Social Security Administration-Quality Initiative For Commissioner's Correspondence Version 2, March 2014
Social Security Administration-Quality Initiative For Commissioner's Correspondence Version 2, March 2014
Contents
General Writing Tips....................................................................................................................1
Structuring Your Writing.............................................................................................................1
Format.........................................................................................................................................2
Sentence Structure.......................................................................................................................2
Word Choice................................................................................................................................3
Acronyms and Abbreviations.......................................................................................................8
Punctuation..................................................................................................................................9
Capitalization............................................................................................................................11
Numbers.....................................................................................................................................13
Separation of Words at the End of a Line..................................................................................13
Edit, Edit, and Edit Again..........................................................................................................14
Business Email Guidelines..........................................................................................................15
General......................................................................................................................................15
Email Message Format..............................................................................................................15
Letter Guidelines.........................................................................................................................17
General......................................................................................................................................17
Templates...................................................................................................................................17
Letter Format.............................................................................................................................17
Sample Letter.............................................................................................................................22
Memorandum Guidelines...........................................................................................................23
General......................................................................................................................................23
Templates...................................................................................................................................23
Memorandum Format................................................................................................................23
Sample Memorandum................................................................................................................25
Sample "See Below" Memorandum..........................................................................................27
The EMAC System......................................................................................................................28
Component Submissions............................................................................................................28
Component Clearances..............................................................................................................28
Examples of Forms of Address...................................................................................................29
Appendix
QUICC Handbook Change Summary...........................................................................................37
1. Keep your audience in mind so that documents are understandable on the first reading.
Clear.
Plain.
Concise.
Professional.
Active voice.
Jargon free.
Reader focused.
5. Consider dividing a long document into short sections with informative headings.
6. Consider whether a graphic or table is the best way to convey the story. Introduce a graphic
or table before it appears in the document.
7. When responding to a written inquiry, begin the letter, “Thank you for your (month, day,
year) letter concerning . . . .”
8. With a series:
Put the longest item last unless there is a reason not to, such as chronology.
9. If you refer to a series later in a document, put the items in the same order as the original
series.
Format
1. Use the letter format when writing to the public or sending condolences, commendations, and
retirement greetings within the agency.
2. Use the memorandum format for formal correspondence within the agency.
4. Use the header function in Microsoft Word to insert header-related information (e.g., titles,
dates). Do not place header information into the body of the document.
5. Use the header function to insert “Draft” in red to indicate a document is a draft. Do not use
a “draft” watermark.
6. Use the Word 508 Accessibility Toolbar to ensure official documents in electronic format
(e.g., webpages) are accessible to individuals with disabilities.
Note: See link to 508 Accessibility on menu on the left side of the Writing Center
homepage.
my:
- Italics
- No bold
- No capitals
- Custom color - Red 209, Green 34, Blue 41
Social Security:
- No Italics
- No bold
- Space after “Social”
- Capital S in “Social” and “Security”
- Custom color - Red 0, Green 84, Blue 166
3. Place words carefully. Avoid large gaps between the subject, verb, and object.
4. Do not misplace modifiers. Place modifiers near the word or phrase modified.
Examples:
Not: We sent our letter explaining that we denied the claimant benefits on July 1, 2012.
But: On July 1, 2012, we sent our letter explaining that we denied the claimant benefits.
(The intent is to tell the reader the date we sent the letter, not the date we denied the claimant
benefits.)
Not: The prosecutor sought indictments of four people for alleged voter registration fraud
one week before the 2012 election.
But: One week before the 2012 election, the prosecutor sought indictments of four people
for alleged voter registration fraud. (The intent is to tell the reader when the prosecutor
sought indictments, not when the alleged voter registration fraud occurred.)
5. Avoid dangling modifiers. An introductory phrase or clause modifies the subject of the main
clause. A modifier dangles if the introductory phrase or clause does not name a subject and
the subject of the clause that follows is not the actor.
name the subject in the clause that immediately follows the introductory phrase or clause.
Example:
Not: When tackling the quarterback, my collarbone broke. (In this sentence, “my
collarbone” tackled the quarterback.)
But:
When I tackled the quarterback, my collarbone broke. (We added the subject “I” to the
introductory phrase.)
When tackling the quarterback, I broke my collarbone. (We added the subject “I” to the
main clause).
1. Words matter. Remember your audience and carefully choose words appropriate for your
readers.
2. Unless there is a specific reason to use passive voice (e.g., there is no actor, or the actor is
unknown or unimportant), use active voice to make it clear who performs the action. Passive
voice makes the subject the recipient of an action instead of the actor.
Note: Passive voice sentences generally include a form of the word “to be” (e.g., is, was,
could be, has been) plus a past tense form of the verb.
3. Do not confuse passive voice with past tense. Voice relates to “who, whom, or what,” and
tense relates to “when.”
Examples:
By Tuesday, the policy had been approved by the Acting Commissioner. (past tense and
passive voice)
By Tuesday, the Acting Commissioner had approved the policy. (past tense but active
voice)
4. Omit needless words. For example, “the fact that” is nearly always unnecessary. Remember
Mark Twain’s motto: “When in doubt, strike it out!”
Example: We base a beneficiary’s Social Security benefit amount on his or her (not “their”)
lifetime earnings.
Note: For more information on pronouns, see the Writing Tips in Motion video, Pronoun
Tips.
7. Avoid nominalizing verbs (i.e., transforming verbs into nouns). Put the action in the verb to
make writing stronger, specific, and more concrete. Common endings for nominalized verbs
and examples of how to rewrite sentences with nominalized verbs include:
Not: The instability of the motor housing did not preclude the completion of the field
trials.
But: Even though the motor housing was unstable, the research staff completed the field
trials.
8. When referring to a single component or committee, use a singular pronoun and verb.
Example: We will brief you on the task force’s efforts when it completes its work.
10. When referring to persons, use “who” rather than “that” or “which.”
Example: Please advise your employees who work flextime that I am cancelling it on
Monday.
Examples:
We want to create a new system that will consistently support our business processes.
We recently opened the National Hearing Center, which will allow us to capitalize on
new technologies.
12. Use “who” and “whom” correctly. “Who” is the subject of a verb. “Whom” is the object of
a verb or preposition.
Note: To determine whether to use “who” or “whom,” substitute "he" or "him." If "he"
would be correct, use "who." If "him" is correct, use "whom."
Examples:
Who wrote the letter? (You would say, “He wrote the letter,” instead of, “Him wrote the
letter.”)
The letter is for whom? (You would say, “The letter is for him,” instead of, “The letter is
for he.”)
13. In correspondence, generally refer to SSA as “we,” “us,” and “our.” In situations where it is
more appropriate to refer to SSA as “agency,” use a lowercase “a.”
Note: While many sources capitalize “agency,” the Acting Commissioner (ACOSS) prefers
a lowercase “a.” Follow the ACOSS’ preference when writing agency correspondence.
Documents written for formal publications that have their own rules, such as the Federal
Register, are exempt from this standard, and you should follow the publication’s
requirements.
14. In text, spell out “percent.” Use the percent symbol (%) in document areas (e.g., charts)
without enough space for the word “percent.”
Examples:
Note: For more information, see the Writing Tips in Motion video, Assure, Ensure, and
Insure.
18. Use “affect” and “effect” correctly. As a verb, “affect” means “to influence;” as a noun, it
means “disposition.” As a verb, “effect” means to “produce a result,” as a noun it means
“result.”
Examples:
We found that his medical condition affected his ability to work. (When used as a verb, it
is usually “affect.”)
We discussed the legislation’s effect on our policy. (When used as a noun, it is usually
“effect.”)
Example:
21. Avoid contractions in formal correspondence (e.g., don’t, they’re, I’ll, it’s).
23. Do not use “his/her” or “and/or.” Instead of “his/her,” use “his or her” or reword the
sentence to use the plural pronoun “their.” Instead of “and/or,” use the word that is more
appropriate for your sentence.
Examples:
But: To move the equipment, we need vans or trucks. (You may want to add “or both.”)
24. Do not use "since" to indicate cause. Use “therefore,” “because,” “accordingly,” “as a
result,” etc.
Example:
Not: We will follow the policy since the President requires it.
But: We will follow the policy because the President requires it.
Example:
27. Use people-first language, which describes what a person “has” instead of what a person
“is.”
Examples:
1. Define the acronym the first time you refer to the subject and follow with the acronym or
abbreviation in parentheses without quotes around the acronym.
2. If the word or phrase is plural the first time it appears in the document, show the acronym in
the singular form in parentheses. However, when using the acronym later in the document,
use the plural form if applicable. The same applies to possessives.
Examples:
We conducted more continuing disability reviews (CDR) this year than we did last year.
The frequency of CDRs depends on the likelihood that a recipient’s medical condition
will change.
3. Do not use the acronym or abbreviation if you refer to the subject only once.
5. If you use an acronym in both a cover document and in an attachment or enclosure to that
document, spell out the acronym the first time it appears in both the cover document and in
the attachment or enclosure. Follow the assumption that the cover document and the
attachment or enclosure could be separate documents. In a large document that consists of
several independent sections, treat each section as a separate document and spell out the
acronym the first time it is used.
Examples: an FCC ruling, an RFP, an OSHA employee, a FEMA trailer, a HUD regulation.
7. United States
Spell out United States when using it in a sentence containing the name of another
country.
Use the abbreviation “U.S.” when using it as an adjective, but spell it out when using it as
a noun.
Examples: U.S. Government, U.S. Congress, U.S. Army, U.S. foreign policy, U.S.
citizen, United States Code (official title), foreign policy of the United States,
temperatures vary in the United States.
8. Use “e.g.” and “i.e.” correctly: “i.e.” means “that is,” and “e.g.” means “for example.”
Examples:
Dispose of water bottles in the proper container (i.e., the brown bin).
Do not place recyclable items (e.g., cans, paper, water bottles) in the trash.
9. When you refer to the Social Security Act throughout the document as the “Act,” establish
the acronym as “Social Security Act (Act)” not “Social Security Act (the Act).”
Punctuation
1. Commas
If there are three or more items in a list, use a comma after the next to last item.
Do not use a comma after a date unless another comma rule applies.
Examples:
On January 13, 2010, we received 24 inches of snow. (Use a comma because “On
January 13, 2010” is an introductory phrase.)
Note: While many sources use a comma following a complete date, the ACOSS
prefers no comma following a complete date unless another comma rule applies. For
a more complete discussion of the use of commas when writing a date, refer to our
preferred standard writing guide, The Elements of Style by William Strunk, Jr. and E.
B. White.
Exception: Documents written for formal publications that have their own rules,
such as the Federal Register, are exempt from this standard, and you should follow
the publication’s requirements.
Use a comma between independent clauses unless the clauses are very short.
Examples:
The agency, after extensive testing, found that the tool was not suitable for disability
evaluation.
2. Watch punctuation (semicolon or comma) with the words “however” and “therefore.”
Examples:
You are finished; however, I have more to accomplish. (two complete thoughts)
The report was due yesterday; therefore, it is now overdue. (two complete thoughts)
Examples:
We agree with your suggestion, and the committee is reviewing the proposal carefully.
(two complete independent clauses)
4. Consider using dashes (two hyphens) to emphasize a point. However, using this tool too
often in a document lessens the effect.
Write fractions.
Note: Refer to the dictionary or the Government Printing Office (GPO) Style Manual to
determine how to write a compound word. Compound words can be two words (time
zone), one word (timekeeper), or hyphenated (cross-examine).
8. In the salutation of a letter, use a colon following the surname, not a comma.
Outside the quotation marks if the question is not part of the quotation.
10. Punctuate between the day and the year, not between the month and the year.
Capitalization
1. Capitalize “federal” when using it as a synonym for United States or another sovereign
power.
2. Capitalize “government” when using it as part of a proper name or as the proper name.
Example: The Federal Government provides a wide variety of benefits to its citizens.
4. Capitalize “state” when using it with a proper noun and when using it alone to refer to a
specific State or to a group of States.
Examples: New York State, the State, State of Illinois, State rights, State and local
coverage, Maine State Agency.
5. Do not capitalize “state” when using it as part of a compound word or when it has a general
meaning.
Examples: tristate, upstate, statewide, state of the art, church and state.
Note: While some sources use FY without a year (e.g., “…in each FY, we budget….”), the
ACOSS prefers spelling out “fiscal year” when not followed by a specific year(s). Follow
the ACOSS’ preference when writing agency correspondence. Documents written for formal
publications that have their own rules, such as the Federal Register, are exempt from this
standard, and you should follow the publication’s requirements.
8. Generally, capitalize these words: Congress, Federal Government, Internet, Intranet, Nation
(when used as a synonym for United States).
9. Unless you are referring to a specific office, do not capitalize such terms as disability
determination service, hearing office, regional office, field office.
Examples: the Baltimore Hearing Office, the Albuquerque Field Office, a field office in
Georgia.
10. Unless part of an official name, do not capitalize such terms as office, division, branch,
headquarters, main complex.
11. Capitalize “administrative law judge” only if you are referring to a specific individual by
name.
12. Do not capitalize medical terms except for conditions that contain a proper noun.
Examples:
You said this child has attention deficit hyperactivity disorder and a learning disability.
13. The ACOSS prefers that we capitalize “Title” when referring to titles in the Social Security
Act (e.g., Title II, Title XVI, Title XVIII). Follow the ACOSS’ preference when writing
agency correspondence. Documents written for formal publications that have their own
rules, such as the Federal Register, are exempt from this standard, and you should follow the
publication’s requirements.
Numbers
2. Use Roman numerals when referring to titles in the Social Security Act (e.g., Title II, Title
XVI, Title XVIII) in our correspondence.
3. Spell out numbers under 10, except when expressing money or measurement. However, if
2 or more numbers appear in a sentence and 1 of them is 10 or more, use numerals (i.e.,
number symbols, such as 7, 22, 1500) for each number.
Note: While many sources use numerals when expressing time, the ACOSS prefers we spell
out numbers under 10 (e.g., one o’clock, not 1 o’clock).
1. Do not separate a number from the item to which it refers (i.e., ensure that the number and
the item are on the same line).
4. Do not separate the month and day of the month. If necessary, type the year on the next line.
5. Do not separate figures, letters, or symbols from their accompanying words when used as a
group.
We cannot stress enough the importance of editing. Once you complete your document, whether
it is a short email, a memorandum to an executive, or a letter to someone outside the agency,
edit, edit, and edit again. Review the document for format, content, spelling, grammar, and plain
language usage. Incorporate your changes and review again. Repeat as many times as necessary
to produce a well-written document. Consider asking a colleague to review your document.
Often a fresh set of eyes will pick up minor errors you may overlook after reviewing the
document numerous times.
4. Do not use all CAPITAL letters. An email in all capital letters is hard to read and may
appear to the recipient that you are shouting.
5. Tone
Keep in mind that you cannot easily convey tone in an email; therefore, select your words
carefully.
Do not compose an email you would not want your manager or coworkers to read.
Cool off before composing an email. If you are angry when you compose your email,
save it as a draft and come back to it later.
Stop and review your email before you send. You may want your manager or a co-
worker to review the draft message.
6. Read Receipts
Read receipts are not always reliable because users can decline them.
Read receipts irritate many recipients because they view them as an invasion of privacy.
1. General
Use rich text or HyperText Markup Language (HTML) instead of plain text. Rich text
and HTML allow you to use formatting options, such as bolding, bullets, colored fonts,
etc.
Exception: Use plain text if you know the recipient’s email application does not support
rich text or HTML.
Exception: It is acceptable to use a font color other than black or dark blue when you
want to emphasize text.
2. To
Carefully consider whom to include as a recipient. Make sure you send or reply to the
correct person.
3. Subject Line
Use clear and meaningful words so the recipients can quickly determine the purpose of
the email.
Begin the subject line with words such as “ACTION,” “REPLY,” and “INFO” when
appropriate.
4. Professional Signature
If you add a signature to your email, keep it short and simple. The signature should
include your name, title, component, and phone number.
If you add quotes or messages after your signature, keep them professional (i.e., avoid
silly, inappropriate, or offensive messages).
Do not show Control/Work Request numbers on documents for release outside the agency.
Control/Work Request numbers should appear only on memoranda.
CPC letters are usually from Members of Congress and determined to be a priority or
urgent in nature.
Templates
1. Use the letter template format for external correspondence when writing to the public;
Members of Congress; Federal, State, and local government officials; and advocacy groups.
Also, use the letter format for condolences, commendations, and retirements within the
agency.
2. Use the blank electronic templates of letterheads for the COSS’, Deputy Commissioner’s
(DCOSS), and component Deputy Commissioners’ correspondence.
3. For letters for the ACOSS’ signature, use the Commissioner Letterhead Baltimore that has
“The Commissioner” printed at the top under the heading “SOCIAL SECURITY.”
Letter Format
1. General
Prepare letters in Microsoft Word using Times New Roman 12-point font. If you need to
use another font or font size, please contact OEO.
Left justify the text (i.e., “Align Text Left” in Microsoft Word).
Left and right margins are at least 1 inch and not more than 1¼ inches.
2. Date
Leave the date blank; when signed, OEO will date the letter.
3. Address
In general, begin the address five lines below the last line of the letterhead (i.e., five lines
below “The Commissioner”); adjust as needed to center the letter on the page.
If the address is not included in the letter (e.g., for courtesy copies) provide the address to
OEO separately.
Use the addressee’s appropriate title. Refer to Examples of Forms of Address and the
GPO Style Manual as needed.
If titles or names of organizations go beyond the center of the page, place the remaining
text on the next line and indent two spaces to indicate a continuation.
Do not use a period in the abbreviations NW, SW, NE, and SE for sections of a city or in
a street address. Spell out North, South, East, and West at all times.
Use the U.S. Postal Service official two-letter abbreviation for the State/possession.
Capitalize each letter of the abbreviation.
Attention Line
If the incoming letter requests we address our response to someone’s attention, include an
attention line on the envelope. Do not include it in the letter.
4. Salutation
Use the addressee’s appropriate title. Refer to Examples of Forms of Address and the
GPO Style Manual as needed.
Use the addressee’s surname, not first name, in the salutation (e.g., Dear Senator
Baucus).
5. Body of Letter
Leave one blank line between the salutation and body of the letter.
If responding to an incoming letter, include in the first sentence: “Thank you for your
(month, day, year) letter . . . .”
If responding two or more months after the inquiry, add the following statement to the
first paragraph: “I regret the delay in responding.”
In the introductory paragraph, briefly restate the major issues raised in the incoming
inquiry.
The letter should respond to all points raised in the incoming inquiry and in the same
order to the extent possible.
Answers to questions should be, direct, to the point, and free from ambiguity.
The letter should “tell our story,” (i.e., put the response in context).
For lengthy technical issues (e.g., chronologies) enclose a fact sheet or report (e.g.,
instead of a seven page letter, write a one page cover letter with a six page report).
For succeeding pages of letters, use headers to insert the name of the addressee and the
page number at the top of the page at the left margin.
6. Closing Paragraph
Use a closing paragraph to thank the writer for sharing ideas and concerns, offer additional
assistance, provide an agency contact, etc., as applicable.
Example: If you have further questions, please contact me or have your staff contact Scott
Frey, our Deputy Commissioner for Legislation and Congressional Affairs, at (202) 358-
6030.
Leave one blank line between the last sentence of the letter and the complimentary close.
Type the complimentary close and signature block at the center of the page.
Type the signing official’s name on the fourth line (four returns) below the
complimentary close.
Sincerely,
Carolyn W. Colvin
Acting Commissioner
If you send materials with a letter, leave one blank line after the signature block and type
“Enclosure” or “Enclosures” at the left margin. (Use “Attachment” for memoranda.)
Show the name of the addressee and the page number at the top left margin of the
enclosure.
Examples:
For two enclosures where the first enclosure is one page and the second enclosure is
two pages:
Note: You may need to use a color copier to accurately display color-coded material
(e.g., charts, graphs).
If sharing courtesy copies of the letter, type “cc:” at the left margin two lines below the
signature block or, if applicable, two lines after “Enclosure” as follows:
Carolyn W. Colvin
Acting Commissioner
Enclosure
cc:
Arnold Dunn (Full Name)
Exception: For letters to Members of Congress, indicate in the last paragraph that we are
also sending the information to Senator or Representative (last name).
Note: Do not include agency employee names as recipients of courtesy copies even when
the ACOSS, DCOSS, or other staff will receive copies of the letter.
Thank you for your June 11, 2008 letter regarding the differences in the amount beneficiaries
with disabilities may earn and still receive monthly cash benefits. We also received a June 16
letter from John Smith clarifying that he is asking that we remove the monthly earnings cap. We
are sending a copy of this response to Mr. Smith.
The Social Security Disability Insurance program provides monthly cash benefits to workers
who are blind or disabled and to their dependents. Applicants must establish that they are
disabled or blind based on a medical impairment and that they are unable to perform work
activity above the substantial gainful activity (SGA) level. Statute establishes SGA levels, which
adjust annually based on increases in the national wage index.
Before 1977, there was a uniform SGA level for beneficiaries regardless of whether their
disability was blindness or another condition. In the Social Security Amendments of 1977,
Congress established a higher SGA level for beneficiaries who receive disability benefits based
on blindness. Because statute mandates SGA levels, we have no authority to eliminate those
levels, as Mr. Smith suggested.
I hope this information is helpful. If I may be of further assistance, please contact me, or your
staff may contact Scott Frey, our Deputy Commissioner for Legislation and Congressional
Affairs, at (202) 358-6030. Mr. Frey is available to meet with your staff if requested.
Sincerely,
Carolyn W. Colvin
Acting Commissioner
cc:
John Smith
We use memoranda to communicate officially within our agency. Use letters, not memoranda,
to correspond with the public, Members of Congress, State or other Federal government
agencies, and external organizations.
Templates
1. Use the electronic Formal Memorandum template for memoranda addressed to the ACOSS
or DCOSS.
2. Although we use email for most internal communications, the Informal Memorandum
template is available for communications between components below the ACOSS and
DCOSS levels.
Memorandum Format
1. General
Prepare memoranda in Microsoft Word using Times New Roman 12-point font.
Do not right justify (“Align Text Right” in Microsoft Word) the text.
For succeeding pages, show the page number at the bottom center or right of the page.
Be consistent in page number placement throughout the document. Use a footer to insert
the page number.
2. Date
Leave the date blank; when signed, OEO will date the memorandum.
3. To
Show the name, title, and organization of addressee(s) (e.g., Executive Staff; Senior
Staff). Show "See Below" for more than two addressees.
If titles or names of organizations go beyond the center of the line, bring the remaining
text to the next line and indent two spaces to show a continuation.
4. From
5. Subject
Indicate the subject and purpose of the memorandum (e.g., ACTION, DECISION,
INFORMATION, REPLY, INVITATION).
Example:
SUBJECT: Executive Assurance Statements for fiscal year (FY) 2012 (Your
Memorandum Dated 07/30/12)REPLY.
6. Reply Requested
If a reply is requested by a certain date, leave one blank line space after the SUBJECT and
type the following, centering on the page:
If you send materials with a memorandum, leave one blank line after the last paragraph
and type “Attachment” or “Attachments” at the left margin.
Use tabs for two or more attachments and identify the contents of each.
Example:
Attachments:
Tab A – Fact Sheet
Tab B – Background
For courtesy copies, type “cc:” at the left margin two lines after the last paragraph or two
lines after “Attachment” if applicable.
8. Decision Line
For a DECISION memorandum, include a decision line for the addressee to indicate approval
or disapproval. Type the DECISION line after the last line of the memorandum and before
“Attachments” or “cc:.” If applicable, include a space for the ACOSS or DCOSS to provide
comments.
20131007-0130726
To:
Carolyn W. Colvin
Acting Commissioner
From:
John Smith
Deputy Commissioner for Disability Adjudication and Review
Subject:
Establishing a Permanent Remote Site in Bemidji, Minnesota--DECISION
ISSUE
The Office of Disability Adjudication and Review (ODAR) requests your approval to establish a
stand-alone permanent remote site (PRS) in Bemidji, Minnesota.
DISCUSSION
The Bemidji hearing site is currently a temporary remote site (TRS) for the Fargo Hearing Office
(HO). We currently hold hearings in the Bemidji District Office (DO) conference room. A
stand-alone permanent remote hearing site would increase efficiency through the use of the
Electronic Folder and video teleconferencing.
We consider three factors for establishing a PRS: distance traveled from the HO, workload
volume, and the cost of establishing a PRS. The proposed PRS is approximately 151 miles from
the Fargo HO, which exceeds the distance requirement of 75 miles.
To establish a PRS, the workload must be sufficient to support at least one docket of 25 to
30 cases per month. While the proposed site does not meet the workload criteria, the harsh
winters in this area make travel difficult and at times virtually impossible from November
through March. In fiscal year (FY) 2008, the Bemidji service area received 239 cases, an
average of 20 cases per month. So far in FY 2013, from October 2012 through March 2013, the
service area has received approximately 188 cases, an average of 19 cases per month. In
FY 2012, the Fargo HO incurred $16,598 in travel costs (including rental costs, vocational and
medical experts, and claimant/representative travel costs) for the Bemidji service area. So far in
FY 2013 the Fargo HO has incurred approximately $20,901 in total travel costs to service the
Bemidji area. We project that administrative law judges (ALJ) from the Fargo HO will make
In addition to workload, distance, and cost considerations, a TRS presents security and service
delivery concerns. The DO conference room is not ideal for holding hearings because it requires
us to escort the claimants, representatives, witnesses, and vocational and medical experts through
the DO’s secured space to get to the conference room. This creates an obvious security issue.
We considered collocating the TRS with the Bemidji District Office, but that office did not have
available space.
RECOMMENDATION
DECISION
Comments___________________________________________________________________
____________________________________________________________________________
Attachments:
Tab A -- Request for Space (SF-81)
Tab B -- Space Computation Sheets (3)
cc:
Deputy Commissioner for Operations
Date:
March 1, 2013 Refer To:
To:
See Below
From:
Katherine Loo
Assistant Regional Counsel
Subject:
How to Address a “See Below” Memorandum
The body of the memorandum goes here. Make sure you always show the addressees on the first
page.
ADDRESSEES:
Jane Smith, Regional Commissioner, Region IX
Mary Jones, Executive Officer, ORC, IO
Gary White, Director, Center for Disability
John Doe, Chief, CCPRB1, Appeals Council
We use the EMAC system to track assignments and correspondence, and to maintain copies of
agency correspondence and responses.
Component Submissions
1. Forward all materials prepared for the ACOSS, DCOSS, or others in OC to “OC Controls”
through EMAC.
2. Include due dates for controls submitted for OC clearance. Follow these guidelines in setting
due dates: 15 business days for documents of 15 or fewer pages; 20 business days for
documents of over 15 pages.
3. If the draft document is intended for an external recipient, do not include any reference
number on the document. Include an EMAC control number on memoranda only.
4. If a document is time sensitive or needs quick handling, include a note in the Description or
Assignment Instructions field in EMAC explaining its urgency. Consider alerting OEO by
phone to any special circumstances.
5. Include pertinent information and necessary background with draft letters and decision
memoranda.
Examples:
Any Program Operations Manual System (POMS) references or statutes other than the
Social Security Act cited in the document.
Component Clearances
2. Where appropriate, reflect any component concurrences to draft responses and memoranda
and explain why you did not adopt a particular comment.
Assistant to the President The Honorable (full name) Dear Mr./Mrs./Miss/Ms. (surname):
Assistant to the President Sincerely,
The White House
Washington, DC 20500
Informal:
The Honorable (full name)
The Vice President
of the United States
Washington, DC 20501
Former Vice President The Honorable (full name) Dear Mr./Mrs./Miss/Ms. (surname):
(no title) Sincerely,
(local address) (ZIP Code)
THE FEDERAL
JUDICIARY
1
Sources: U.S. Government Correspondence Manual 1992; U.S. Department of State Correspondence
Handbook.
THE FEDERAL
JUDICIARY (cont’d)
The Clerk of the Supreme The Clerk of the Supreme Court Dear Mr./Mrs./Miss/Ms. (surname):
Court The Supreme Court Sincerely,
Washington, DC 20543
THE CONGRESS
President of the Senate The Honorable (full name) Dear Mr./Madam President:
President of the Senate Sincerely
Washington, DC 20510
President of the Senate Pro The Honorable (full name) Dear Senator (surname):
Tempore President Pro Tempore Sincerely,
of the Senate
Washington, DC 20510
Speaker of the House of The Honorable (full name) Dear Mr./Madam Speaker:
Representatives Speaker of the House Sincerely,
of Representatives
Washington, DC 20515
United States Senator The Honorable (full name) Dear Senator (surname):
United States Senate Sincerely,
Washington, DC 20510
or
The Honorable (full name)
United States Senator
(Home State office address)
(City) (State) (ZIP Code)
United States Representative The Honorable (full name) Dear Mr./Mrs./Miss/Ms. (surname):
House of Representatives Sincerely,
Washington, DC 20515
or
The Honorable (full name)
Member, United States House
of Representatives
(local address) (ZIP Code)
Committee Chairman The Honorable (full name) Dear Mr./ Madam Chairman/ Chair:
Chairman, Committee on (name) Madam Chairwoman:
United States Senate Sincerely,
Washington, DC 20510
or
The Honorable (full name)
Chairman, Committee on (name)
House of Representatives
Washington, DC 20515
Office of a Deceased Senator Office of the late Senator (full name) Sirs/Dear Mr./Ms. (name of contact):
or Representative United States Senate Sincerely,
Washington, DC 20510
or
Office of the late Representative (full
name)
House of Representative
Washington, DC 20515
LEGISLATIVE AGENCY
EXECUTIVE
DEPARTMENTS &
INDEPENDENT
AGENCIES
EXECUTIVE
DEPARTMENTS &
INDEPENDENT
AGENCIES (cont’d)
Head of a Federal Agency, The Honorable (full name) Dear Mr./Mrs./Miss/Ms. (surname):
Authority, or Board (title) Sincerely,
(agency name)
(address)
(City) (State) (ZIP Code)
Chairman of a Commission (or The Honorable (full name) Dear Mr./Madam Chairman/Chair:
Board) Chairman, (commission name) Madam Chairwoman:
(address) Sincerely,
(City) (State) (ZIP Code)
MULTIPLE ADDRESSEES
One Woman and One Man Mrs./Miss/Ms. (full name) and Dear Mrs./Miss/Ms. (surname) and
Mr. (full name) Mr. (surname):
(address) Sincerely,
(City) (State) (ZIP Code)
Two or More Men Mr. (full name) and Dear Mr. (surname) and Mr.
Mr. (full name (surname):
(address) Sincerely,
(City) (State) (ZIP Code) or
Dear Messrs. (surname) and
(surname):
Sincerely,
or
Two or More Women Mrs./Miss/Ms. (full name) and Dear Mrs./Miss/Ms. (surname) and
Mrs./Miss/Ms. (full name) Mrs./Miss/Ms. (surname):
(address) Sincerely,
(City) (State) (ZIP Code)
or
OTHER
To establish version
control, we added the
version number and date
to the bottom of each
page
ACOSS provided
guidance for salutation
for same-sex couples
sharing last name
ACOSS provided
guidance for my Social
Security.
Appendix
QUICC Handbook Change Summary
Listed below are the changes made to the QUICC Handbook following the passage of the Plain
Writing Act of 2010. In addition, to establish version control, we added the version number and
date to the bottom of each page.
Stop and review your email before you send. You may
want your manager or a co-worker to review the draft
message.
10/18/13
3/20/14
agency-wide and government-wide