Why Did Social Security Seize The Tax Refunds Of The Children Of People Who Had Been Overpaid Decades Earlier?

     I think that conflating overpayments with fraud had more than a little to do with this. Fraud usually creates an overpayment but most overpayments aren't the result of fraud.

Vision 2025: "A Society Where Most People Will Never Leave Their House Except To Be Entertained"

     Below is an e-mail from the head of the union that represents most Social Security employees. From what I hear, just about every Social Security employee who isn't a union member has also seen this e-mail.

From: Witold Skwierczynski

Sent: Friday, April 25, 2014 3:28 PM
To: All Bargaining Unit Employees
Subject: Vision 2025

SSA Bargaining Unit Employees:

On March 11, the union was given a copy of a draft plan produced by the National Academy of Public Administration (Academy) entitled "Long term Strategic Vision and Vision Elements for the Social Security Administration" .  The Academy was contracted by SSA to assist the Agency in developing Vision 2025.

SSA is now seeking your ideas for a Vision 2025 plan.  What SSA is not telling you is that they already have a draft plan that is a product of the Academy with the framework of that plan given to the Academy by SSA leadership.

The draft plan has certain principles that we cannot agree with.  First it states that the basis for a Vision for 2025 must be that online services are the primary means for delivering customer service.  This is a change from SSA's long time commitment to allow the customer to determine how they interact with SSA either by face-to-face contact, by phone, or by the Internet.  The entire basis of the field office structure and community based offices where the public can choose to receive face to face service is based on the concept of customer choice.

Another basis for their draft report is the following concept:

we (i.e.,SSA) automate processes to maximize operational efficiency, meet customer demand and diverse expectations, resulting in a smaller workforce and in reduced physical infrastructure.

The Academy's draft report is based on SSA 's desire to eliminate much, if not all, the field structure and to get rid of many employees.  That means closing field offices reducing staff, redeploying current staff and possibly laying off excess workers.   It also means the virtual elimination of face-to-face community based service.

The academy draft report proposes 29 elements under 5 categories: Direct Service Delivery to customers, Indirect service Support of Service delivery, Planning and management of information Resources, Workforce and Organizational Structure and Dynamics.

Item 1 of their 29 "vision elements" is "online self-service delivery is our primary service channel".  Thus, SSA clients will be expected to fend for themselves which is the real meaning of "self-service".

Item 2 states: "we provide direct service options (e.g., in-person, phone, on-line chat, video conference) in very limited circumstances, such as complex transactions and to meet the needs of vulnerable populations."  This means that no longer will a member of the public have a right to communicate with an SSA employee.  The future SSA requires a justification in limited circumstances before a member of the public can talk to an employee face-to-face, by phone, by video-conference or by chat.  The Agency will be staffed with a limited amount of interviewers to insure that only very few get this direct communication option.  My  belief is that  these limited number of interviewers will work in either centralized facilities like PSCs, Regional Offices and Baltimore Headquarters or they will work at home.

Item 3 calls for seamless and integrated customer service channels enabling customers to process transactions in one step start to finish.  That sounds nice but, unfortunately, there won't be any field offices providing seamless service.  When AFGE questioned the Academy about whether this could mean that DDS' would be federalized and SSA employees could be promoted to higher graded positions that adjudicate both the disability and non-disability portions of a claim, its clear that it was not their intention to disturb the current Federal and State relationship.

Item 4 proposes "integrated service delivery across SSA programs and with external partners to improve access to a broad suite of high quality government services ".  What's that about?   This proposal would increase the number of 3rd party claims takers that currently flood our offices with frequently substandard and incomplete claims.  It also looks like the plan is to provide that profit making 3rd party claims takers have more access to SSA's systems.  It's certainly cheaper to use 3rd parties to submit claims and charge either the public or a government agency (i.e. tax $$) for a service that is now provided by SSA employees. 

Item 5 recommends simplification which is a laudable goal but something that gives the union concern.  The simpler the work is, the employees who process it will be workers with lower grades.  The current grade structure is based on the complexity of work that we produce.  Significant legislative changes would be necessary to truly simplify the claims process.

Some of the high lights or, in my estimation, low lights, of the remaining of the recommendations follow:

• "Our work processes are fully automated except for those decisions that require some human judgment."  This recommendation would potentially eliminate the current review of all i claims.  "Full automation" and "some human judgment"  means that most cases will be automated without any review process (i.e., judgment).
• "Our work is "portable" (e.g. electronic case files enable matching workload with available workforce capacity, advancing telework)."  This proposal is consistent with the vision to eliminate face-to-face service and, therefor, dismantle the field office structure.  Remaining employees will work at home- not in offices.  Consequently, no more face to face service in 2025.
• "All our support functions (e.g., Human Resources, Finance) are provided through a shared service model (e.g., within SSA, across government and by contract)."  This proposal envisions widespread contracting out of work currently performed in regional offices, Baltimore Headquarters and Area Director offices to the private sector.  
• Another proposal envisions the IT workforce as primarily focused on development of systems to "effectively leverage private sector services to meet business needs."  This is another indication that SSA's vision is to privatize more and more of what we do.
• "Technology advances allow us to have a significantly smaller and more virtual workforce".  There will be fewer of us and we won't be in the same building - the workforce of alienation.  
• "We make greater use of generalists with an emphasis on problem-solving, communication and data analytics skills."  The Academy only visited 1 field office in Washington DC before making these proposals.  Obviously they don't understand the technical complexity of the SSA programs and that few can be effective generalists due to this complexity and requiring employees to be generalists increases stress and causes health and safety problems.
• "Our "blended" workforce delivers services with greater use of project-based employee and contractor teams."  Why is the current SSA leadership so eager to contract out our jobs?
• "Our communication and business processes enable a dispersed workforce that is no longer working in centralized traditional offices."  
• "Our physical infrastructure is significantly reduced and re-aligned based on service delivery changes, IT and automation investments, and workforce shifts."

On March 12, 2014 the union met with the Academy to discuss these draft proposals.  Obviously we objected to virtually all of them and made the case for maintaining the community based field office structure that continues to allow claimants to determine how they want to get SSA services - including face-to- face services.  We argued that there is nothing wrong with SSA being a government agency made up of government employees. We told them that SSA's overhead is only 1.4%.  This is cheaper than any other benefit program and significantly cheaper than any insurance company.  We argued that its our experience that many people who file claims online make poor decisions that result in permanent benefit loss for themselves and their families and the option of discussing benefit choices with a trained SSA employee is essential to the service that SSA should provide to taxpayers.  We told them that one should not accept continuing reductions in SSA's administrative budget and that what the Agency needs are strong advocates who demand that Congress provide SSA sufficient revenue so that SSA can continue to provide first class face-to-face and telephone services to those members of the public that choose to use them.

Academy members stated that their vision of 2025 is a society where most people will never leave their house except to be entertained. Therefore, there will be no need for offices and face-to-face options.

What a horrible vision! It's a vision of alienation where people in the future will not interact with others except virtually.  I don't accept this vision.  Most SSA employees don't accept this vision.  Those who talk to the public all day know that many couldn't survive without being able to deal directly with an SSA employee to complete their business.

So SSA now wants you to participate in this charade of seeking your input when they have already decided to significantly reduce services.  The recent office and contact station closings, reduction of hours that field offices are open to the public, initiatives to centralize work like moving review of Internet claims away from field offices, elimination of services like numi-lites and benefit verifications, the sudden management acceptance of flexiplace after years of opposition, the installation of self-help kiosks, the requirements demanded by SSA that employees sell Internet claims and services to the public, My SSA, video conferencing used for hearings, further expansion of regional hearing centers, starving small offices of staff till they become non-viable and close, etc. are all SSA strategies to reduce staff, consolidate operations and to transform SSA into an Agency that no longer provides the public with personal service.

The union has decided to offer it's own vision for the future.  This vision would maintain the field structure, continue to offer the claimant filing options, reduce unnecessary management, create more promotional opportunities for employees and enhance their benefits, make the field office a safe and stress free environment, continue to provide services to the public that they request and preserve the integrity of SSA records.  This is a vision that puts the public first and mirrors the services of what the public wants not what some bureaucrat has decided the public should get.  It puts a high value on employee health and safety and enhancement of employees careers and employee benefits. 

Please go on Ideascape and vote YES  on the AFGE plan for 2025.  

After you vote, think about what SSA wants to do.  An elimination of the field office structure means an elimination of your job.  IT'S TIME TO FIGHT TO PRESERVE YOUR JOB.  Please periodically check the AFGE Council 220 website at www.afgec220.org. for actions that you can take to preserve your job and to keep up with what SSA and the union is doing.  Also, check out our Facebook page at RallyPoint.

Witold Skwierczynski

President

AFGE Council of SSA Field Operations

Social Security's "Awful Inequities"

    Laurence Kotlikoff has a list of what he calls "awful inequities"in Social Security that outrage him. And he doesn't even mention the cap on the F.I.C.A. tax! How many do you agree with? I'd note that most of the "inequities" he talks about would end if dependent and survivor benefits were stopped. Do you think that would be a good idea? A politically plausible idea?

SSA Seeks Fitness Center Audio And Aerobics Systems

     Social Security is seeking to buy a "Complete Commercial Grade Group Exercise Aerobics System and a Complete Commercial Grade Fitness Center Audio Systems for the Wabash Fitness Center."

More Layoffs At Allsup

Allsup President and CEO Jim Allsup

     Allsup is having problems. Allsup, based near St. Louis, is a major non-attorney entity representing Social Security claimants. It started out representing disability claimants on behalf of insurance companies whose long tern disability (LTD) policies had an offset for Social Security disability benefits. In more recent years, Allsup has been trying to attract Social Security disability claimants one by one for representation. Allsup laid off 65 employees last August. In January of this year, they reduced the number of hours some of its employees work.The company has now laid off another 90 of its 600 employees.

New Process For Evaluating Trusts As SSI Resources

     Social Security has issued a new Emergency Message (EM) on the evaluation of trusts as Supplemental Security Income (SSI) resources. At least in some regions -- the EM seems unclear on this important point --  these reviews will be done on a regional basis. Few SSI recipients are the beneficiaries of trusts but those few cases can be difficult for the agency to evaluate. If certain narrow conditions are met, a trust is not considered a resource. Reviewing these cases on a regional basis allows for the development of a staff with greater expertise. It has been unrealistic to expect field office employees to evaluate the complicated legal questions that trusts can present.

     By the way, Social Security's Emergency Messages generally don't address real emergencies. They just announce new policies and procedures to Social Security's field office employees.

An Alternative To Using A Freezer

     From Texas News:

Police have identified mummified remains of a man found in a Lexington storage unit and the man's daughter has been charged with stealing his Social Security checks.

Now, federal authorities are searching for the indicted woman's mother, who was last seen in March.

Fayette County Coroner Gary Ginn told the Lexington Herald-Leader that the remains found in the Econo-Self Storage unit in January are those of Luther Broughton. His daughter, Judith Maria Broughton, stands accused in Texas of stealing more than $150,000 of her father's Social Security retirement benefits.

     Concealing the death of a relative in order to continue receiving their Social Security benefits isn't common. I'm sure it happens in less than one in a million deaths but there are enough people dying that there are regular reports of this sort of thing. Bodies in the freezer, bodies buried in the back yard, bodies that are never found -- all of these happen. I don't recall one in a storage unit before but I wouldn't be surprised if it's happened before.

Things Keep Looking Better For The Disability Trust Fund

     The numbers are in to show how Social Security's Disability Insurance Trust Fund did during the first quarter of calendar year 2014. The Fund's balance declined from $90.445 billion to $84.057 billion during that time period, a reduction of $6.388 billion. That looks bad, like the Disability Trust Fund is rapidly heading towards zero. The Disability Trust Fund may become exhausted without some change but things are actually improving. The reduction in the first quarter of calendar year 2013 was $7.944 billion. Last year's intermediate projection of Social Security's Chief Actuary was that the rate of reduction in the Disability Trust Fund would be almost exactly the same in calendar year 2014 as in calendar year 2013. That meats that so far this year the Disability Trust Fund is doing significantly better than was expected. This is on top of the fact that the Disability Trust Fund also did better for the full calendar year of 2013 than was projected.

     Yes, the Disability Trust Fund is still heading towards exhaustion but more slowly than was forecast last year. Last year, the Chief Actuary projected that the Disability Trust Fund would be exhausted in late 2016. With each passing month it becomes clearer that the Disability Trust Fund won't be exhausted until at least 2017. If you don't think there's a huge difference between 2016 and 2017, you don't follow politics. Also, it's looking clearer that any shortfall in the Disability Trust Fund will be a short term matter that can be easily bridged by a reallocation of FICA revenues or by allowing interfund borrowing. These have both been done in the past. It's getting harder each month to argue that dramatic changes are needed in Social Security disability benefits.