Tag Archives for Nancy LeaMond

Ratcheting up SSA’s customer service will take more funding 

Published in RINewsToday on May 1, 2023

Over two months ago, as required by law, Kilolo Kijakazi, Acting Commissioner of Social Security Administration (SSA) released the fiscal year 2023 operating plan to Sen. Patty Murray (D-Wash.), chair of the Senate Appropriations Committee. The report, released on Feb. 10, 2023, details how SSA plans to use its $14.1 billion budget allocation for the year. 

Kijakazi wrote in the report’s transmittal letter: “In FY 2023, we will build the foundation for improved services by rebuilding our workforce after ending FY 2022 at our lowest staffing level in over 25 years.”

According to Kijakazi, at the end of Dec. 2022 the initial SSA claims-pending level soared to almost 975,000 cases.  This was more than 380,000 cases higher than at the end of FY 2019. “The average initial claims wait time through Dec. 2022 was 206 days compared to 120 days in FY 2019.  It will take a multi-year effort and sustained funding to restore our average initial disability claims wait times to pre-pandemic levels,” she says.

While Kijakazi anticipates processing 129,000 or 7% more initial disability claims in FY 2022 (52 weeks), she expects wait times for a disability decision at the initial and appeal levels to increase for a period of time because backlogs will continue to grow while the agency hires and trains new staff. 

Although the FY 2022 outlay represents $785 million of the agency’s budget of $13.34 billion, it was less than the $14.8 billion President Joe Biden requested for administration funding. In February 10th correspondence to the House and Senate Appropriation Committees, Kijakazi stated that while budget increases will cover fixed costs and support staffing in the upcoming fiscal year, “some performance will show improvement in FY 2023, while others will show temporary degradation.” 

Conversations regarding SSA’s customer service challenges

In February 28th correspondence to SSA’s Kijakazi, AARP’s Nancy LeaMond, Executive Vice President and Chief Advocacy and Engagement Officer, recognized increased funding was necessary for SSA to address its customer service problems. AARP recognizes that federal funding has not kept pace with increases in operational cost and demands, but the agency “needs to do more to constrain operating costs and increase productivity,” Kijakazi says.

LeaMond called the “expected decline in service troubling, given multiple assurances from SSA that the funding level received would be sufficient to at least maintain the modest customer service improvements made last year.”

“Your operating plan asserts that the already unacceptable average of call wait time of 33 minutes will be longer this year, increasing to 35 minutes, and people trying to call the agency will get a busy signal 15 percent of the time, more than double the rate last year.  This is an unacceptable step backward,” wrote LeaMond.

LeaMond says that SSA’s operating plan doesn’t address several customer service areas, especially the challenges of beefing up staff to improve in-person services and reducing wait times and busy rates that the public should expect when calling their local office.  She called for more details and when beneficiaries can expect improvements to online services.

“Even more concerning is the fact that the operating plans note that disability-related service improvements are not expected to occur before 2024 fiscal year,” adds Leamond. While the plan provides details about disability claims, and appeal workloads, as well as prioritization of claimants who have been waiting the longest, she calls on SSA to “act more quickly to improve the disability process.”

“The Social Security Administration (“SSA”) has large fixed costs, such as rent on its network of 1200 field offices, and those fixed costs increase every year. SSA’s funding does not come from the general government budget, but rather from Social Security’s accumulated reserve of $2.8 trillion. Yet for over a decade, Congress has restricted SSA from spending the funds necessary for adequate service,” says Nancy Altman, President of Social Security Works (SSW).

Adds Altman, “While Congress this year allowed SSA to spend more, the additional dollars did not even cover all the fixed costs. They certainly did not correct the many years of underfunding. Service will not significantly improve unless Congress allows SSA to spend more of  Social Security’s accumulated reserve  — at the bare minimum,  the $15.5 billion that President Biden has requested — but ideally significantly more.”

Biden budget seeks to fix SSA’s customer service issues

In a blog article penned on March 30, 2023, Kathleen Romig, Director of Social Security and Disability Policy at the Washington, DC-based Center for Budget and Policy Priorities, says that SSA has an opportunity to ratchet up its consumer service impacted by decades of restricted funds by receiving increased funding. “With additional funding in for the coming year, the agency could invest in the staff and technology it needs to better serve the public,” she says.

“Since 2010, SSA’s customer service budget has fallen by 17 percent after inflation, with its staffing falling a commensurate 16 percent – marking the lowest level in 25 years. These cuts happened even as the number of Social Security beneficiaries grew by 12 million, or 22 percent. Being forced to serve millions more people with fewer staff and resources has caused tremendous strain at SSA, and beneficiaries are suffering the consequences,” says Romig.

On March 9th, Biden released a FY 2024 budget calling for increased appropriations to SSA. According to the Office of Management and Budget (OMB), the president’s budget provides an increase of $1.4 billion (a 10% increase) over the FY 2023 budget to cover salaries, benefits and rent increases. It would also improve customer service at field offices, state disability determination services, and teleservice centers.   

Each year, SSA processes more than 6 million retirement, survivors, and Medicare claims, and more than 2 million disability and SSI claims, says OMB, charged with producing the president’s budget. Biden’s budget increase boosts staffing levels from FY 2023, allowing the agency to process about a half a million more disability cases in FY 2024 that were completed in FY 2022, significantly reducing wait times for those decisions.

GOP debt limit bill drastically cuts SSA’s operating budget

Just last week, by a razor thin margin, House Speaker Kevin McCarthy (R-CA)’s Limit, Save, Grow Act of 2023 (H.R. 2811) passed by a partisan vote of 217-215. Four Republicans voted “no”. While this legislation to lift the nation’s debt limit allows the U.S. Treasury to pay the nation’s bills, it has no chance for passage in the Democratic-controlled Senate. However, it will force the president’s team to the negotiation table with Republican House and Senate leadership, hoping it will push compromise on future spending limits.

Failure to increase the debt limit would have catastrophic consequences for the U.S. and global economies, as well as for all Americans, who rely on the federal budget to provide public services. (from Social Security and Medicare to food safety inspection, air traffic control, school nutrition, and environmental. 

After the House vote, Alex Lawson, SSW’s Executive Director of Social Security, charged that 217 House Republicans just voted to cut Social Security. “Nearly every Republican in the U.S. House just voted to slash the already inadequate funding of the Social Security Administration (SSA). If this bill becomes law, it will force SSA to close field offices, reduce hours, and lay off thousands of workers. This will make it far harder for Americans to claim the benefits they’ve earned,” warned Lawson. “Cuts to SSA are cuts to Social Security, and we will hold every single one of these members accountable,” he says.

Max Richtman, President and CEO of the Washington, DC-based National Committee to Preserve Social Security and Medicare (NCPSSM) agrees with SSW’s assessment. One day before the vote, he wrote House members to urge them to pass “clean’ debt limit legislation.

“If the spending cuts and other [GOP] legislative changes that are incorporated in this legislation were ever to become law, the negative impact would be felt by virtually every American family in every Congressional District in the country,” wrote Richtman.

According to Richtman, the GOP’s proposed debt limit legislation includes among its provisions a roll-back of ALL discretionary federal spending to Fiscal Year 2022 levels in FY 2024, with growth limited to one prevent annually for the next decade. “This is not a minor trimming of spending that has been portrayed by some, but a dramatic slashing that will have devastating impacts on the Americans who rely on the affected programs for their health and well-being,” says the nationally recognized Social Security advocate. 

Reluctance to cut Defense and Veteran Health funding would have at least a 23 percent reduction to all other programs for FY 2024, charges Richtman, this resulting in funding cuts to SSA’s customer service budget.

“Cutting funding by six percent would significantly affect SSA’s ability to serve the public and undermine the Agency’s core-mission – producing longer wait times for benefits and to reach SSA representatives, as well as reduced access to in-person programs, noted Richtman, stressing that face-to-face access with SSA’s employees is critical to those who are elderly and disabled.

SSA calculates that for every $100 million in additional funding cut the federal agency would be forced to lay off an additional 1,000 employees, this equivalent to closing 40 field offices, says Richtman.

Since 1960, Congress has acted 78 separate times to permanently raise, temporarily extend, or revise the definition of the debt limit – 49 times under Republican presidents and 29 times under Democratic presidents, says the U.S. Treasury.  Like in the past, this Congress must follow to raise the nation’s debt limit, and is expected to do so.

Ultimately, it is crucial for Biden and McCarthy’s negotiations to hammer out a “clean” debt limits bill that will not cut SSA’s operational funding further which could send the agency’s customer service efforts into a tailspin. It is time for Congress to fix SSA’s operational funding issues once and for all to improve customer service provided to 65 million beneficiaries. 

For a copy of SSA’s 2023 Operating Plan go to https://www.ssa.gov/budget/assets/materials/2023/2023OP.pdf.

For a summary of H.R. 2811, Limit, Save, Grow Act of 2023, go to 

https://www.govtrack.us/congress/bills/118/hr2811/summary

For a copy of President Biden’s FY 2024 Budget, go to:  https://www.whitehouse.gov/omb/briefing-room/2023/03/09/fact-sheet-the-presidents-budget-for-fiscal-year-2024.

Seniors key to Democratic win

Published in RINewsToday on November 28, 2022

Just weeks before the midterm elections, Oct. 18th, AARP Rhode Island released a voting analysis of the Sept. 13th Rhode Island primary election, revealing that voters ages 50 + were the most powerful election deciders. More than 70% of Rhode Island’s older voters turned out to vote.  

A newly released Washington, DC-based AARP study found that older voters also had a major impact on 63 of the most competitive House races nationwide, including Rhode Island, in the mid-term elections. 

AARP’s post-election survey of voters should send a powerful message to Capitol Hill, that is “Don’t take the votes of seniors for granted.”

According to AARP’s voting analysis findings, voters 50 and over made-up 61% of the 2022 electorate in the targeted Congressional Districts. The predicted red wave sputtered because of older female voters, say the researchers. Democrats were able to win these districts because of the senior vote, particularly women over 65 who shifted away from voting GOP compared to their intensions from this summer.

The researchers found that President Biden’s job approval rebounded markedly, driven by voters aged 65+, particularly among women. When they looked at former President Trump’s approval rate, they found it had decreased among this same group.

AARP also noted that Black and Hispanic voters continued to drift to the GOP while Democrats continued to gain white, college age and female voters. 

AARP’s voting analysis study also found that in 63 most competitive House races that were also surveyed in July, voters age 65+ shifted from favoring Republican candidates 50% to 40%, to favoring Democrats 49% to 46% in November. The voting analysis found that Democrats came away with a 2-point lead over Republican candidates among voters overall (18+) and voters aged 50-64 leaned Republican by 8 points. Overall, voters 50+ accounted for 61% of the electorate in these key districts.

“Americans aged 50+ once again proved that they are the nation’s most powerful voters and they were the deciders in this year’s midterm elections,” said Nancy LeaMond, AARP Executive Vice President and Chief Advocacy and Engagement Officer in a statement released with the 36-page report on Nov. 17, 2022. “They were crystal clear that they want elected officials to work together to address crucial issues that will ensure their health and financial security. Elected officials and candidates can’t afford to ignore this formidable group of voters and the issues that matter to them,” she notes.

Top concerns of older voters

According to AARP’s National Targeted Congressional District-post-election Survey, inflation and rising prices (33%) were the top concern for voters overall, followed by abortion (28%) and threats to democracy (25%).

The survey also showed differences in the issues most important to voters 50-64 vs. those age 65 and older. Inflation and rising prices were top of mind for the 50-64 age group. Among voters 65+, threats to democracy (30%), inflation (29%), and Social Security and Medicare (24%) topped the list, the study’s findings indicate.

The researchers also found that more than half of voters (53%) said they were worried about their personal financial situation, with 65% of those who voted Republican and 42% who voted Democrat said they were worried. 

The study’s report also noted that 70% voted more for the candidate they chose, rather than against the other candidate;  Independents and younger voters were more likely to say they voted against the other candidate.

The analysis also found that a majority (53%) voted for the candidate they thought would work in a bipartisan manner, while 42% preferred candidates they thought stayed true to their beliefs and stood firm in their positions. By 36 points, Democrats preferred candidates who they thought were bipartisan, while Republicans voted by a 25 point margin for candidates they thought would stay true to their beliefs.

Methodology

As to the study’s methodology, AARP commissioned the bipartisan polling team of Fabrizio Ward and Impact Research to conduct this survey. The firms interviewed 2,353 adults in 63 of the U.S. House districts that Cook Political Report rated as “Lean” or “Toss Up” as of Nov. 7, 2022. This included a sample of 1,903 2022 general election voters distributed across the districts and 450 adults who did not vote in the 2022 general election. The interviews were conducted via landline, cellphone, and SMS-to-web between November 9-10, 2022.

AARP’s statement noted that approximately 30 voter interviews were conducted in each congressional district and any non-voters who were encountered were also interviewed. The overall sample was weighted by age, gender race and education to be representative of the adult population in the 63 congressional districts based on demographic data from the U.S. Census and consumer data. The voter sample was weighted on congressional vote choice to match 2022 election results.

To see the completed research results, go to:

Click to access aarp-targeted-congressional-districts-post-election-voter-survey.doi.10.26419-2Fres.00550.046.pdf

Women 50+ may well control who wins in midterm election, polls say 

Published on in RINewsToday on October 17, 2022

Almost three weeks away, and Democrats are scrambling to gear up their get-out-the-vote efforts before the upcoming midterm elections. Can the Democratic party that fights to financially strengthen and expand Social Security, and avoid cuts to funding for Medicare, and put the brakes on skyrocketing prescription costs, count on older woman voters to support their candidates to keep control of Congress?

Maybe not a sure bet, says a newly released AARP poll, “She’s the Difference – Survey of Likely Voters Aged 50 plus,” that finds that while woman aged 50 and older are energized to vote, they are still weighing their options on which party to support.  

AARP’s poll findings should cause a  concern to Democratic candidates. According to voter file and census data, older woman voters are one of the largest, most reliable group of voters. They make up a little more and then one-quarter (27 percent) of registered voters and cast nearly a third (30 percent) of all ballots in both the 2020 and 2018 elections. In 2020, 83 percent of registered women voters in this age group turned and in 2018, the last midterm election, they were 15 percent more likely to vote than the population at large. 

 “As the largest bloc of swing voters heading into the midterms, women voters 50+ can make the difference in 2022 and decide the balance of power in Congress and state houses across the country,” said Nancy LeaMond, AARP Executive Vice President and Chief Advocacy and Engagement Officer, in a statement releasing the 18-page poll results Oct. 4, 2022.

AARP commissioned the bipartisan polling team of Lake Research Partners, GBAO Strategies, Echelon Insights and Bellwether Research & Consulting to conduct a national survey of voters aged 50 and over. 

“The biggest bloc of swing voters for both parties is women over 50 who are still undecided, frustrated that candidates are not in touch with their lives, and looking to hear that elected officials will protect Social Security from cuts,” said Celinda Lake, founder and president, Lake Research Partners. 

“Increasingly, it isn’t just that voters of different parties that want different solutions to problems – they don’t even agree on what the biggest problem is. But a few issues, like concerns about political division and the future of Social Security and Medicare, do cross party lines with women over 50,” added Kristin Soltis Anderson, founding partner, Echelon Insights.

“Neither party can say they have “won” the votes of women over 50 yet. Older women are evenly divided on the generic ballot and two-in-five say they will make their final decision in the remaining weeks. They will be watching messaging on Social Security, and many will be focused on threats to democracy and gun violence, while others will more closely track inflation and rising prices,” says Christine Matthews, president, Bellwether Research.

A Warning to Congressional Candidates 

Researchers found that an overwhelming majority of older women voters say they will vote on Nov. 8th, (94 percent), however 51 percent of this swing voter group has still not made up their mind as to which candidates to support. Among these voters in a generic congressional ballot, Republican and Democrat candidates are tied, notes the poll’s findings.

The poll findings indicate that Latinas and Asian American and Pacific Islander (AAPI) women voters 50 and over are more undecided on who they will vote cast their vote for, with 77 percent of Latinas and 68 percent of AAPI women saying they have not made up their minds yet.

Reflecting other polls on senior support of Social Security, AARP’s poll found that women voters 50 and over are unified in their support for protecting Social Security from budgetary cuts, with three-quarters saying that this would personally help them a lot. However, half of the respondents think that the economy is not working for them. 

Additionally, two-thirds (66 percent) of women aged 50 and over say they are cutting down on non-essential purchases, four in 10 (41 percent) have cut back on essentials and 40 percent are saving less as ways to financially survive the increased costs of living.

The poll findings report that specific actions that would help older women the most financially include lowering the cost of food (66 percent), lowering the cost of gas (58percent), lowering the cost of health care (57 percent), and expanding Medicare to cover dental and vision (57percent). 

Over 80 percent of women voters rate their motivation to vote on Nov. 8th at a 10 on a 0 to10 scale, with economic and social issues being key issues for them. The tops issues for Republican women aged 50 and over include: inflation and rising prices (60 percent); crime (51 percent); immigration (49 percent); and election security (49 percent). On the other hand, Democratic women aged 50 and over say voting rights (63 percent) and threats to democracy (62 percent) are their top concerns, followed by gun violence (54 percent) and abortion (54 percent).

Independent women aged 50 and over rank division in the country (46 percent), voting rights (43 percent), threats to democracy (42percent), and inflation and rising prices (41 percent) as their biggest concerns.

AARP’s survey also found that older women voters are unimpressed with the job elected officials have done on “understanding the everyday challenges of people like me,” with three-quarters (75 percent) saying they have done just a fair (32 percent) or poor (43 percent) job.

“Social Security may be a consensus issue with women 50+, yet among Democrats, threats to democracy and voting rights are very much top tier. And across all groups of women 50+, “jobs” are bottom tier. That’s not surprising given not many women have said they have gone back to work or taken on extra shifts in order to make ends meet,” said Margie Omero, principal at GBAO.

A Final Note…

As early voting begins, “Roll Call” notes that there are 81 House races listed as competitive, meaning they are rated as Toss-up, Tilt, Lean, or Likely. Ten Senate seats are considered Leaning or Toss-Up, says the Cook Political Report. With these numbers Democrat and Republican candidates should heed the results of AARP’s poll reporting the older woman voters remain uncommitted to supporting candidates before the upcoming mid-term elections. With weeks to go, how do you bring them back into the fold?

Whoever takes control of Congress on Nov. 8th, House Speaker Nancy Pelosi has scheduled 17 days between the election until Dec. 15, 2022, to finish business before the closing of the 117th Congressional session. During this time frame, if the House Democrats lose control Pelosi has an opportunity to set a Democratic policy agenda before the next Congress.  She might consider allowing markup and a floor vote on Congressman Larson’s H.R. 5723, Social Security 2100: A Sacred Trust Act.  This landmark legislation would strengthen and expand Social Security.  Even with President Joe Biden and 202 Democratic House lawmakers calling for a House vote, it was pulled from markup, reportedly over cost concerns. Passage of this bill would set the stage for the Democrats becoming the protectors of Social Security if the GOP considers making cuts to the program, raising the eligibility age or privatizing the program. 

At press time, the Democratic House Speaker has also not allowed a vote in the House Rules Committee on Rhode Island Congressman David Cicilline’s H.R. 583, Reestablishing the House Select Committee on Aging (HSCoA) in the House Rules Committee. Passage in this Committee would almost ensure passage on the House floor with Pelosi’s support.  Cicilline’s resolution would bring back this investigative committee that put the spotlight on House aging policies over 30 years ago, but was eliminated in 1994. It’s a winning policy issue for America’s seniors and this group has traditionally been the highest turnout age group in previous elections.  

If the GOP takes control of the House and Senate, it sets the legislative agenda for these two legislative chambers during 118th Congress. For the next two years Democrats will not be able to move legislation to the House and Senate floors that improve the financial health and expansion of Social Security benefits or to bring back the HSCoA.  Congressional Democrats, the National Committee to Preserve Social Security and Medicare, Social Security Works, and other aging advocacy groups, would be put in the defensive position to defend Social Security, Medicare, and other federal programs that enhance the quality of life of America’s seniors. 

According to AARP, the national survey (“She’s the Difference…”) was fielded by phone and online between Sept. 6 and Sept. 13, 2022, using landline, cell and text to web data collection. The final survey included interviews with 800 women voters aged 50 and over who are likely to vote in 2022, with oversamples of 100 Black, 100 Hispanic/Latina English speaking, 100 Hispanic/Latina Spanish speaking, and 100 Asian American and Pacific Islander women voters aged 50 and over. Weighting resulted in an effective sample size of 800 likely women voters aged 50 and over with a margin of error of +/- 3.5percent. 

To view the full poll findings, go to https://www.aarp.org/content/dam/aarp/research/surveys_statistics/politics/2022/shes-the-difference-likely-voters-50-plus-survey-october-2022-polling-memo.doi.10.26419-2Fres.00570.003.pdf.

For further information, contact Rachelle L. Cummins, Research Director at AARP, go to  Research at rcummins@aarp.com, research@aarp.org. 

Herb Weiss, LRI’12, a Pawtucket writer covering aging, health care and medical issues. To purchase his books, Taking Charge: Collected Stories on Aging Boldly, and a sequel, go to herbweiss.com