adequacy Level 2 - 2.44
SA: 2.70 Level 2
SA: 2.87 Level 2
LEVEL OF WELL-BEING OF HH- 1.78_/ SURVIVAL

Level 1
71
Appendices
Appendix 1 General Intake Sheet
72
Appendix 1 -General Intake Sheet
CONFIDENTIAL
73
74

CONFIDENTIAL
Name of Household Grantee: ______________________
1ST Level
2nd Level
Survival
Subsistence
Definition
Score
Definition
I.
INDICATORS
A.
Date of Interview
Score
________________
3rd Level
Self-Sufficiency
Definition
Score
Employment/Job
1. Head
of
the
household
employed
or
with
2. Other
members
of
Unemployed
On and off
employment or
seasonal/ irregular
job
On and off
a
the
Unemployed
household 18 years old and

above employed
or
with
regular/permanent
job,
(excluding those being referred
to in RA 7610, RA7277 as
amended in RA 9442, and RA
9994)
employment or
seasonal/ irregular
job
Regular/
permanent
employment or job
2
Regular/
permanent
employment or job
75
1ST Level
Survival
Definition
INDICATORS
1. Adult
members
of
the
household
possess
professional/
technical/
occupational
skills
duly
recognized
by
appropriate
authorities
C.
members have no
skills
Household
Score
2
members with
skills but no
certification from
TESDA or any
other similar
institution when
required
3rd Level
Self-Sufficiency
Definition
Score
Household
members with skills

and certification
from TESDA or
any other similar
institution when
appropriate
Income
1. Household monthly
income
threshold
D.
Household
Score
2nd Level
Subsistence
Definition
per
capita
Household monthly
above
city poverty
per capita income

is below or within
the provincial/
municipal/ city
poverty threshold
RIMANSI; other
Not member in any
Household
monthly per capita

income is 50% 100% more than
the provincial/
municipal/city
poverty threshold
Household monthly
per capita income

is more than
double the
provincial/
municipal/city
poverty threshold
Social Insurance
1. GSIS;
SSS;
private insurance;
savings &
loan association; cooperatives
formal insurance
institution/
association
A member but
irregular in
payment of
membership
premiums
A regularly
contributing
member
76
INDICATORS
2.

members
1ST Level
Survival
Definition
Not a member or
inactive member or
a member who is
delinquent in
paying membership
premiums
II.
A.
Health
1.
Household members avail
of
2.
Household
members
generally healthy during

year
3.
Household has access to safe

drinking water.
Score
1
Household
current year
A household
the
member suffers an
illness
Household has
access to drinking
water but from
unguaranteed sources
(streams, rainfall etc)
3rd Level
Self-Sufficiency
Definition
Score
A continuing/
3
regular member or
self-paying
SOCIAL ADEQUACY
1
Household
members
sometimes avail of
accessible health
services
Household is able
members do not
avail of accessible
health services
are
2nd Level
Subsistence
Definition
Score
A member for the
2
Household has
partial access to safe
drinking water thru
commercial sources
(water stations)
members always
avail of accessible
health services
2
to manage illness
of a member
1
Household
Household
members are
generally healthy
2
Household has
access to safe
drinking water through
a faucet/pipeline
connected to a trusted
waterworks system
77
1ST Level
Survival
Definition
INDICATORS
Nutrition
1. Household members take three
Score
2nd Level
Subsistence
Definition
Score
3rd Level
Self-Sufficiency
Definition
Score
B.
meals a day
2.
one meal a day
Household members take
well-balanced meals
3.
Members only take
children
Members share
Members take 2
meals a day
1
Members share 2-
only one balanced

meal a day
Very low
Members take 3
meals a day
2
Members share 3
3 well balanced
meals a day
Below normal
well-balanced meal
a day
Normal
below 6 years old

C.
Sanitation
1.
No toilet facility
With toilet but not
With sanitary toilet
2.
Household practices
Proper garbage
sanitary (open pit)

Proper garbage
facility
Proper garbage
proper
garbage disposal
D.
disposal is not
practiced
disposal is
practiced but not
segregated
disposal is
practiced with
segregation
Hygiene
1. Household
practice
hygiene
members
always
self-care/personal
Has poor hygiene

practices
Sometimes/
infrequent hygienic
practices or
Always practice
self-care/personal
hygiene
78
1ST Level
Survival
Definition
INDICATORS
E.
Housing and
1.
Conditions
Score
2nd Level
Subsistence
Definition
neglectful of selfcare
Score
3rd Level
Self-Sufficiency
Definition
Score
other Living
House made of
durable
salvaged materials
2.
Location of residence is safe
3.
and secure
Household uses regular
and
safe lighting facility
Educational
Skills
1.
Household Members
Household members 10 years
House made of
3
3
light materials
Not safe and
Vulnerable to harm
combined sturdy
and durable
materials
Safe and secure
secure
Uses homemade
and displacement
Uses commercially
Uses electricity,
lamp or gasera or
candle
F.
House made of
produced
kerosene or gas
lamp (ex. Coleman
and Petromax)
LPG, or similar
lighting facility
of
old and above able to read

and write and do simple
calculation
Members cannot
read or write
Members or some
members have
difficulties in
reading, writing,
counting and in
understanding
Members are able
to read, count,
write and
understand
messages/
instructions without
79
1ST Level
Survival
Definition
INDICATORS
2.
Household members of school
Household

school.
members are not

enrolled
G.
Family Activities
1.
Household members
involved in family
activities
recreational
not engaged in any

kind of these activities
2. Household members
are regularly
attending
Family
Development
Sessions (FDS) and other similar
activities
Household members
attend at least 1-2
sessions in a span of
6 months
H.
Role
Performance
Score
2nd Level
Subsistence
Definition
Score
simple messages
or instructions
Household
2
members are
enrolled but
unable to continue
schooling within
the current school
year
Household members
have occasional
communication
and/or involvement in
any kind of these
activities
Household members
attend 3-5 sessions
in a span of 6 months
3rd Level
Self-Sufficiency
Definition
Score
difficulty
Household
members are
continuously in
school during the
current school year
Household members
are regularly engaged

in any kind of these
activities and spend
quality time together
2
Household members
attend 6 sessions in a
span of 6 months
of
Household Members
80
INDICATORS
1. Adult household members are
able to discern the problems
and arrive at solutions.
2. Adult
household
members
3. Household
members
1ST Level
Survival
Definition
Cannot define the
problem, causes
and not able to
think of any
solutions
Cannot make
With incidents but
involved in
incidence
of
neglect, abuse, exploitation
and violence in the home and
in the community.
not reported nor

resolved within the
current year
to care and nurture a member

with health, nutritional and/or
appropriate
decisions on
his/her own
not
4. Household members are able
Score
1
Household
neglectful of
attending members
2nd Level
Subsistence
Definition
Can define the
problems, aware
of the causes but
not able to think of
solutions
Attempts to make
Score
2
a decision but not

always appropriate
With incidence but
appropriate
decisions on
his/her own and
involves other
family members
including children
developmentally
appropriate
activities
No incidences of
abuse, exploitation
and violence in the
home and
community within
the current year
Caring and
reported and
resolved within the
current year
1
Occasionally
attending to the
needs of
3rd Level
Self-Sufficiency
Definition
Score
Can define the
3
problems, aware of
the causes,
implications and is
able to think of
solutions with the
participation of
family members
Able to make
3
nurturing the
members with
81
1ST Level
Survival
Definition
with health,
nutritional and/or
special needs
INDICATORS
special needs.
5. Household
members
participate in at least one

legitimate
peoples
or
support groups for social,
economic,
cultural
and
spiritual
activities of
the
community.
Household
members do not
participate
Score
2nd Level
Subsistence
Definition
member/s with
health, nutritional
and/or special
needs
Household
members
inactively
participate
Score
3rd Level
Self-Sufficiency
Definition
Score
health, nutritional
and/or special
needs
Household
members actively
participate in any
legitimate peoples
organization/
association/
support groups for
social, economic,
cultural and
spiritual activities
of the community
82

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A Tool Kit for the

Social Welfare Indicators (SWI)

The SWI in the 80s

The SWI in 2010: Features and Purpose

Chapter III. A Guide in Accomplishing the SWI

The step-by-step guide in the accomplishment

The SWI Score Matrix

Chapter IV. The Application of the SWI

Appendix 1 -General Intake Sheet

- MSSD installed a case management system utilizing the SWI

A Tool Kit for the Social Welfare Indicators (SWI)

1986 After the February Revolution, a reorganization of

A Professorial Chair Paper on Social Work Administration by Dr. Romeo C. Quieta,

A Tool Kit for the Social Welfare Indicators (SWI)

work with DSWD, there is therefore a need to disseminate their

A Tool Kit for the Social Welfare Indicators (SWI)

-being: survival, subsistence and self-

sufficiency and the indicators of economic sufficiency and social

- The results of the social work interventions are

Level of the national government affirmation that reduction of

Uses and Users of the SWI

A Tool Kit for the Social Welfare Indicators (SWI)

In the final evaluation on the implementation of interventions

The primary/direct users of the SWI are the social workers/case

(SWADTeam) of the DSWD Field Office in monitoring and providing

The results of the SWI can be used to enrich

the Community Based Monitoring System (CBMS) which is more

-governmental organizations; private enterprises and faith-based

can be made for institutional/residential care services which MSSD used

Institutionalization of the SWI

Passage or enactment of a legislation or Executive Order or a local

both at the national and local levels;

the Local Government Planning and Monitorin g System (LGPMS);

NGOs, faith-based organizations and other members of the

ce and training/capacity building on the SCM and the SWI.

A Tool Kit for the Social Welfare Indicators (SWI)

The step-by-step guide in the accomplishment of the SWI

2. The two major aspects of well-being are Economic Sufficiency and

A Tool Kit for the Social Welfare Indicators (SWI)

members take wellbalanced meals

The Economic Sufficiency is measured by four variables: a.

an income, as part of their rehabilitation and integration in community

A Tool Kit for the Social Welfare Indicators (SWI)

Score of Employment Variable = Sub-Variable (SV) a1 + SV a2

b1 refers to adult household members with occupational skills. An

A Tool Kit for the Social Welfare Indicators (SWI)

per capita income

The poverty threshold could be accessed at the LGU Planning Office or

A Tool Kit for the Social Welfare Indicators (SWI)

Under the first sub-variable, only formal associations such as

contributing to GSIS through permanent employment but still holds

II. SOCIAL ADEQUACY

A Tool Kit for the Social Welfare Indicators (SWI)

from a faucet inside their house/yard directly connected with a water

Score of Health Variable =

members take wellbalanced meals

Score of Nutritional Status of Children =

The Food and Nutrition Research Institutes Food Pyramid 5 gives

A Tool Kit for the Social Welfare Indicators (SWI)

In the rural areas, meals usually are composed of fish or meat,

Score of Nutrition Variable = SV 1 + SV2 + SV3

A Tool Kit for the Social Welfare Indicators (SWI)

The first sub-variable considers the household members capacity to