Budget Function/Subfunction: General retirement and disability insurance (601). Agency Contact: Patience Lauriat, Office of Research and Statistics, Office of Program Policy and Planning. (301) 382-3938. The aim of the Retirement History Study (RHS) is to learn in detail the connection between worklife characteristics, retirement timing, and the determinants of style, quality, and conduct of retirement. In 1969, interviews began in 50 States with a national sample of 11,153 individuals aged 58-63 and over. These Americans, who are probably close to the conclusion of their work lives, will be interviewed over a 10-year period to enable the Social Security Administration (SSA), Office of Research and Statistics to study the retirement process. Basic questions deal with labor force experience of sample persons and their wives, if married; retirement plans and economic resources; health and work limitations; living arrangements, family, and social activities; income; attitudes and future expectations; and selected information on widows and widowers. While previous surveys have given prime attention to the socioeconomic situation of older, already retired Americans, RHS is the first to concentrate on the process of retirement and to include change over a period of time as an object of study. Eight articles published to date present 1969 base line data. Topics covered include labor force participation, assets, health and utilization of medical care, and living arrangements. Future articles will deal with changes in characteristics significantly associated with the retirement process. S00510-008 Actuarial Sample, Hospital Insurance and Supplementary Medical Insurance (Medicare). Budget Function/Subfunction: Health research and education (552); Health planning and construction (554). Agency Contact: David McKusick, Office of the Actuary. (301) 594-2829. The actuarial sample of hospital and medical bills reimbursed under Medicare is used in preparing cost estimates for the Hospital Insurance (HI) and Supplemental Medical Insurance (SMI) programs. The sample consists of computer tabulations of all bills submitted for reimbursement by, or on behalf of, 0.1 percent of aged enrollees, in 1.0 percent of disabled enrollees, and 100 percent of chronic renal disease enrollees. In addition, hard copy bills are maintained for 0.1 percent of all beneficiaries for quality control and special study purposes. The sample was established as a result of an agreement with the House Ways and Means Committee on the necessity of a small, well-controlled basic data source on Medicare experience. The estimates developed from the sample are used in the preparation of the President's budget, long-range projections of HI, and the SMI premium rates and adequate rates. The sample provides the basic data for estimating the effects of proposed changes in the programs and for special projects such as establishing a reimbursement mechanism for health maintenance organizations. S00510-009 Health Insurance Master Record System. Budget Function/Subfunction: Public assistance and other income supplements (604). Agency Contact: Barney Baily, Bureau of Health Insurance. (301) 594-6540. The basic purpose of the health insurance system is to process all hospital and medical bills submitted by Medicare beneficiaries so that payment can be made pursuant to the provisions of Title XVIII of the Social Security Act. The health insurance master file is the basic file utilized in administering the Medicare program. The major data items contained on this file fall into the following categories: beneficiary identification, medicare entitlement, medicare utilization, and query history and billing control. The major outputs from the health insurance system fall into two categories: files and reports. The reports are: Beneficiary Utilization Reports, Provider Characteristics Reports, Utilization Review, Provider Statistical and Reimbursement Report (PSRR), Provider Monitor Listing, and Intermediary/Carrier Fiscal Reports. The files include Part-B Billing Communications; Health Insurance Daily History, Reinstates, Exceptions, Alerts, and Printouts; Alerts and Notices; Blue Cross Admission Replies; Advanced Record System; Health Insurance Cross-Reference Transactions; Notices of Utilization--Part A and Part B; Health Enrollment Cards; Third Party--State and Group Premium Billing; and Individual Premium Billing. S00510-010 Financial Accounting System. Budget Function/Subfunction: Central fiscal operations (803). Agency Contact: Richard Cain, Office of Management and Administration. (301) 594-4540. The Financial Accounting System (FAS) fulfills the broad objectives outlined in the Budget and Accounting Procedures Act of 1950. It was designed with sufficient flexibility to handle the potential growth, extension, and complexity of the programs administered by SSA. The primary objectives of the FAS are to provide management with financial data for planning, controlling, and evaluat ing the effectiveness and efficiency of operations; reports to the Congress and the public; controlling use of funds and other assets to conform with law, administrative regulations, and program responsibilities; and reports to the Department of Health, Education, and Welfare; Office of Management and Budget; the Treasury Department; and other regulatory agencies. The FAS uses two types of master files to process accounting transactions: (1) The Reference Files are used to validate data in the account. ing transactions and to extract data from and add data to the transaction record. The extracted data are used in subsequent processing operations to assist in updating the accounting files. (2) The Accounting Files are used to validate data in the accounting transactions which then update the Accounting Files. The Accounting Files basically contain various data base amounts for at least the three most current fiscal years, and are used to produce the reports. The FAS produces internal and external daily, monthly, and annual reports. Most of the internal reports are generated automatically by the FAS. The external reports are prepared for Government agencies including the Department of Health, Education, and Welfare in accordance with their prescribed structur. al and procedural requirements. The external reports are usually manually prepared from other reports generated automatically by the system. S00511-001 National Clearinghouse on the Aging. Budget Function/Subfunction: Health research and education (552). Agency Contact: Clark Tibbitts, Director, National Clearinghouse on the Aging. 245-0188. This activity within the Administration on Aging is responsible for the collection, analysis and dissemination of information, statistical data and publications concerned with elderly Americans. Such topics as housing, income, medical care, social and emotional problems and new legislation are a primary concern. Data cover the extent of such problems, their causes, frequency of occurence within various age groups and other social and demographic parameters. S00519-001 PHS Financial Management System. Budget Function/Subfunction: Executive direction and management (802). Agency Contact: Fred Cole, Office of Administrative Management. (301) 443-4610. The PHS Financial Management System supports the Department of Health, Education, and Welfare (DHEW) Umbrella Accounting System. The various accounting systems and subsystems (all computerized) within the PHS incorporate the provisions of the DHEW accounting system. The major subsystems relating to PHS are: (1) Regional Accounting System, (2) DHEW Central Payroll, and (3) Departmental Federal Assistance Financial System. In addition to providing its agencies with basic accounting principles and standards, DHEW specifies that agencies will utilize its uniform, standardized, classification code system for all financial data; a standardized code system for accounting transactions; a uniform chart of accounts; and a uniform payroll system. In this manner, the Department has provided the necessary tools for compliance with laws and regulations, a system of checks and balances within the financial structure, constructing a financial base to provide all regulatory and internal financial reports, and a structure for carrying out the basic objectives of prudent financial management. S00519-002 Grants Data System (GDS). Budget Function/Subfunction: Health care services (551). Agency Contact: Fred Cole, Office of Administrative Management. (301) 443-4610. The Grants Data System (GDS) was designed to maintain a reporting system on decentralized grant award activities. These activities relate primarily to providing financial assistance to communities in the planning and delivery of health services and training of health personnel. GDS supports award information on project, formula, construction, loans, and scholarship grant programs for four of the six PHS agencies. Entry of grants data to the GDS is the responsibility of each regional grants management office and those headquarters grant management offices, which have received special permission to maintain a centralized grant program in the GDS. S00519-003 The Information for Management Planning, Analysis, and Coordination System (IMPAC). Budget Function/Subfunction: Health planning and construction (554). Agency Contact: Fred Cole, Office of Administrative Management. (301) 443-4610. The Information for Management Planning, Analysis, and Coordination (IMPAC) System was designed to support a scientific dual review process and reporting system for research and research-related grant activities. These activities are centrally administered, within the National Institutes of Health (NIH). IMPAC services all of the grant programs of NIH, as well as headquarters administered research and training grant programs of three PHS agencies. IMPAC's primary objective is the establishment and maintenance of a data base from which complete, accurate, and up-to-date reports to all levels of management can be generated. It also provides each initial review group and advisory council the necessary documents and reports required prior to, and subsequent to, each step in completing the application process. Noncompeting applications are prepared by IMPAC and forwarded to the appropriate grantee. Similarly, the award notice, as well as peripheral supporting documents, are prepared by IMPAC and furnished to the awarding units for issuance. Department of Housing and Urban Development S00600-001 Goals Management System (GMS). Budget Function/Subfunction: Community development (451). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This is a management control system for use by the Office of the Secretary, which provides a method of recording and tracking HUD's goals as identified by the various Assistant Secretaries. It produces a directory of management goals, listing the tasks and their status. In addition, a monthly status report is generated by the system. S00600-002 Accounts Current System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system receives data from the Insurance in Force and Title Systems to reconcile scheduled deposits, disbursements, and certificates of deposits with Treasury confirmed transactions. The system produces magnetic tape output representing confirmed deposits for forwarding to the Treasury Department. System data sources are derived from the following sources: Certificate of deposits, debit vouchers, schedule of payments, and miscellaneous deposits and disbursements. The system generates weekly/monthly Accounting 2 and 7 reports, lists of confirmed certificates of deposit and debit vouchers, and deposit and debit reports. S00600-003 Acquired Home Property Phase I System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system records acquisition costs of properties acquired incident to the payment of FHA insurance claims, and computes claims settlement amounts. The system provides data to the Insurance in Force System for use in terminating insurance on properties insured by FHA. Data also are provided to the Tax Inventory and Billing Control System for use in payment of taxes on HUD-held properties. An automated interface is further provided with the Acquired Home Property Phase II System which maintains records of expenses incurred against acquired properties. System data are derived from the following sources: Notice of Property Transfer and Application for Insurance Benefits; Assignment of Undivided and Application for Insurance Benefits; Application for Insurance Benefits and General Assignment; Insurance Claims Settlement and Voucher Assigned Home Mortgage or Insured Loan; Mortgage Insurance Claim Settlement Statement (Coveyed Home Property); and Schedule of Tax Information. System output reports include, but are not limited to, the following: Accounting 17 Report (daily); Mailing Labels (daily); Summary of Acquisitions (weekly); Accounting 16 Report (monthly); and a master file report listing (annually). S00600-004 Acquired Home Property Phase II System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system maintains records of all expenses incurred incident to acquisition, maintenance, and sale of properties acquired by HUD as a result of mortgage insurance claims and mortgage foreclosures. Automated interface is effected with the Acquired Home Property Phase I and Mortgage Notes Systems to permit establishment of records upon which the recording of these expenses can be effectuated. System input data include acquisition, reinstatement and repossession transactions; acquired home properties sales transactions; and acquired home properties deletions/corrections transactions. System output reports include, but are not limited to the following: Accounting 10 Report (weekly); Accounting 21 Report (monthly); and the Statement of Account.ing Report (annually). S00600-005 Administrative Operating Fund Allotment Ledgers Sys tems. Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system is primarily an administrative and management control system. It maintains and updates the allotment ledger data base with new obligations incurred by HUD and produces administrative account ing reports. Reports covering current and previous fiscal years by major object class and source fund are produced for new obligations incurred, liquidated obligations, and unliquidated obligations. S00600-006 Amortization System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system prepares the amortization schedules for the HUD's mortgage insurance programs. The system computes the payment to interest, the amount to be applied to principal, and the amount of annual mortgage insurance premium. The system also computes the amount of interest reduction subsidy where appropriate. S00600-007 Annual Contribution System. Budget Function/Subfunction: Public assistance and other income supplements (604). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system processes low rent housing accounting data to produce monthly annual contribution obligation vouchers, obligation and refund summary listings, annual contributions, accounts payable, ledger trial balances, unliquidated obligations, net disbursements by state, status of appropriations, and authorization for annual contributions to local housing authorities. System input data are derived from the following sources/transactions: Debt Service Application; Voucher for Accruing Annual Contributions; Obligation Record; and the Summary of Annual Contributions Payment. S00600-008 Departmental Time and Cost Reporting System (DTACRS). Budget Function/Subfunction: Community development (451). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. As an administrative and management control system, the DTACRS applies monthly time and cost factors expended against HUD programs by regional, area, insuring, and central office personnel. It produces detailed reports which assist administrators in tracking personnel expenditures by program area against projected program budgets. The source fund report prorates overhead time charges to each program and prints the results for each field office. Data are produced for use in budget formulation and execution, for monitoring manpower expenditures against the Department Operating Plan for Staff Resources, and for billing to other Federal agencies for reimbursable work performed by HUD employees. The system's primary data input source is the individual's Daily Time Report by program/project and activity. S00600-010 HUD Master Locality File. Budget Function/Subfunction: Community development (451). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system maintains a master reference file containing geographic codes which uniquely identify each place where a HUD project is located. It employs a geographical hierarchy of places by population, for use as an analytical tool. The file is also used to interface with other automated systems to achieve standardization within HUD programs and to eliminate redundant input of information regarding project localities. The primary outputs of this system are the Master Locality Directories. S00600-011 Index of Open Contracts System. Budget Function/Subfunction: Community development (451). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system supports the management, control and evaluative functions of the Department. Accordingly, it collects pertinent data relating to open HUD contracts, derived from basic contract information, such as contract amount, period of performance, contract description, and competitive or non-competitive classification. The primary system output is the Index of Open Contracts. The system also has the capability of searching and retrieving any information contained in its file. S00600-012 Insurance In Force (IIF)--Fee Collection System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace B. Bussell, Office of Organization and Management Information. 755-5915. An an administrative support processing operation, this system controls the payments from mortgagees for fees billed in the processing of applications for insurance in the Department's home mortgage insurance programs. At the time of billing a fee receivable is set up by the computer and liquidated when payment is received. Input data are derived from the Department's Fee Reconcilement Form. Major output reports are Accounting Detail Reports and Accounting Summary Reports. S00600-013 Insurance In Force (IIF)--Fiscal Control System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. In support of evaluative/statistical function, this system edits, records, and controls home mortgage cases from time of application to time of insurance written. Through a basic set of optical character recognition (OCR) input document and a Certificate of Insurance (HUD 9100-2), the system provides for such functions as billing for net application fees and credits, a master history file update, a statistical summary report of transactions processed, and insurance transactions to other systems. Outputs include several detail accounting and statistical reports. S00600-014 Insurance in Force (IIF)--Projects System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system supports the Department's processing and evaluative/statistical analysis functions. It records, controls, and monitors project mortgage insurance cases from the time of insurance initiation to termination. The major categories of data captured and manipulated by the system include amount of insurance; new insured mortgage, re-entry, re-instatement, or change in term of mortgage; cancellations; and termination/termination reinstatement. As output, the system generates annual premium billing, accounting, and statistical reports. S00600-015 Insurance In Force (IIF)--Small Homes System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system records, controls, and monitors more than five million home mortgage insurance records from time of insurance initiation to termination. Insurance records include such data as mortgage change status, termination status of home mortgage insurance, service adjustments, and distributive share adjustments. The system also calculates and prepares annual premium billings; summary totals of mortgage amount, unpaid principal balance, and accrued and unearned premium for entry in the general books of accounts; and other statistical and accounting reports. S00600-016 Low Rent Housing (LRH) Commitment Ledger. Budget Function/Subfunction: Public assistance and other income supplements (604). Agency Contact: Horace B. Bussell, Office of Organization and Management Information. 755-5915. In support of administrative processing, this system tracks accounting data relating to the Low Rent Housing Program. The system is comprised of (1) a project component--which creates new project records to be entered into the commitment ledger system, (2) a transaction component--which updates the project records in the commitment ledger, and (3) a report component--which generates the reports needed by management. Specific system outputs include transaction register reports, special and accumulated transaction history reports, and trial balance and control reports. S00600-017 Low Rent Housing (LRH) General and Subsidiary Ledger System. Budget Function/Subfunction: Public assistance and other income supplements (604). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. In support of administrative processing, this system processes records of assets, liabilities, and equity in the Low Rent Housing Program. These data are used to prepare reports for the Treasury Department, the Office of Management and Budget, and program management officials. In addition to the general books of accounts, detail listings of the accounts payable and the accounts receivable are maintained and updated as payments are received and paid. These subsidiary accounts also support the balance maintained in the general books of accounts. S00600-018 Low Rent Housing (LRH) Security Ledger System. Budget Function/Subfunction: Public assistance and other income supplements (604). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system supports the accounting for Low Rent Housing construction loans made to Local Housing Authorities (LHA's). The system automatically computes interest adjustments indicated necessary by internal editing and testing, to insure consistency in reporting from each LHA. The system also has the ability to adjust automatically the interest rate on contracts to the 'going Federal rate of interest', as established semi-annually by the Treasury Department in those cases where the interest rate is determined by legislative provisions. Specific output generated by the system include the following monthly reports: Trial Balance, Interest Accrual, Loan Activity, Summary by Interest Rate, and Summary Security Type. In addition to these, an annual History Report is also generated. S00600-019 Mortgagee Master Maintenance System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system establishes and maintains a file of approved mortgagees that is used to extract pertinent information for home mortgage insurance premium billing, project mortgage premium billing, and fee billing. The file is available and is often used by other systems to satisfy ad hoc requests for mortgage name and address information. The two major recurring reports generated by the system are the monthly approved mortgagees by mortgagee number and the semiannual approved mortgagees by state and city. S00600-020 Reports Management System. Budget Function/Subfunction: Other advancement and regulation of commerce (403). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system aids in controlling the reporting functions within HUD and is useful in the Federal data standardization effort. The primary categories of data elements processed by the system include the following: report characteristics, report data elements, report linkage and unique user parameters. The system provides for a comprehensive directory listing, an inventory of reports, a reports and forms listing, a code reference directory, a permuted index, and an ad hoc inquiry capability. S00600-021 Title I System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system provides operational and management support for execution of the Title I property improvement and mobile home loan program. The system is involved in day-to-day operations in the program's three basic areas: loan administration, claims, and recoveries. This includes such functions as calculation, billing, and reconciliation. The system also provides statistical and evaluation data for management use. Specific outputs of the system include, but are not limited to, the Mobile Home Report (monthly), Minority Reports (semi-annually), Annual Claims Reports, and specific query reports upon request. S00600-022 Home Mortgage Lending Survey System. Budget Function/Subfunction: Mortgage credit and thrift insurance (401). Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. This system is used primarily to support the evaluative and statistical analysis functions of the Department. It records and tabulates data from lending institutions un home mortgage interest rates and terms to provide monthly information on actual loan transactions and commitments for publication by the Department. Major outputs of the system are in the form of statistical summaries and tables. S00600-023 Department System. Budget Function/Subfunction: Other advancement and regulation of commerce (403). Agency Contact: Horace B. Bussell, Office of Organization and Management Information. 755-5915. This system provides recurring updated listings of contractors and grantees debarred from, ineligible to, or suspended from recurring awards by the Department. The reason for the actions, extent of restrictions, and cross-reference of individuals and companies is reflect ed. S00600-024 *HUD Long Range Plan for Data Automation. Office of Agency Contact: Horace G. Bussell, Office of Organization and Management Information. 755-5915. |