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Page 1: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison
Page 2: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Moderated by: Tracy BoricchioAlameda LCSA Supervising Caseworker II

Presented by: Dee Price SandersOCSE FPLS Technical Support Liaison

DeAnne SandovalDCSS Statewide Training Section Manager

Page 3: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Background – Workshop Overview

✷ What prompted this workshop?✷ Planning the presentation✷ Brief Overview of SSP tools✷ Focus on SSP and CSE Locate

Page 4: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Overview and Objectives – Part I

✷ State Services Portal (SSP) at a Glance• Navigating SSP• FPLS Portal – Overview • Triggering Locate Requests• Reviewing Locate Responses

✷ Understanding SVES Title II & XVI Responses

Page 5: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Portal applications

you are authorized to

access.

Click “FAQ” if you need

assistance.

Click “Contact Us” for

additional assistance.

Page 6: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Debt Inquiry Service ✷ Used by Employers and

Insurers to report: • Planned one-time lump

sum payments • Recurring insurance

payments ✷ Assists states with collections prior to

disbursement to obligors owing past-due support

✷ Enables you to take necessary steps to garnish payments

Page 7: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■DoD Entitlement Data ✷ Active duty Military/Reservists detailed

income data• Supports fair and equitable child support orders• Aids with Review and Adjustment actions• Helps with the timely exchange of data• Eliminates subpoena processing costs

You can only receive this comprehensive breakdown from the FPLS through this application.

Page 8: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■e-Employer Search ✷ Quickly identify Employers using e-IWO✷ Employer Search selections:

• Employer name• Partial name• FEIN• City and State

✷ Employer Details provides:• Organization name associated to FEIN• IWO address• Employer address reported to NDNH

Page 9: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Locate ✷ Submit locate requests to FPLS ✷ NDNH match responses available real-time

✷ New data sources available without state programming

Page 10: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Federal Collections and Enforcement ✷ Federal Offset and Passport Denial ✷ Easy retrieval of obligor collections and case

activity✷ Simplifies case submittal and update process✷ Improves customer service

=

Page 11: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Query Interstate Cases for Kids (QUICK)✷ Access QUICK states via the FPLS SSP ✷ View your own and other states’ case and

financial information✷ Receive automated response✷ Query FCR by SSN to locate another state’s

case ID

Page 12: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

■Electronic Document Exchange (EDE) ✷ Safe/secure platform for exchanging

documents✷ Documents can be exchanged quickly✷ Available only between “participating” states

• California began participation – June 2014

• QUICK State Status for list of states– “Participates in EDE” column

Page 13: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 14: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 15: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

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State Services Portal

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State Services Portal

Page 18: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

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Page 20: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

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State Services Portal

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Page 25: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Overview and Objectives – Part II

■Review CSE Locate Activities✷ Family Violence Indicators✷ FPLS Responses in CSE ✷ Trigger Manual Locate Need in CSE ✷ Resolve Rejected Locate Data in CSE

Page 26: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE Locate Activities

■Did you know? ✷ Family Violence flags prevent some locate responses✷ FPLS Locate Need requests in CSE just like SSP✷ FPLS Responses populate CSE just like SSP ✷ SVES Benefit information populates CSE just like SSP✷ Resolving Rejected Locate Data improves

performance

Page 27: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE Locate Activities

■Family Violence “Granted” or “Claimed”

✷ CSE sends Family Violence flag to FCR

✷ SSP = No Locate Responses

Page 28: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE Locate Activities

■Family Violence “Granted” or “Claimed”

✷ FCR-FPLS Locate Response = • REQUEST REJECTED - Disclosure prohibited.

Page 29: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE Locate Activities

■Did you know?✷ You can trigger FPLS Locate Need in CSE! ✷ FPLS responses populate CSE & SSP simultaneously✷ Matching FPLS data in CSE & SSP

• Exceptions: – SSP provides DoD Entitlement Details– SSP SVES provides TII / TXVI Benefit Details

You can rely on CSE for much of the same information as SSP!

Page 30: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 31: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 32: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Locate

Request Submission

Locate Need(CSE/User)

Locate Requests

Locate Partner

Assignment

Requisite Data

Validation

BOE

Locate Partners

State

EDD

DMV

FTB

CDPH

FCRInterstate (CSENet)

BOE

Locate Need Sent /

Locate Response In

Locate Partners

Locate Responses

Locate Need Evaluation

Update Participant

Locate Response

Disposition

Locate Response Matching

Accept or Confirm Reject

Data

REJECTED

Federal

Locate Response Validation

Misidentify Data

Page 33: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Rejected Locate Data in CSE

■Rejected Locate Data can be found in:

✷ Case Management Tool (CMT)• Sort by Locate Response Partners• Manage your own caseload

✷ LC028 or LC029 Tasks• Hard to find Locate Partner Responses

✷ LOC200/201 Query Reports• Download to your server and sort in excel

Page 34: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CMT Rejected Locate Data

Query

Page 35: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 36: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

Rejected Locate Data in CSE

■Rejected Locate Data Dispositions: ✷ Accept/Reject – Good Data!

• Accept Data into CSE = Valid Participant Match

✷ Confirm/Reject – Bad Data! • Confirm Reject data from

CSE = Not a valid Participant Match

State Services Portal

Accept Reject or Confirm Reject Data

REJECTED

Page 37: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Resolving Rejected Locate Data Improves Performance

■CSE Up-to-Date Information

Page 38: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Review Participant Demographics in CSE (Before)

This Participant has no record of

Benefits, Employment, or Income in CSE

Page 39: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Review Participant Locate Activities List (page) in CSE

Page 40: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Review the internal locate response to determine a match before accepting or

confirming the rejection of data.

Page 41: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 42: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 43: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 44: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Review Participant Demographics in CSE (After)

This Participant now has Benefits,

Employment, and Income information

in CSE

Page 45: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 46: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE

SSP & CSE SVES ResponsesSSP

Page 47: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE

CSE Dependent Locate Activities List

Page 48: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE Dependent SVES Benefits

CSE

SSP

Page 49: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

CSE Dependent Benefits and Income Lists

CSE

Page 50: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Page 51: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison

State Services Portal

Contact Information:

Dee Price Sanders—OCSEFPLS Technical Support Liaison303-252-9829 [email protected]

DeAnne Sandoval—CA State DCSS Section Manager, Statewide Training Branch 916-464-5059 [email protected]

Page 52: State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison