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Executive Summary

The Benefits Planning, Assistance and Outreach (BPAO) Survey was conducted at the request of the Office of Employment Support Programs to obtain feedback about the experience and opinions of BPAO program participants. Under 116 cooperative agreements with a variety of community organizations nationwide, specially trained benefits specialists provide different levels of counseling services to assist disabled beneficiaries in making informed decisions about work, including the three most intensive categories of services: Benefits Analysis and Advisement, Benefits Support Planning and Benefits Management. The BPAO survey was conducted by telephone during November and December 2002 with 1,764 individuals who were identified as having received 1 of these levels of service.

Using SSA’s standard six point rating scale that ranges from “excellent” to “very poor,” beneficiaries were asked to evaluate their overall satisfaction with the information and services provided, as well as the more tangible aspects of the experience such as the convenience, accessibility and privacy of the location where they met with the benefits specialists. Beneficiaries also provided their level of satisfaction (“very satisfied” to “very dissatisfied”) with access to the benefits specialist, both in person and by telephone. The clarity and helpfulness of the information and actions of the benefits specialists were assessed using a four point scale from “strongly agree” to “strongly disagree.” And, finally, the survey also contained questions about the participant’s work activity and education.

Highlights of the Survey Results
Survey respondents reported a very positive reaction to BPAO counseling giving an overall satisfaction rate of 89 percent excellent, very good or good (E/VG/G). Among dissatisfied respondents, specific complaints were that the benefits specialists could not provide complete and accurate information, that they failed to return calls promptly and that the program had not provided tangible help in terms of finding employment.
At 96 percent E/VG/G, the courtesy of the benefits specialist was most highly rated, followed by the time they spent with the participant (94 percent E/VG/G) and their helpfulness (90 percent E/VG/G).
When considering their in person contacts with the benefits specialist, the privacy and accessibility of the meeting location both received E/VG/G ratings of 93 percent. In contrast, the convenience of the meeting location was one of the lowest rated aspects of service (84 percent E/VG/G) because of the long distance respondents had to travel, the lack of transportation and inadequate parking.
Ninety-five percent of respondents reported that they were very satisfied or somewhat satisfied (VS/SS) with the length of time they waited for their initial appointment with the benefits specialist. Although still highly favorable, satisfaction was lower for respondents trying to get through to the benefits specialist on the telephone (90 percent VS/SS) or waiting for a return call (89 percent VS/SS).
Respondents were asked whether they agreed or disagreed with several statements concerning different aspects of the services provided by the benefits specialist. Ninety five percent of respondents strongly agreed or somewhat agreed (SA/SWA) (77 percent SA) that it was helpful when the benefits specialist contacted someone else about their situation, such as a friend, relative, SSA or Vocational Rehabilitation. Only 43 percent of respondents reported that the benefits specialist took such an action during the course of their counseling.
Sixty-one percent of respondents indicated that the benefits specialist wrote something for them that explained their personal situation and benefits. Of this group, a very high percentage (95 percent SA/SWA; 70 percent SA) found that this written explanation clearly told them what they needed to know.
When respondents considered the oral explanations they received from the benefits specialist, most (92 percent SA/SWA; 65 percent SA) found the information about how work and earnings would affect their benefits to be clear. Some of the respondents who disagreed claimed that they had never received an explanation from the benefits specialist.
Respondents reported the lowest level of agreement (87 percent SA/SWA; 56 percent SA) with the statement that, after talking with the benefits specialist, they understood what they were supposed to do or what was supposed to happen next. Respondents who did not agree said that the benefits specialist’s explanation left them feeling confused and uncertain about the next step in the process.
Similar proportions of respondents agreed that they were confident the benefits specialist provided them with accurate information (94 percent SA/SWA; 72 percent SA) and that they took actions promptly (94 percent SA/SWA; 75 percent SA).
Twenty-eight percent of respondents indicated that they were working at the time of their initial contact with the benefits specialist. After benefits counseling, 47 percent of respondents reported work activity (26 percent continued work that had started before their contact; 21 percent began working subsequent to benefits counseling).
Three-fourths of respondents felt there were other issues in their life that affected their decision about working besides the information they obtained through benefits counseling. The two other factors most frequently cited by respondents were their medical condition (53 percent) followed by their family situation (17 percent).