Hosted/Facilitated by: Miranda Kennedy, NDI Technical Assistance Team Presented by:

1. Ticket to Work Boot Camp: EN Billing Options & Workforce e-Processes Hosted/Facilitated by: Miranda Kennedy, NDI Technical Assistance Team Presented by: Karen Davidson, Senior Account Manager & Mary Lynn ReVoir, Senior Account Managers with the Technical Assistance and Support Center (TASC) FEDERAL SERVICES

2. 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 Administration’s 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. 2

3. Learning Objective Upon completion of this training, DEI grantees will: • Understand current EN billing options, and procedures • Understand the new Workforce e-Processes, and how they can streamline EN billing and assist in Outreach to Ticket holders

4. Agenda • Introduction of Billing Options for all ENs • Including review of the Look Back policy, and how this can impact Phase 1 Milestone payments • Overview of the Workforce e-Processes for Workforce ENs • Q&A

5. Introduction of Billing Options for all Employment Networks (ENs)

6. Payment Methods • Outcome-only • EN provides the services needed • Beneficiary must reach a consistent earnings level and stop receiving benefits • EN can receive Outcome payments • Milestone/Outcome • EN provides the services needed • Beneficiary reaches certain earnings levels but also receives benefits • EN can receive Milestone payments while beneficiary receives benefits • EN can receive Outcome payments when benefits cease

7. SGA and Trial Work Level • Substantial Gainful Activity (SGA) • Substantial • Gainful • $1,010/month and $1,690 if blind in 2012 • Trial Work Level (TWL) • Incentive for beneficiaries to work and continue to receive benefits • $720/month in 2012

8. Milestone/Outcome Payment Method • Payments can occur while beneficiary continues to receive benefits • Payment types • Phase I Milestone • Phase II Milestone • Outcome

9. Phase I Milestones

10. Phase II Milestones • Ticket Holder reaches SGA but still receives benefits • Based on single calendar months

11. Outcome Payments • Zero cash benefit status

12. Milestone/Outcome Payments

13. Outcome-Only vs. Milestone/Outcome • Milestone Payments • None with Outcome-only • Available with Milestone/Outcome • Total Payments Available

14. Review of the Look Back policy, and how this can impact Phase 1 Milestone payments

15. 18 Month Lookback Rules • Ticket Holder achieved TWL in the month prior to Ticket assignment, Milestone 1 unavailable • Ticket Holder achieved TWL in 3 of the 6 months prior to Ticket assignment, Milestone 2 unavailable • Ticket Holder achieved TWL in 6 of the 12 months prior to Ticket assignment, Milestone 3 payment unavailable • Ticket Holder achieved TWL in 9 of the 18 months prior to Ticket assignment, Milestone 4 unavailable

16. 18 Month Lookback Tool Enter the Ticket Assignment Date Available Milestone payments are shown Enter an X for every month TWL or above was earned Available Milestone payments are shown

17. 18 Month Lookback Tool • Ticket assignment date: July 2011 • Above TWL: April, May, and June 2011

18. Exclusions • Vocational rehabilitation (VR) agencies may use Cost Reimbursement (CR) method to provide services • For CR cases closed successfully, EN cannot collect Phase 1 Milestone payments • EN can provide continuing services and collect Outcome payments • 18 Month Lookback not needed with exclusion cases

19. When to Request a Payment • Phase I Milestones • Milestone 1: 1 month @ Trial Work Level (TWL) • Milestone 2: 3 out of 6 months @ TWL • Milestone 3: 6 out of 12 months @ TWL • Milestone 4: 9 out of 18 months @ TWL • Phase II Milestones • Substantial Gainful Activity • Outcomes • Substantial Gainful Activity

20. Payment Request Types

21. Evidentiary Request • Primary evidence • Pay stubs • Earnings statements prepared and signed by employer • The Work Number • Must include: • Beginning and ending dates of the pay period • Pay date • Gross earnings for the claimed month • Year-to-date gross earnings • Withholdings

22. Certification Request Payment Option • Secondary earnings information • Recent dated contact • Type of contact • Date of contact • Description of the information you learned regarding the beneficiary’s earnings level • Earnings Inquiry Request Response or Earnings Alert • National Directory of New Hires data • Self Employment Income Form • Signed repayment agreement

23. Payment Request Form

24. Employment Network Information Provide EN information XYZ Employment Network 12-3456789  Update bank information on www.ccr.gov Indicate bank account status

25. Ticket Holder Information Provide Ticket Holder information John Ticketholder 111-11-1111 Big Box Retailer 500 Center St., Springfield, KY  Indicate payment method

26. Phase 1 – Milestone 1 Earnings Information Indicate earnings if requesting Phase I Milestone 1 

27. Payment Request Details Indicate payment request type  March 2012 Provide claim month(s) and year(s)

28. EN Services Details List the services provided and the dates for Phase I Milestones 1 - 3 Submitted copy of beneficiary’s resume to ABC. Scheduled 11/1/11 – 12/4/11 interview on 11/15. Beneficiary began working as an assistant. on 12/2. Trained beneficiary on Microsoft Office applications. 1/6/12 – 2/21/12 Provided beneficiary with monthly metro vouchers to travel to and 3/1/12 – 4/3/12 from classes at the local community college. Certain payment requests require a Certification of Services

29. Evidentiary Earnings Information  Indicate evidentiary documentation that is provided

30. Certification Payment Request Details Indicate type of certification  Phone call with payroll department. 4/1/2012 Beneficiary earned $820 between March 3, 2012 and March 30, 2012. Provide recent contact details if necessary

31. Repayment Agreement and Contact Information Sign and date the repayment agreement Jill Assigner 4/5/2012 Jill Assigner (555) 555-5678 (555) 555-4560 Jill.assigner@XYZ_EN.net Provide contact information

32. Submitting the Form • Fax: 703-893-4149

33. Processing the Form • Documents reviewed for completion, authenticity, and sufficiency • Payment transferred to EN bank account • Denials noted on EN Payment Status Report

34. EN Payment Status Report • If no payment or denial after 30 days, contact your EN Payments Help Desk

35. Resources for Success • Technical Assistance and Support Center (TASC) • Toll Free: 1-866-949-ENVR (3687) • FAX: 703-893-4149 • TDD: 1-866-833-2967 • www.yourtickettowork.com • Monthly calls • All EN Call • All VR Call

36. Questions?

37. Overview of the Workforce e-Processes for Workforce ENs

38. Workforce e-ProcessesMary Lynn ReVoir, Senior Account Manager Resource 24 / 7

39. Useful Terms and Acronyms PII Personally Identifiable Information SGA Substantial Gainful Activity SSDI Social Security Disability Insurance (Title II/ T2) SSI Supplemental Security Income (Title XVI/ T16) TPR Timely Progress Review TWL Trial Work Level TWP Trial Work Period AM Account Manager CDR Continuing Disability Review COS Certification of Services DUNS ID # assigned by Duns & Bradstreet EIR Earnings Inquiry Report eProcess Electronic processes IWP Individual Work Plan OSM Operating Support Manager

40. Electronically sending SSNs Send data using OSM data file template • As attachment - EN determines to password protect / encrypt • Through Secured File Transfer Process (SFTP) If your workforce agency cannot email SSNs and your agency is not able to exchange data electronically: • Tell us your situation. • We will work it out at state level.

41. Get started with eProcess • Complete eProcess enrollment form https://yourtickettowork.com/documents/10404/26708/Workforce_eProcessEnrollmentForm_02012012.pdf • Review each section of the form • Can be signed by anyone representing the EN • Fax completed form to 703.893.4149 • Provided training and tools

42. Data File Template

43. Data File Instructions • All data sent on OSM data file template • All files will be sent to and received from workforce@maximus.com • Include the name of the workforce EN and DUNS# in the subject line of email. • If the workforce EN chooses to password protect, the password must sent in a separate email to workforce@maximus.com • SSNs need to be nine digits with dashes. Any records received that are not nine digits or fail to insert dashes can not be processed.

44. More Instructions • The file is a Microsoft Excel and saved as .csv extension file. Viewing a .csv extension file expand the columns as you work. You may not see it as “0” (zero), even though you enter "0". • Some versions of Excel will max out around 60,000 records; for large lists, use two or more files. • Only send one list per file do not add data using tabs. 

45. How to create csv (comma delimited) file • Create your file in Microsoft Excel. • Saving your file: go to the “save type as” and pull down the menu of options to save • Save as “comma delimited” file

46. csv (comma delimited) file

47. Snapshot of eData Share 1. EN collects SSNs of customers 5. EN establishes a plan to assign the Tickets 2. Using the OSM template, the EN submits data file to OSM 4. OSM returns data file to EN 3. OSM runs the data file identifying which SSNs are Beneficiaries and status of Ticket coded

48. eData Share File example Columns A (optional) & B & F

49. eData Share File Results example

50. Naming the Date Share File