Appendix 2 - Crosswalk of Performance Goals to Major Programs

Strategic Goal: Responsive Programs	OASI	DI	SSI
Identification, development, and utilization of appropriate barometer measures for assessing the effectiveness of OASDI programs	X	X
Preparation of analyses and reports on the effect of OASDI programs on different populations in order to identify areas for policy change and develop options as appropriate	X	X
Preparation of analyses and reports on demographic, economic, and international trends and their effects of OASDI programs in order to anticipate the need for policy change and develop options as appropriate	X	X
Preparation of research and policy evaluation necessary to assist the Administration and Congress in developing proposals to strengthen and enhance the solvency of OASDI programs	X	X
Identification, development, and utilization of appropriate barometer measures for assessing the effectiveness of SSI programs			X
Preparation of a report and completion of data collection on the SSI Childhood Disability Survey in order to assess the impact of welfare reform, identify areas of potential policy change, and develop options as appropriate			X
Preparation of analyses on sources of support for the SSI population in order to identify areas for better coordination with other social benefits and develop options as appropriate			X
Preparation of analyses of complex SSI policies.			X
Number of DI adult worker beneficiaries who begin a trial work period		X
Number of SSI disabled beneficiaries, aged 18-64, who are working			X
Preparation of a research design to develop techniques for validating medical listings		X	X
Preparation of reports on results of the National Study of Health and Activity in order to identify potentially eligible disabled populations, interventions that enable continued work effort among the disabled, and guide changes to the disability decision process		X	X
Prepare analysis of alternative return-to-work strategies		X	X
Percent of customers assigning a high rating to the quality of SSA's research and analysis products in terms of accuracy, reliability, comprehensiveness, and responsiveness	X	X	X
Percent of major statistical products that are timely	X	X	X

Strategic Goal: World-Class Service	OASI	DI	SSI
RSI claims processed	X
SSI aged claims processed			X
Initial disability claims processed		X	X
Disability claims pending		X	X
Hearings processed	X	X	X
Hearings pending	X	X	X
SSN requests processed	X	X	X
800-number calls handled	X	X	X
Percent of SSA's core business customers rating SSA's overall service as "excellent," "very good" or "good"	X	X	X
Percent of SSA's core business customers rating SSA's overall service as "excellent"	X	X	X
Percent of employers rating SSA's overall service as "excellent," "very good" or "good"	X	X
Percent of employers rating SSA's overall service as "excellent"	X	X
Percent of callers who successfully access the 800-number within 5 minutes of their first call	X	X	X
Percent of callers who get through to the 800-number on their first attempt	X	X	X
Percent of public with an appointment waiting 10 minutes or less	X	X	X
Percent of public without an appointment waiting 30 minutes or less	X	X	X
Percent of 800 number calls handled accurately	X	X	X
New or expanded service available over the phone	X	X	X
New or expanded service available electronically	X	X	X
Number of customers accessing Social Security Online	X	X	X
Number of online Social Security Statement requests as compared to the number of paper 7004 Social Security Statement requests	X	X	X
Initial disability claims average processing time (days)		X	X
Hearings average processing time (days)	X	X	X
Percent increase in PPWY in hearings process	X	X	X
Percent of OASI claims processed by the time the first regular payment is due or within 14 days from effective filing date, if later	X
Percent of SSI aged claims processed by the time the first regular payment is due or within 14 days of effective filing date, if later			X
Percent of original and replacement SSN cards issued within 5 days of receiving all necessary documentation	X	X	X

Strategic Goal: Program Management

OASI

SSI

CDRs processed

SSI non-disability redeterminations

Annual earnings postings

Representative payee actions

Dollar accuracy of OASI payment outlays:

% w/o overpayments
% w/o underpayments

X
X

DDS net decisional accuracy rate

DDS allowance performance accuracy rate

DDS denial performance accuracy rate

OHA decisional accuracy rate

Dollar accuracy of SSI payment outlays:

% w/o overpayments
% w/o underpayments

X
X

Percent of Social Security numbers issued accurately

Percent of multi-year (FY 1996-2002) CDR plan completed

Percent of wage items posted to individuals' records by September 30

Percent of earnings posted correctly

Number of investigations conducted (i.e., closed)

OASDI dollar amounts recovered from investigative activities

SSI dollar amounts recovered from investigative activities

Number of criminal convictions

OASDI debt collected

SSI debt collected

Strategic Goal: Valued Employees	OASI	DI	SSI
Percent of offices with access to Interactive Video Training/Interactive Distance Learning (IVT/IDL)	X	X	X
Formal management development programs implemented	X	X	X
Percent of managerial staff participating in management/leadership development experiences	X	X	X
Percent of employees reporting they are satisfied with the level of security in their facility	X	X	X
Percent of environmental air quality surveys completed and percent of the corrective actions taken when called for	X	X	X
Number of facilities having water quality testing and percent of corrective actions taken when called for	X	X	X
Number of relocated offices having security surveys and percent of SSA accepted security recommendations implemented	X	X	X
Create Agency change strategy	X	X	X
Complete Agency plan for transitioning to the workforce of the future	X	X	X

Strategic Goal: Public Understanding	OASI	DI	SSI
Percent of individuals issued SSA-Initiated Social Security Statements as required by law	X	X	X
Percent of pubic who are knowledgeable about Social Security programs	X	X	X