DI 55060: EN Payment Systems Under the Ticket Program
TN 2 (03-05)
A. Introduction
The FOs have an important role in the EN payment process because the FOs review and process reports of earnings for beneficiaries/recipients with tickets that come to SSA from ENs via the PM. This step is crucial to the operation of the automated EN payment system. In most cases, if the FO fails to update the earnings information on the DCF, the EN cannot be paid. The FOs should refer any questions about the PM certified evidence to the PM by either creating an ERNGS issue on the CDRW screen or telephoning the PM directly as mentioned in DI 55030.015E.
B. Process
Initially, FOs will review/process/resolve the monthly generated earnings verification request (VY) issues prior to the PM/OESP receiving an EN payment request for processing. There are times, during the case review, where earnings related actions cannot be completed timely and additional activity must be taken to resolve the issue and make monthly verifications. During this time, the EN may have submitted a payment request and the PM/OESP must act in processing the request. The OPAYMENT issue is generated to advise the FO that an EN payment request has been submitted for the associated month and priority processing activity is needed to comply with the Agency’s mission regarding timely payments.
It is important to know that the comment area of the OPAYMENT issue will be used to specifically explain what FO actions are needed to resolve the related issue.
Additional information pertaining to the FO responsibilities for handling reports of earnings from the PM can be found in DI 55030.015.
The following is an example of how an OPAYMENT issue with comments will appear on the CDRW screen:
CDRMS CDR DEVELOPMENT WORKSHEET SCREEN
PAGE 01 OF 02 CDRW
OWNER OFFICE: 000 UNIT: EWORK
DCF ID: xxxxxxxxx CAN: xxxxxxxxx A TYPE OF SELECTION: TICKET
NAME: JANE DOE
CATEGORY: SGA
LOC UNIT TYPE ISSUE REQUEST F/UP 1 F/UP 2
TICKLE CLOSED
036 11475 ERNGS INVTWP 081904
091804
COMMENTS:
L11 CPU TICKET MSPYT01 091604
100104
COMMENTS: MS PERIOD 0504;PMRD-08022004;CHECKLIST FAXED;EN IS UNABLE
TO OBTAIN ALL OF THE REQUIRED INCOME FOR 5/04;LINDA
036 ROW TICKET OPAYMENT 092004 100504
COMMENTS: NEED T2 CR TO VERIFY AND POST WAGES (01/05) AND MAKE
CONTINUING DISABILITY DECISION.
REMARKS (Y): QUERY (Y): MORE (Y): Y
PF6=DISPLAY LAST PAGE PF10=INFORMATION
PF12=NOTEPAD
C. Procedure - field office role to monitor OPAYMENTS
The FO needs to monitor and control the cases identified by PM/OESP as OPAYMENT issues through the Workload Management System (WMS) to ensure timely processing. In order to obtain the WMS control listing, the following procedure should be performed:
Select item “25” (WMS Listing) from the SSA Menu screen
Select “8” (CDR) in the desired system field. Complete all other fields as appropriate on the RQST screen
Select “7” (CDR Ticket list summary) on the CDRM screen
On the “CWTL” screen, fields are already pre-filled with default indicators. Make ONLY the changes as directed: Select Event = 5, Select Tickle Type = 2, Select Issue = 9, Select, MOVE YOUR CUSOR DOWN to “9.IND ISSUE:” and type OPAYMENT on the line. Leave all other defaults the same.
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Press enter. If you have any OPAYMENT issues in your office they will appear on the display screen. If not, you will receive a reply message that says “No pending items match your request”
NOTE: The OPAYMENT process mentioned above is in addition to the “VY ” issues that FO/OESP/PM are required to generate and resolve as appropriate in the Ticket to Work Program. Keep in mind that, if these issues remain pending unresolved in the WMS system, they will eventually appear on the OESP issued “Over 60 Day Ticket” listing. This listing is currently in place for RO/FOs to respond to on a monthly basis. The OPAYMENT process is a best practice procedure for RO and FOs to determine which ticket related cases, have payment issues (VY or other) that need to be processed/resolved to assist in making EN payments in a timely fashion.