Innovative solutions in coordination of social security systems in the area of family benefits introduced by Lesser Poland Voivodeship

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family benefitsgood practiceManagementPublic administration

Organisation name Ma_opolska Provincial Office in Krakow

Contact person: Ismena Sulimska

ismena.sulimska@malopolska.uw.gov.pl

On 1 January 2018, the voivodes (provincial governors) in the whole country took over from the marshals the task of coordinating Family Allowance and Benefit for bringing up children (so-called 500 Plus), i.e. determining in the case of a family where one of the spouses works in a country of the European Union, Switzerland, Iceland, Norway or Liechtenstein which of the countries should pay the due benefits. This task was carried out by marshals with long delays. Delegation of the task to the voivodes is to guarantee better management and efficient execution of payments for the beneficiaries. The situation in Malopolska was the worst. Applications not realized by the Marshal of the Malopolska Region (68,309 applications) came mainly from both benefit periods – 2016/2017 and 2017/2018 (but the oldest ones even concerned the years 2004-2006) – which constituted 25% of all unrealized applications in the whole country. The team of 65 employees carrying out the task, taken over by the Malopolska Provincial Office, had the low length of service, the majority of people employed to put the documentation in order, did not conduct any or conducted only limited proceedings, the knowledge of regulations in the team was very limited and the morale of the team was very low. An additional difficulty related to employees is the fact that they work in three teams in Krakow, Tarnow and Nowy S_cz. Until the Malopolska Voivode took over the task, they performed different tasks in each location and in a different way, subject to limited coordination. The taken over documentation with numerous deficiencies indicated a hurry in making order before it was transferred to the voivode and an inefficient documentation management system leading to chaos and disorganization of work – as a consequence, this mess resulted in proceedings being conducted on the basis of incomplete case files. Already at the end of 2017, it was clear at the stage of obtaining information on how the task was being carried out in preparation for its takeover that it needed to be organized in a completely different way. This opinion was confirmed in the first days of January 2018 in the process of obtaining more and more information from employees.

The biggest improvements are creating an integrated team, introducing  new training standards, improving communication methods and implementation of a transparent motivational system.

It is a success to base the way the task is carried out on modern methods of document management. Developing the functionality of automatic decision generation on the basis of a properly powered SD system - so far decisions have been prepared on the basis of models functioning in personal resources of employees, manually rewritten data, the employee had no interest in conscientiously filling in data in SD system, now decisions are generated automatically with the use of data previously entered into SD system - this is an award for the employee, the system should be designed in such a way that apart from meeting the statistical and management needs of the ministry, it should also help the employee who completes the data.

 Eventually: the system should use the data entered by the client at the application stage and through a cascade of questions with answers to choose from, gradually make the situation of a given client more specific, which in effect should lead - using an appropriate algorithm- to the generation of a decision model selected from among many different templates, and the role of the coordination unit should be only to confirm the state of affairs provided by the client.

Other voivodeship offices that perform the task of coordinating Family Allowance and Benefit for bringing up children still use paper documentation circulation. Due to the scale of the backlog in the task, the Malopolska Voivodeship Office was looking for any innovations that could help to deal with the backlog faster, hence the decision to switch to electronic settling of matters and electronic documentation management. The usage of electronic document management system is worth recommendation to other voivodeship offices carrying out the same task.

Individual processes such as communication, employee training, task standardization, motivational system can be copied and applied in each task consisting in the repetitive execution of activities on a large number of applications

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