WBDOC processes the accounting reports as completely as possible. Reports processed
to completion are “APPROVED”; reports requiring development to resolve unacceptable
responses, relevant remarks, etc., are referred to as “EXCEPTIONS”. The following
table summarizes WBDOC’s functions. For detailed information, refer to WB 04602.000.
Stage
|
Description
|
1
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Screens out and returns unsigned accounting reports to payees for completion.
|
2
|
Performs a clerical review of all signed reports.
|
3
|
Attempts to resolve a blank response through telephone DIRCON when there is no other
reason to forward the case to the PC for development (e.g., relevant remarks).
|
4
|
Determines, based on the payee's responses, if the case is “approved” or an “exception.”
|
5
|
Clears the (title II) system and (title XVI and concurrent) AR diary control on all
signed reports to prevent systems generated follow-ups (i.e., second requests and nonresponder
alerts).
|
6
|
Inputs conserved funds unless the total amount of expenditures does not equal or exceed
90% of the total accountable amount.
|
7
|
Images all signed accounting forms.
|
8
|
Forwards EXCEPTIONS (i.e., the “paper” SSA-623/6230-OCR-SM form) to the PCs for development based on SSN jurisdiction.
|
9
|
Clears the (title II) system and (title XVI and concurrent) AR diary control and processes
accounting reports returned as undeliverable. (See GN 00605.045 for processing instructions).
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