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.
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Stage
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Description
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1
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Screens out and returns unsigned accounting reports to payees for completion.
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2
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Performs a clerical review of all signed reports.
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3
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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).
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4
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Determines, based on the payee's responses, if the case is “approved” or an “exception.”
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5
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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).
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6
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Inputs conserved funds unless the total amount of expenditures does not equal or exceed
90% of the total accountable amount.
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7
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Images all signed accounting forms.
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8
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Forwards EXCEPTIONS (i.e., the “paper” SSA-623/6230-OCR-SM form) to the PCs for development based on SSN jurisdiction.
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9
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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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