Disability Employment Initiative (DEI)

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Disability Employment Initiative (DEI)

• TICKET 301
• Employment Network Operations, Part V
• Billing Tracking, Additional EN Resources

Hosted by DJ Diamond, NDI Technical Assistance
Team Member Presented by Kevin Nickerson, NDI
Technical Assistance Team Member Emily Malsch,
Ticket to Work, Workforce Specialist / EN TASC
Account Manager
2011 Training Series
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Disability Employment Initiative (DEI)

• DEI Projects at the state level and/or local
  level participating LWIBs are required to become
  Employment Networks under Social Security
  Administrations 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
  Networks will be provided under U.S. DOL ODEP
  contract with Social Dynamics.

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Ticket 301, Part V
Learning Objectives

• Upon completion of this webinar, DEI Project
  staff will
• Understand current EN billing options, and
  procedures
• Have a better understanding of how to manage
  Ticket holder demographics, and EN payments
• Know who your Maximus Technical Assistance and
  Support Center (TASC) Account Manager is, and the
  kinds of supports they provide ENs
• Understand the next steps NDI will take to
  provide ongoing Ticket/EN Technical Assistance to
  DEI projects

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Ticket 301, Part V Agenda

• EN Billing Options
• EN Revenue Use
• Payments at a glance
• Billing Options
• Payment Request Form overview
• Future billing options for Workforce
• EN Ticket holder tracking
• The Challenge / Tompkins Workforce New York EN
  Tracking Tool
• How to utilize the tracking tool
• Additional reporting responsibilities
• Introduction to Maximus Supports
• Introducing the Technical Assistance and Support
  Center (TASC)
• What your TASC Account Manager can do for you
• How to reach your TASC Account Manager
• Next Steps

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Partnership Plus
EN Billing Options
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Ticket Funding Other funding sources

• Revenue produced through your EN is flexible
  funding, and can be used as your EN chooses
• Training and Employment Notice (TEN) No. 20-07
  clarifies that Ticket funding is an additional
  revenue source for One-Stop delivery systems and
  is not considered program income and WILL NOT
  replace existing funding sources (i.e. funding is
  in addition to current funding sources, to be
  used how you see fit)
• For information about TEN No. 20-07
  http//wdr.doleta.gov/directives/corr_doc.cfm?docn
  2563

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Overview of Billing Options for ENs
Note This Maximus document is located at
http//www.yourtickettowork.com/training_2
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Evidentiary Payment Request

• For this method of billing, you are required to
  submit evidence of earnings, this can include
• Pay Slips
• Employer prepared and signed employee earnings
  statement
• Records from Third Party Source containing
  monthly wage information, such as The Work Number
  
• For more information about The Work Number
  http//www.theworknumber.com/
• This method of payment is the least likely to
  cause an Overpayment to an EN

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Certification Payment Request

• For this method of billing, use the following
  guidelines
• Certification payment requests can be made
  without direct wage verification
• Must have had recent dated contact with Ticket
  holder or employer
• May use Earnings Inquiry Request from MAXIMUS
  (this may be phased out this year)
• Self-Employment Income (SEI) Form
• Contact may be in-person, by phone or email
• EN must sign a repayment agreement if using this
  billing method

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Earnings Inquiry Tool

• Request earnings information for Ticket-holders
  assigned to your organization
• MAXIMUS will review quarterly wage earnings
  records available to Social Security and respond
  in writing indicating whether the requested
  Ticket-holder has reported earnings at or above
  three times Substantial Gainful Activity (SGA)
  for each calendar quarter available
• Wage earnings at this level in a quarter may mean
  that the beneficiary earned over SGA for each of
  the three months within the quarter
• NOTE The information does not guarantee that you
  are eligible for EN payment. Several other
  variables apply when granting EN payment
• See http//www.yourtickettowork.com/earningsinqu
  iry
• Additional Note
• The Earnings Inquiry Tool will be phased out by
  August, 2011.

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Review of Current EN Payment Request Form
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Discussion Opportunity
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Universal Auto-PayComing Soon for all ENs

• Universal Auto-Pay will take the place of
  Auto-Pay I and II and will do away with the need
  for ENs to request an Earnings Inquiry Request
  (EIR)
• Under Universal Auto-Pay, SSA will pay
• Outcome Payments 1-12 the first week of the
  fourth month following the claim month (e.g., SSA
  will pay the April 2011 claim month the first
  week of August 2011).
• The First Outcome payment is not required to be
  evidentiary, however, SSA will process pay ONLY
  when they see 3 X SGA earnings and that the
  beneficiary is in non-pay status due to work or
  earnings.
• Outcome Payments 13 and on, the first week of the
  month following the claim month (e.g., SSA will
  pay the July 2011 claim month the first week of
  August 2011)

Note Information taken from notes provided by
Maximus from All EN Conference call held May 5,
2011
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Universal Auto-PayComing Soon for all ENs (cont.)

• Also under Universal Auto-Pay, ENs will
  automatically receive a quarterly listing of all
  their clients indicating whether the
  Ticket-holder has reported earnings at or above
  three times Trial Work Level (TWL) for each
  calendar quarter available
• For ENs that choose Universal Auto-Pay, the
  Earnings Inquiry Request is not necessary, since
  quarterly earnings of all Ticket holders above
  three times TWL will be provided

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Review of Universal Auto-Pay request form
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Full Auto-Pay One-Stop Pilot

• The next generation of the Auto-Pay option
• Will provide Auto-Payment for cases from
  Milestone 1, and ongoing
• Will have a longer lag in payments, but reduced
  administrative burden for billing requests
• Currently in evaluation stages
• Offered to Four Pilot One-Stop / EN sites
• New York (Tompkins)
• Iowa
• Texas
• Florida

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EN Services Certification Statement

• In addition to your billing request, a Services
  Certification Statement is required for the
  following billing requests
• Phase 1, Milestone 4
• Phase 2, Milestone 11
• Outcome 11
• Outcome 22
• This form is required to detail the
  supports/services you provided per your IWP, and
  the dates you provided them
• By signing this statement, you are agreeing that
  you have provided at least 50 of the agreed upon
  services to your Ticket holder
• NOTE This requirement will likely be waived for
  Workforce ENs when Full Auto-Pay becomes available

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Milestone Reconciliation Payment

• When Beneficiary moves quickly into the Outcome
  Payment Period
• Includes all Milestones available at time of
  first Ticket assignment that remain unpaid due
  to the start of the Outcome payment period
• Reconciliation payment made when 12th Outcome
  payment is achieved

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Payment Process Resources

• The following link to the Maximus site will
  provide you with many payment resources and
  forms http//www.yourtickettowork.com/payment_opt
  ions

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EN Ticket holder tracking
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EN Tracking

• Tracking the following information, preferably in
  one place, will help you stay organized and
  efficient as an EN
• Ticket Holder Demographics
• Payment request and received dates
• Type of payment request (i.e. Milestone or
  Outcome)
• Method of payment request used
• Amount of payment
• Total amount of revenue generated by EN
• New tools to assist ENs in tracking Ticket holder
  data are currently in the works. The following EN
  Tracking Tool created by Challenge / Tompkins
  Workforce New York is being offered to assist you
  in the interim.

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Review of Challenge / Tompkins Workforce New York
EN Tracking Tool
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Additional Reporting
Reporting

• Annual Performance Outcome Report
• A customized report that your agency completes
  annually, that will capture any changes in
  contact information, service areas you cover,
  disability groups you wish to serve, and also
  addresses information such as
• Number of Ticket Holders currently assigned
• Number of full / part-time staff covering Ticket
  services, as well as total number of hours spent
  on program
• Partnerships you have established
• Job Placement Data (i.e. Numbers served, placed,
  awaiting placement, avg. time until placed,
  average wage, retention rate, etc.)
• Industries/Sectors Ticket Holders are placed in
• Timely Progress Reports
• A review of Ticket Holders progress based on
  established Timely Progress Review standards

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Discussion Opportunity
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Additional ResourcesMaximus, the Operations
Support Manager
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(No Transcript)
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EN Technical Assistance and Support Center (TASC)

• EN TASC was established to address technical
  assistance needs identified by ENs to deliver
  improved training, and to enhance internal
  procedures and increase Ticket assignments and
  payments
• EN TASC technical assistance and support will aid
  ENs in attaining new competencies and in meeting
  performance objectives
• Each SSA region has a designated team to provide
  technical assistance and training throughout the
  EN lifecycle
• Teams are lead by a Senior Account Manager to
  help troubleshoot specific issues and training
  needs
• EN TASC Call Center - 866-949-3687- ENs can
  reach an Account Manager anytime between 8AM and
  8PM EST

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How to reach TASC

• TASC Call Center
• EN can reach an Account Manager anytime between
  8AM and 8PM EST, Monday through Friday
• 866-949-3687

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EN TASC Account Managers

• Provides technical assistance with EN operations
• Ticket Eligibility/Assignment
• Individual Work Plan
• EN Payments
• Outreach/Marketing
• EN Customer Support
• Explain use of TTW forms
• Ticket Training Ticket Training Tuesdays
  Customized Training
• Modifications to EN information in directory
• Annual Performance and Outcome Report support

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Account Managers for DEI sites

• Alaska Darnell Clay
• DarnellClay_at_maximus.com 703.336.8037
• Arkansas Sheila Etherly
• SheilaCEtherly_at_maximus.com 703.336.8130
• Delaware Keitra Hill
• KeitraHill_at_maximus.com 703.336.8065
• Illinois Akila Early
• AkilaEarly_at_maximus.com 703.336.8012
• Kansas Adrian Catwell
• AdrianMCatwell_at_maximus.com 703.336.8010

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Account Managers for DEI sites, continued

• Maine Charles Powell
• CharlesPowell_at_maximus.com 703.336.8030
• New Jersey Adelle Barr
• AdelleBarr_at_maximus.com 703.336.8009
• New York LaNelle Barber
• LaNelleABarber_at_maximus.com 703.336.8071
• Virginia Becky Fay
• RebeccaLFay_at_maximus.com 703.336.8098

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Discussion Opportunity
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Next Steps NDI Team

• NDI team will continue to offer ongoing Technical
  Assistance to each of the DEI sites in the form
  of open discussion forums facilitated by subject
  matter expert(s).
• Open Discussion forums will be comprised of
  individuals involved in EN operations in each of
  the DEI pilot sites, and may be broken down
  further, in order to keep these discussion forums
  to approximately 12 participants
• Open Discussion forums will be used to evaluate
  current progress, assess Ticket holders,
  streamline EN business models and increase EN
  revenue
• Other Workforce ENs are welcome to join a
  discussion group. More information will be
  provided in July regarding these forums.

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• Thank you for attending the Ticket 301 Five Part
  Series!

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Contact Information

• Kevin Nickerson
• Program Associate
• NDI Technical Assistance Team
• knickerson_at_ndi-inc.org
• For Ticket to Work Technical Assistance needs,
• please email questions, or requests to schedule a
  call.
• Email requests will be reviewed through out the
  week