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									                 Ticket 101
     One Stops as Employment Networks


            Elizabeth Jennings
            Training & TA Specialist
           National Disability Institute

              Emily Malsch
      Team Lead & One Stop Specialist
          CESSI, SSA Ticket to Work
Program Manager for Recruitment and Outreach
           703-448-6155 ext. 203
                      Teleconference Overview

The objectives of today’s training are to:
• Learn the basics of the Ticket to Work program for
  beneficiaries and Employment Networks (ENs)
• Learn how your One Stop can earn non-restrictive
  revenue for services you already provide to your
• Learn about the new Partnership Plus service delivery
  model and how this impacts the partnership between the
  State VR agency and the One Stop
• Learn the value of the Ticket program for your One Stop
  and how your One Stop can become an EN
            What is the Ticket to Work Program?

• A voluntary employment support program
• Offers beneficiaries with disabilities receiving Social
  Security Disability Insurance (SSDI) and Supplemental
  Security Income (SSI) increased choices in obtaining
  services & supports to engage in work & achieve their
  employment goals
• Pays participating Employment Networks for Milestones
  and Outcomes beneficiaries achieve in moving towards
  self-supporting employment
• Ultimate goal: Reduce reliance on Social Security
  disability benefits, increase self-sufficiency, and improve
  the quality of life for beneficiaries
                  About Employment Networks

• Employment Networks (ENs) are private (for profit &
  non-profit) organizations, government agencies,
  employers and other service providers that offer
  education, job training and employment services
• Federal agencies are not eligible
• A single entity, a partnership, or a coalition of providers
  functioning as a single EN
• Beneficiary and EN agree on services/supports to be
  provided and develop an Individual Work Plan (IWP)
• SSA pays the EN based upon the beneficiary attaining
  specific milestones and outcomes related to self-
  supporting employment
                              ENs Can Provide…

• Services and supports to assist the beneficiary in
  entering the workforce and progressing towards self-
   – Counseling and guidance
   – Education and training
   – Job placement
   – Job coaching
   – Work adjustment counseling
   – Job retention and ongoing support services
   – Other supports and services as spelled out in the IWP
                   Entities Automatically Qualified
                                         to Be ENs

Good News for One Stop Career Centers!

  One-Stop Career Centers, its Operators and
Workforce Investment Boards, are automatically
              qualified to be ENs
                                    How the Ticket Works

    EN & Ticket
   Holder Connect

 EN & Ticket Holder
Negotiate a Plan (IWP)

   Ticket Holder
   Assigns Ticket
                                      EN Submits
                                                       EN Provides
                    Ticket Holder      Payment
                                                        Services &
                    Goes to Work      Request to
                                                       Supports to
                    & EN Collects     Maximus &
                     Evidence of       Gets Paid
                                                      Negotiated IWP
                      Earnings        (30 days +/-)
              Choice: An Underlying Principle of
                    the Ticket to Work Program
• Beneficiaries can choose when or whether to use their
• Beneficiaries choose where to assign their Tickets (EN,
  VR, Employer)
• VR agencies can choose between serving a beneficiary
  under the traditional Cost Reimbursement System or as
  an EN
                     Key Features of Interest
                            to Beneficiaries
• The Ticket Program is voluntary and free to
  the beneficiary
• Includes all disability beneficiaries ages 18
  through 64
• Using a Ticket and making timely progress
  towards a beneficiary’s employment goals can
  postpone regularly scheduled medical
  Continuing Disability Reviews (CDRs)
• If the beneficiary stops working, there is an
  expedited reinstatement to benefits
                                  A New Approach to
                                     Service Delivery

• Payments based on Milestones and Outcomes
  occurring after job placement rather than reimbursing
  providers for services

• Congress instructed SSA to use its regulatory
  authority to make changes based on lessons learned
  during early implementation
                    The NEW Ticket Features

• Tickets to all adults beneficiaries with disabilities,
  ages 18 through 64
• Better aligns all programs
   – Ticket to Work
   – Work Incentives Planning & Assistance (WIPAs)
   – Protection & Advocacy for Beneficiaries of Social
     Security (PASS)
   – Other Work Support Initiatives
• Timely progress reviews
• Features for ENs
• Outcomes payment system
            Improvements to Outcome-Milestone
                              Payment System

  Provides EN payments when a beneficiary attains
  certain Milestones and Outcomes in moving
  towards self-supporting employment

• ENs earn milestones earlier, more often, and at a higher
  >   Phase 1 Milestone payments associated with initial efforts at
      self-support employment
  >   Some Milestone payments based on part-time work
  >   Milestone payments based on GROSS earnings encourage
      use of work incentives
      -- Phase 1 - Trial Work level earnings
      -- Phase 2 – SGA level earnings
              New Phase 1Milestone Payments
                                   2009 Rates
       Type         Ticket Holder Gross EN Payment       EN Payment
                         Earnings        for SSDI          for SSI
Phase 1
Milestone 1         $350/mo for 1 month         $1,211     $1,211

Milestone 2         $700/mo for 3 months        $1,211     $1,211

Milestone 3         $700/mo for 6 months        $1,211     $1,211

Milestone 4         $700/mo for 9 months        $1,211     $1,211

Total Potential                                 $4,844     $4,844
Phase I Milestone
          New Phase 2 Milestone Payments
                         2009 Rates

      Type        Ticket Holder           EN         EN
                    Earnings          Payment for Payment for
                                         SSDI        SSI
Phase 2            Gross > SGA
                  ($980/non-blind;    $363/mo.  (up    $207/mo.
                  $1,640 for blind)    to 11 mos.)    (up to 18 mos.)

Total Phase 2
                                        $3,993           $3,726

Total Potential
Ticket Payments                         $8,837           $8,570
Phases 1 and 2
                         Outcome Payments Under Outcome-
                                 Milestone Payment System
                                  2009 Rates

         Type              Ticket Holder        EN Payment        EN Payment
                             Earnings            for SSDI           for SSI
Outcome Phase                Net > SGA          $363/mo. for 36     $207/mo.
                            ($980/non-blind;       months         for 60 months
                         $1,640 /blind) AND 0
                            cash benefit

Total Outcome Phase
                                                   $13,068          $12,420

Total Potential Ticket
                                                   $21,905          $20,990
                                     Recent Work Rule

• Work at or above applicable Trial Work level earnings
  ($700 in 2009) within 18 months “prior to Ticket
  assignment” can impact EN’s access to Phase 1

• Does not apply to Tickets assigned prior to July 21, 2008

• MAXIMUS has created a tool to explore a beneficiary
  recent work history
  > Check out the 18-Month Prior Earnings Tool at
                                       Prior Work Rule
                         2009 Rates
       Type   Ticket Holder Gross EN Payment   EN Payment
                   Earnings        for SSDI      for SSI
                  NOT CUMULATIVE

Milestone 1   $700/mo (TWP level)       $0         $0
              in the month prior to
              Ticket assignment
Milestone 2   $700/mo for 3 months      $0         $0
              within 6 months prior
              to Ticket assignment
Milestone 3   $700/mo for 6 months      $0         $0
              within 12 months prior
              to Ticket assignment
Milestone 4   $700/mo for 9 months      $0         $0
              within 18 months prior
              to Ticket assignment
               Milestone Reconciliation Payment

      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
                       Requesting EN Payments

        Simplified EN Payment Process
• Three options for requesting payment
  > Evidentiary Payment Request (EPR)
      -- Requires primary evidence of earnings
  > Certification Payment Request (CPR)
      -- Uses secondary evidence of earnings
  > Auto Pay
      -- SSA gathers evidence of earnings starting at
      Outcome payment #13
      (less work for EN, takes longer to get paid)
                        Additional Improvements of
                                     Interest to ENs

• SSA will not seek an adjustment if a retroactive
  determination or decision about a beneficiary’s right to
  benefits causes an overpayment to the EN

• ENs must also report to MAXIMUS when they want a
  Ticket taken out of assignment

• Payments to beneficiaries are allowed (currently
  treated as unearned income)
             Partnership Plus: A New Model

• Beneficiary can assign Ticket to an EN after VR case

  >   Phase 1 Milestones not available to EN if VR closed
      case with beneficiary employed

      -- VR provided services leading to initial
      efforts at self-supporting employment

      -- SSA pays EN for Milestones & Outcomes
      achieved after Ticket assignment
                                  New Opportunities for EN-VR
• VR Cost Reimbursement payments and EN Milestone
  and Outcome payments both possible for same
   – SSA will pay for sequential, but not concurrent, services

• When VR chooses to serve a beneficiary under Cost
  Reimbursement, beneficiary’s Ticket is
       -- Not assigned to VR, and
       -- Cannot be assigned to another EN while VR case is open

• New “in-use SVR” status extends Continuing Disability Review (CDR)
      protection to beneficiary while receiving VR services under Cost
                                          VR As an EN

  VR can still choose to serve a beneficiary under its
  elected EN payment system

• Ticket is assigned to VR
• VR must operate under same rules as any other EN
• If Ticket is reassigned at case closure, VR and EN
  could share EN payments based on how services
  provided by each contributed to Milestones &
  Outcomes earned
• Additional funding available under Partnership Plus is
  not available
                            One Stops and Ticket

Why should One Stops become an EN?

 Reinforces a WIA principle, to create a
  comprehensive, customer-focused workforce
  investment system

 Many individuals with disabilities are already
  receiving services at local One Stops, and a
  percentage of these individuals are receiving
  Social Security benefits
                             One Stops and Ticket

• Individual Training Accounts are a unique draw to the
  One Stop for Ticket beneficiaries

• Youth services may be another unique niche the One
  Stop can fill as an Employment Network

• The use of full wage subsidy in youth programs
  translates to earnings for Ticket holders, which can
  qualify your One Stop for payments via Milestones and
  Outcomes achieved
                              One Stops and Ticket

• Workforce staff already have the necessary
  expertise to implement ITA’s, and provide Job
  Development services to ALL customers

• Ticket holders that work with your EN may
  require the same amount of time any other
  customer would receive through the course of
  receiving core and intensive services

• Ticket holders will require follow up services,
  but in most cases, once the placement is
  stable, this does not require extensive staff
                            The Bottom Line…

Many One Stops are already placing customers
 with disabilities in jobs that would qualify them
    for payments through the Ticket to Work

Why lose out on payments for work you’re
              already doing?
             Potential Revenue for an EN

These are flexible funds that can be used for
 many purposes- DOL does not consider EN
  payments program funding, will not effect
           current funding streams!
                         See for Yourself!

Look at the people you served last year
and use SSA’s EN Revenue Estimator to
determine potential revenue from the
Ticket to Work Program.

            Becoming an
         Employment Network

                      EN Request For Proposal

EN Request for Proposal (RFP)
  • For a copy of the RFP:
  • Submit completed RFP electronically,
    ENContracts@ssa.gov, or by fax 410-597-0429
  • Questions about the RFP, contact CESSI at:
  • After approval, CESSI will connect EN to a
    MAXIMUS Regional Account Representative
                                                         RFP Details

 Forms and Other Requirements
  •Employer Identification Number (EIN)
  •Data Universal Numbering System (DUNS): www.dnb.com
  •Central Contractor Registration: DUNS number must be
  registered on the Central Contractor Registration database-
  •Direct Deposit: Complete ACH Vendor/Misc. Payment Enrollment
    form, requires bank official signature
  •General or Professional Liability Insurance: Minimum of
    $500K/occurrence: not required to submit proof of policy
  •Qualifications – One Stop Centers prequalified under the Ticket
  regulations therefore exempt from submitting proof of qualifications.
                                                           RFP Package

 A complete RFP package for One Stops includes:

  • Part III, Section 5 H- EN Security & Suitability Forms

  • Part IV- EN Proposal Documentation Requirements
     •   Section 1, SF 1449
     •   Section 2, EN Information Sheet
     •   Section 3, Addendum for additional locations, if applicable
     •   Section 4, SF 3881, ACH Payment Enrollment Form
     •   Section 5, Offeror Reps & Certs
                                     Completing the EN RFP

• Contact CESSI, Ticket to Work Program Manager for Recruitment
  and Outreach, for assistance in completing the RFP at 1-877-743-
  8237 or visit http://www.cessi.net/ttw

• Participate in an application process walk-through conference call
  (to register, e-mail application@cessi.net)
    –   documentation requirements
    –   review forms
    –   Q& A

• Receive one-on-one assistance from an Account Managers
    – Emily Malsch, One Stop Specialist, 703-448-6155 ext. 203;
                Where Do I Find Good Candidates
                                for My Services?

• Look to those you are
  already working with
• Beneficiary Referral CD
• Internal Marketing
• Attend local Work
  Incentive Seminars
   – 15-20 motivated
   – Local ENs invited
                                                         Learn More!

Check out the CESSI Ticket to Work Webinars,
•   Service Providers as ENs
•   Turning Diversity Into Dollars: The Business Case for Hiring An Untapped
    Pool of Talented Employees
• The EN Payment Process
• And more!
Visit: http://www.cessi.net/ttw/resources.html

MAXIMUS, Ticket to Work Operations Support Manager
    – 1-866-949-ENVR (3687)
    – Website: www.yourtickettowork.com
    – Ticket Training available
        • Ticket Training Tuesdays - FREE CD
        • Online, self-paced Training
    – Enhanced online directory listing
    – Beneficiary List
               And Even More Resources!

National Disability Institute provides one on one
     technical assistance as you consider this
      opportunity in your State and/or Region

                 Elizabeth Jennings
            Training and TA Specialist
            National Disability Institute
                           CESSI Support

               Emily Malsch
       Team Lead, EN Recruitment
           One Stop Specialist
CESSI, Ticket to Work Program Manager for
          Recruitment & Outreach
          703-448-6155 ext. 203
                                Why Is the New TTW
                                     Better for ENs?

• Social Security is making it easier for ENs to participate

• NEW Ticket to Work is more profitable for ENs
  New Phase 1 and Phase 2 Milestone payments
  available while beneficiary is still receiving cash benefits

• TTW is an additional revenue source

• EN payments are yours to use as you choose
            Why Is It Better for Beneficiaries?

• More ENs participating means more choices for

• New opportunities for EN-VR partnerships means a
  better mix of services for beneficiaries and better
  coordination of services

• Service provider and beneficiary have more control of
  employment services and their flexible design
                           And Finally…

More beneficiaries receiving Tickets
means more opportunities for ENs and
 VR agencies to match services and
  supports with beneficiary needs
                Begin Now the Process Now!

Become an EN!

Start Taking Tickets!

Start Getting Paid!!
                                                  THANK YOU!

• National Disability Institute provides one on
  one technical assistance as you consider this
  opportunity in your State and/or Region.

     Elizabeth Jennings, National Disability Institute,
     ejennings@ndi-inc.org or 561-351-9140

• CESSI provides assistance in completing the
  EN application.

     Emily Malsch, CESSI, emalsch@cessi.net
     or 1-877-743-8237 or 703-448-6155

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