2. State Services Portal Moderated by:Tracy Boricchio Alameda LCSA Supervising Caseworker II Presented by:Dee Price Sanders OCSE FPLS Technical Support Liaison DeAnne Sandoval DCSS Statewide Training Section Manager

3. State Services Portal ■Background – Workshop Overview ✷ What prompted this workshop? ✷ Planning the presentation ✷ Brief Overview of SSP tools ✷ Focus on SSP and CSE Locate

4. 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

5. State Services Portal Portal applications you are authorized to access. Click “FAQ” if you need assistance. Click “Contact Us” for additional assistance.

6. 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

7. 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.

8. 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

9. State Services Portal ■Locate ✷ Submit locate requests to FPLS ✷ NDNH match responses available real-time ✷ New data sources available without state programming

10. 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 =

11. 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

12. 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

13. State Services Portal

15. 1 23

16. 1 2

18. 1 2

19. 2 1 2

21. 1 2 3

22. 1 2 1 2

23. 2 1 2

24. 1 2 1 2

25. 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

26. 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

27. State Services Portal CSE Locate Activities ■Family Violence “Granted” or “Claimed” ✷ CSE sends Family Violence flag to FCR ✷ SSP = No Locate Responses

28. State Services Portal CSE Locate Activities ■Family Violence “Granted” or “Claimed” ✷ FCR-FPLS Locate Response = REQUEST REJECTED - Disclosure prohibited.

29. 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!

30. State Services Portal

32. Locate Request Submission Locate Need (CSE/User) Locate Requests Locate Partner Assignment Requisite Data Validation BOE Locate Partners State EDD DMV FTB CDPH FCR Interstate (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

33. 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

34. State Services Portal CMT Rejected Locate Data Query

35. State Services Portal

36. 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

37. State Services Portal Resolving Rejected Locate Data Improves Performance ■CSE Up-to-Date Information

38. State Services Portal Review Participant Demographics in CSE (Before) This Participant has no record of Benefits, Employment, or Income in CSE

39. State Services Portal Review Participant Locate Activities List (page) in CSE

40. State Services Portal Review the internal locate response to determine a match before accepting or confirming the rejection of data.

41. State Services Portal

44. Review Participant Demographics in CSE (After) This Participant now has Benefits, Employment, and Income information in CSE

45. State Services Portal

46. CSE SSP & CSE SVES Responses SSP

47. State Services Portal CSE CSE Dependent Locate Activities List

48. State Services Portal CSE Dependent SVES Benefits CSE SSP

49. State Services Portal CSE Dependent Benefits and Income Lists CSE

50. State Services Portal

51. Contact Information: Dee Price Sanders—OCSE FPLS Technical Support Liaison 303-252-9829  dee.pricesanders@ngc.com dee.pricesanders@ngc.com DeAnne Sandoval—CA State DCSS Section Manager, Statewide Training Branch 916-464-5059  DeAnne.Sandoval@dcss.ca.gov DeAnne.Sandoval@dcss.ca.gov