Form SSA-870 accompanying support schedules for each fiscal year must be completed
in their entirety, reflecting combined estimates for the disability insurance (title
II) and supplemental security income (title XVI) programs. Support schedule forms
SSA-4515, SSA-4516, SSA-871, a workpower analysis submission, exhibits in DI 39503.810-DI
39503.815, a certified equipment inventory statement, a computation of office space needs,
an organizational chart, floor plan, and such other schedules as the regional office
may request will be required to support the estimated funding needs.
To be effective, the budget presentation must be written to anticipate the information
requirements necessary for evaluation during the budget review process. Please observe
the following standards:
The workpower analysis summary and the summary of budget data related to personal
and nonpersonal services must be completed on the basis of completed claims (estimated
DDS processed workloads). Any other tables or narrative used to support the budget
estimate likewise need to be predicated upon estimates of processed claims.
Highlight factors which emphasize increased services to the public (i.e., closer DDS/claimant
relations, more effective DDS/medical community working relationships).
Where quantitative means have been used to express budget requirements, such factors
must be fully developed and included in the justification text.