Workforce EN Billing

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Workforce EN Billing
Hosted/Facilitated by Miranda Kennedy, NDI
Technical Assistance Team Presented by Mary Lynn
ReVoir and Kevin Nickerson, NDI Technical
Assistance Team and Aaron Aybar, Maximus
Operations Support Manager
U.S. Department of Labor
2013 Ticket/EN Series
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Questions/Comments
If you have a comment or question we encourage
you to submit it to the host in writing via the
Chat or QA Box to the right. Your question will
either be addressed during the training,
responded to in the Chat or QA Box, or followed
up on after the training.
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Disability Employment Initiative (DEI)
According to the SGA, DEI Projects at the state
level and/or local level participating LWIBs are
required to become Employment Networks (ENs)
under Social Security Administrations (SSAs)
Ticket to Work Program. Training and Technical
Assistance to DEI Projects in attaining
Employment Network status and implementing
effective EN operations is provided under U.S.
DOLETA contract with NDI Consulting, Inc. and the
National Disability Institute (NDI). Evaluation
of the impact of the DEI Projects implementation
and outcomes as Employment Network will be
provided under U.S. DOL ODEP contract with Social
Dynamics.
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Learning Objectives

• Upon completion of this training, DEI grantees
  will have the following
• Knowledge of the Ticket payment structure
• Basic understanding of the ePay process
• Information about Employment Network (EN) payment
  reports and how to interpret the reports
• Tips related to EN payments

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Subject Matter Expert ReVoir

• Mary Lynn ReVoir
• DEI TA Liaison
• P [phone]
• E mlrevoir_at_ndi-inc.org

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Agenda

• Introduction of Ticket Payment Structure
• Options available to Workforce ENs to process EN
  Payment requests
• Description of ePay
• ePay Testimonial
• Summary
• Next Steps
• QA

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Introduction of Ticket Payment Structure
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Snapshot of Ticket to Work

• Beneficiary selects an Employment Network
• Beneficiary and EN has an Individual Work Plan
  (IWP) or Individual Employment Plan (IEP)
• Beneficiary obtains employment as a result of the
  employment services provided by the EN
• Beneficiary's monthly wages qualify for the
  Ticket Payment
• The EN receives EN Payment for employment
  services

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Subject Matter Expert Guest
Aaron Aybar EN Payments Help Desk /
Document Operations Support Manager E
AaronAybar_at_maximus.com
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Options Available to Workforce ENs to process
EN Payment requests
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Ticket Payment Structure
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Factors that Impact EN Payments

1. 18 month Work History
2. Successful VR case closure
3. Previous Ticket assignment to another EN

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How does an EN get paid?

• Once MAXIMUS determines claims meet all criteria
  and processes claims for payment, Social Security
  transmits a payment file to the U.S. Treasury
• U.S. Treasury release payment as an electronic
  deposit to the EN bank account recorded in
  www.sam.gov
• EN receives written payment notice from SSA via
  mail

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Tools Available

• Quarterly Beneficiary Earnings Report (QBER)
• EN Payment Status Report

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How to Interpret a Payment Status Report (PSR)?

• Review components
• How to obtain PSR

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Certification of Services (COS)

• The EN required to documentation of services at
  specified points, at a minimum quarterly.
• Not required to submit COS form to receive
  payment if
• Can certify services were provided by noting on a
  securely filed document (SSAs COS form is not
  required to be used) or electronically on your
  management information system
• Subject to SSA audit for review of files

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Workforce EN Payment Options

• 1) Manual Payment Request
• 2) ePay

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Manual Payment Request

• What do you need?
• Evidentiary (paycheck stubs)
• Certification
• Payment Request Form
• How do you submit?
• Use the portal

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Overpayments

• Dont be alarmed if this occurs
• Always a risk of overpayment even with manual
  payment submission
• The EN is notified by SSA
• The EN is given options to rectify

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Subject Matter Expert ReVoir

• Mary Lynn ReVoir
• DEI TA Liaison
• P [phone]
• E mlrevoir_at_ndi-inc.org

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Description of ePay
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ePay

• Social Security Administration recognizes
  partnership with the Department of Labor
  Americas Job Centers
• ePay is unique to Workforce EN due to the federal
  partnership
• Streamlines the workforce EN payment process
  dramatically reducing the paperwork ePay
• All Workforce EN recommended to enroll in ePay

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How to enroll in ePay

• Complete eProcess enrollment form
• eProcess enrollment form can be signed by anyone
  representing the EN
• Submit form through secured provider portal or
  fax completed form to 703.893.4149
• Seek training from OSM
• If EN operating under Workforce Payment
  Agreement, the EN will be using ePay

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Snapshot of ePay Process
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How does ePay work?

• Once an individuals Ticket is assigned no
  payment request / earnings documentation needs to
  be submitted by the EN
• OSM will search wage records of all SSNs Tickets
  assigned to workforce EN enrolled in ePay and
  check if earnings 3 x TWL or SGA threshold
  (determined annually by SSA) for prior 8 quarters
  of a specified calendar quarter
• All payments are made immediately

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The calendar of ePay

• The screening of qualifying earnings conducted by
  OSM quarterly on the 2/15, 5/15, 8/15, 11/15
• The screening is sent to SSA payments for review
  and verification for some cases
• SSA sends to U.S. Treasury for release of payment
• Why lag time of payments? It is all about timing!
• 6-12 mos. after earnings claim month
• Schedule of earnings reports are quarterly

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Example of ePay timing
Beneficiary earns 1300 in month of October,
2011 These earnings show up in the quarterly
record of Oct-Dec 2011, which is submitted after
the end of the quarter (employers granted up to
30 days to submit the wage record) January,
2012 Next scheduled ePay screening is ran
February 15, 2012 Payments team is sent results
of screening may need verification. March 15,
2012 U.S Treasury informed to release payment to
your bank account
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The pay off of ePay

• No collection paycheck stubs
• No submission of request forms
• Not necessary to track what you are requesting
• Common for business operation to have upfront
  initial wait period of revenues
• Once waited, then payments steady schedule
• Pleasant surprises, which manually you may not be
  aware
• If enrolled in ePay you do not fax a
  Certification of Services (COS) form but you are
  required to have COS documentation on file.

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Other Tips regarding Payments

• IPP notification of payments from U.S. Treasury
• Payment invoices with itemized payment
  information to help you track your EN activity
• Free service when vendor of participating federal
  agency, such as Social Security Administration
• Receive email alerts when deposit is made
• Sign up for this real time" service visit
  https//www.ipp.gov/
• It is advised ENs should have a mechanism
  tracking payment activity.
• Two available tools available at no cost
• One designed regional EN and one for state EN
• Contact TA Liaison

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Ticket/EN Subject Matter Expert
Kevin Nickerson E knickerson_at_ndi-inc.org P
[phone] Ext. 136
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ePay Testimonial
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EN Testimony Using ePay

• Weighing the benefits of ePay your time
• Working within the payment schedule

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Summary, Next Steps and QA
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Summary

• In todays presentation we covered the following
• Knowledge of the Ticket payment structure
• Basic understanding of the ePay process
• Information about EN payment reports and how to
  interpret the reports
• Tips related to EN payments

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Next Steps
Stay tuned to the DEI listserv and register for
the upcoming June training in our continuing
Ticket/EN Series Workforce EN Marketing and
Outreach
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Questions/Comments
If you have a comment or question you can A
Submit it to the host in writing via the Chat or
QA Box to the right, or B Click on the raise
hand icon to have your line un-muted and ask
your question/make your comment.
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Contact Information
Mary Lynn ReVoir NDI Technical Assistance
Team P [phone] E mlrevoir_at_ndi-inc.org