QR sends the following corrective actions to FOs:

• •

  updates to the numident

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  beneficiary failure to cooperate

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  request for field contact

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  whereabouts unknown

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  change of address

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  some representative payee issues (e.g., new payee development needed, capability determination, failure to account)

• •

  missed entitlements when an application is required

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  leads

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  new application needed or closeout letter needs to be sent

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  work notices (current and past year)

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  FO initiated work CDR actions; and

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  DDS referrals.

QR sends all other corrective action requests to the PC of jurisdiction.

If the feedback contains one of the corrective actions listed in subsection A.1. in this section and another requiring correction by the PC, then QR sends the feedback to the PC. The PC is responsible for all corrective actions listed on the feedback.

QR emails the SSA-93 along with any related attachments not uploaded to the electronic folder or Non-Disability Repository for Evidentiary Documents (NDRED). QR annotates on the SSA-93 feedback the location of any uploaded documentation.

1. a. 

   For stewardship review, QR:

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     reports cases with dollar deficiencies to the appropriate Office of the Regional Commissioner (ORC) and describes the necessary corrective action;

   • •

     determines the appropriate ORC based on the geographical address of the selected beneficiary. EXCEPTION: If PC 7, Office of Disability Operations (ODO) or PC 8, Office of International Operations (OIO), is the PC of jurisdiction, the controlling office is the Associate Commissioner (AC) of the Office of Central Operations (OCO); and

   • •

     sends a copy of the feedback to the servicing FO or PC of jurisdiction to make the correction.

2. b. 

   For Workers’ Compensation, Title II Post Entitlement, Transaction Accuracy Review, and Work Continuing Disability reviews, QR:

   • •

     reports cases with dollar deficiencies to the appropriate ORC or AC of OCO and describes the necessary corrective action;

   • •

     determines the appropriate ORC based on the geographical address of the servicing FO. If PC 7, ODO or PC 8, OIO, is the PC of jurisdiction, the controlling office is the AC of OCO;

   • •

     sends the feedback to the servicing FO to make the correction and a copy to the office that processed the sampled action, if different; or

   • •

     sends the feedback to the PC of jurisdiction to make the correction and a copy to the office that processed the sampled action, if different.

If you agree with the QR field site’s findings:

• •

  make corrective input within 90 days of the SSA-93 transmission,

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  upload any additional supporting documentation to the electronic folder or to NDRED using the Evidence Portal (EP). You can access the EP at View Evidence - Evidence Portal (ssa.gov). Reference the location in the comments area on the website, and

• •

  post the completion on the SSA-93 website.

  NOTE: Do not enter the completion until all required actions are complete. This includes:

  • –

    disability decisions,

  • –

    FO system exceptions pending corrective action in the PC,

  • –

    additional development, etc.

If you disagree with the QR field site’s findings:

• •

  use the SSA-93 website to send a rebuttal request, rationale, and documentation directly to the reviewing QR field site. See Protesting Deficiency Citations QR 04410.040.

• •

  The SSA-93 website automatically notifies the ORC or AC of OCO of the rebuttal request.

  NOTE: Absent evidence of timely rebuttals, QR determines accuracy results based on current findings.

The FO or PC must take corrective action within 90 days of the feedback transmission to the SSA-93 website. FO or PC management must confirm corrective actions before annotating the SSA-93 website.

There may be cases that require more than 90 days for correction. Examples are cases requiring:

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  cross component activities,

• •

  FO system exceptions pending corrective action in the PC,

• •

  amended disability decisions, and

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  fraud or similar fault determinations.

The FO and PC can request an extension past the 90-day deadline by submitting a request via the SSA-93 website to the ORC (AC of OCO for PC 7 and 8) with an estimate of the extra time needed and a justification for the extension. The ORC or AC of OCO enters the approval or denial of the extension request in the SSA-93 website. The website notifies the requesting PC or FO once the ORC or AC of OCO enters the decision. The website retains documentation of the request for audit purposes.

If you disagree with QR’s findings:

• •

  submit a rebuttal via the SSA-93 website within 45 calendar days as outlined in QR 04410.040F through QR 04410.040G, and

• •

  take corrective action within 90 days of QR’s final rebuttal decision.

To ensure FOs and PCs take proper action on SSA-93 information, QR also monitors the SSA-93 website. QR reviews each case flagged with a SSA-93 indicator (referred to as High Risk cases) when the FO or PC annotates “Corrective Action Complete” on the SSA-93 website.

The QR reviewer in central office uses the SSA-93 website to send an email to the responsible component within 20 calendar days of receipt of the case with a description of the issue if the FO or PC:

• •

  took no action,

• •

  action was incomplete, or

• •

  action was incorrect.

The ORC or AC of OCO also receives this email to ensure that the FO or PC with jurisdiction completes the necessary action as timely as possible. The SSA-93 website sends automated follow-ups every 15 days.

When the QR reviewer determines all corrective actions are complete, they use the SSA-93 website to update the status of the case to “Correct Action Taken” within 20 calendar days of receipt of the case. The website sends an email and moves the case to the completed listing.