Benefits Analysis SFM 52012 by GEn96LVy


									                     E DU CA TIO N A ND W O RKF O R CE DE V E LO P M E NT C ABI N E T
                            O FFI CE O F V O C A TIO N AL RE HA BILI TAT IO N

Steve Beshear                                          275 East Main Street                             Joseph U. Meyer
Governor                                                  Mail Drop 2-EK                                       Secretary
                                                       Frankfort, KY 40621
                                                          (502) 564-4440
                                                                                                         Dr. David Beach
                                                Toll Free (800) 372-7172 (V/TTY)
                                                        Fax (502) 564-6745
                                                                                                        Executive Director

                                                                                   SERVICE FEE MEMORANDUM

           TO:            Office of Vocational Rehabilitation (OVR) Staff,
                          Branch Managers Counselors, and Assistants,
                          CDPVTC Director, Case Management Director, and Counselors
                          Office for the Blind (OFB) Staff
                          Gerry Gordon-Brown and Vanessa Denham, Client Assistance Program (CAP)

           FROM:          Charles Puckett, Central Office Administrator
                          Systems and Fiscal Management Branch

                          Teresa Barney, CRP Program Administrator
                          Supported Employment/CRP Branch

           DATE:          November 23, 2010
                          UPDATE: June 1, 2012

           RE:            Benefits Analysis

          The purpose of this Service Fee Memorandum (SFM) is to update the fees for a Benefits
          Analysis (BA) and outline the requirements that a vendor must meet in order to be reimbursed
          for analyzing the impact that employment will have on the benefits that consumer is receiving.

          Funding for the two Work Incentives Planning and Assistance (WIPA) programs at the Center
          for Accessible Living (CAL) and Independence Place will end on June 30, 2012 and will not be
          reauthorized for at least the reminder of this federal fiscal year. The Community Work
          Incentives Coordinators (CWICs) at both programs stopped taking referrals on April 30, 2012.
          After that date, OVR must pay for any services the CWIC provides to our consumers.

          A Benefits Analysis (BA) referral can be made at any point in the rehabilitation process but is
          best suited to SSI-D, SSI-B and/or SSDI recipients who are in the early stages of the
          development of an Individual Plan for Employment.                                                               An Equal Opportunity Employer M/F/D
                                                  OVR/OFB Service Fee Memorandum for Benefits Analysis

 To be qualified to provide the service, the vendor must have successfully completed the training
 provided by the Kentucky or Indiana Benefits Information Network (BIN) to be a BIN Liaison
 OR certified as a Community Work Incentives Coordinator (CWIC). The counselor may
 choose whether to send the consumer to a BIN or a CWIC. However, under the following
 circumstances the consumer will best be served by a CWIC rather than a BIN.

 A CWIC should be utilized when the consumer:
     Is an SSDI recipient with prior work experience SSA is not aware of
     Is a dual recipient (SSI-D & SSDI)
     Is receiving other state or federal benefits that may be affected by employment
     Is a recipient of Medicaid waiver services
     Wants to be self-employed

 Within sixty (60) days of receiving the referral for a BA, the BIN provider or CWIC must meet
 with the consumer and:

     1. Gather pertinent information and obtain a Benefits Planning Query (BPQY) and
        verification of other Federal and State benefits (e.g., Medicaid, Medicare, Food Stamps,
        attendant care or Medicaid waiver services).
     2. Prepare a benefits analysis that, at a minimum must include:
         The consumer’s name, contact and demographic information
         The consumer’s goals for employment and earnings
         An overview of the Social Security work incentives that apply to the consumer
         The impact of employment on Social Security benefits, health care, and other State
            and Federal benefits received by the consumer
         Strategic Plan for Work Incentives Management and Support
     3. Depending on the complexity of the situation, the Counselor may request the BIN
        Liaison or the CWIC meet or confer by telephone with the Counselor and the Consumer
        prior to the payment of the fee.

 Fee Structure:

Type of Benefits       Report
                                                     Provider Fee          Issues/Notes
1. Benefits            Benefits Summary &            CWIC       $600
Analysis -CWIC         Analysis
2. Benefits            Benefits Screening            BIN        $400       Must be reviewed by a CWIC
Analysis -BIN          Profile & Strategic Plan      Liaison               through the fee in #3 below
                       for Work Incentives                                 or through an existing
                       Management & Support                                contract with the Human
                                                                           Development Institute
3. Review of           Must sign off on reports      CWIC       $100       To be authorized when not
Benefits Analysis-     in #2                                               contracted through HDI
BIN in #2
4. Work Incentive                                    CWIC       $50/hour Used for services needed
Follow-up Support                                               (up to 10 beyond the Benefits
                                                                hours)    Analysis, see description
                                                                          below                                                                An Equal Opportunity Employer
                                           OVR/OFB Service Fee Memorandum for Benefits Analysis

The proper Expenditure Code to use will be 10V, Benefits Analysis. If follow up services are
needed for a case in active status, the code will be 90W, Work Incentive Follow- up Support.
Funds for these services for OVR counselors will come from the BUN 6794. OFB counselors
will use their counselor budgets.

Work Incentive Follow-up Support can be for:
  a.     Assistance with developing, implementing & tracking a PASS plan.
  b.     Assistance with reporting wages or training on how to report.
  c.     Assistance with claiming work incentives, such as Impairment-Related Work
         Expenses, Subsidies, 1619b, etc.
  d.     Assistance with any other issues related to Social Security that may affect the
         individual’s pursuit of employment and/or ability to earn wages.

    A list of qualified vendors is attached and is also is posted on the OVR/OFB websites.

                                    KY CWICs – Fully Certified

    Canter, Johnna            270-753-7676
    Collier, Deshala          859-266-2807
    Edwards, David            859-266-2807
    Hensley, Larry            502-552-6301
    Huston, Jim               502-930-2079
    Johnson, Evangeline       859-266-2807
    McLimore, Lana            859-314-2578
    Nunn, Gayle               502-589-6620
    Sloan, Tim                502-552-9565
    Wheeler, Carolyn          859-492-7971

                                KY CWICS – Provisionally Certified

    Jones, Barbara            270-735-1803
    White, Chris              502-585-5221                                                             An Equal Opportunity Employer
                                   OVR/OFB Service Fee Memorandum for Benefits Analysis


Sarah Blanton                                 Sandy Block
Communicare                                   Seven Counties Services
617 North Mulberry                            3717 Taylorsville Rd
Elizabethtown, KY 42701                       Louisville, KY 40220
(270) 735-1803                                (502) 459-5292            

Lisa Carrico                                  Linda Carter
Employment Connections                        LifeSkills
2229 Mildred St.                              2420 Russelville Rd
Paducah, KY 42001                             Bowling Green, KY 42101
(270) 443-1200                                (270) 901-5000                  

Michael Crockett                              Leigh Ann Edwards
OWL                                           Lifeskills
650 Kennedy Rd                                2420 Russellville Rd.
Lexington, KY 40511                           Bowling Green, KY 42101
(859) 254-0576                                (270) 901-5000                

Angela Mullins                                Melissa Parchman
Communicare                                   Job Opportunity Builders
617 North Mulberry                            1900 S. 10th St.
Elizabethtown, KY 40701                       Mayfield, KY 42006
(270) 735-1803 Ext. 137                       (270) 247-5396 Ext. 105            

Sandy Radford                                 Sheila Runyon
Independence Place                            Communicare
3132 Railroad St.                             617 Mulberry St.
Ashland, KY 41101                             Elizabethtown, KY 40701
(606) 369-4225                                (270) 735-1803                                                      An Equal Opportunity Employer
                                    OVR/OFB Service Fee Memorandum for Benefits Analysis

Ashley Taylor                                Barbara Tumolo-Wash
Employment Connections                       PATH Forward of KY
101 South 4th St.                            2210 Goldsmith Lane
Paducah KY 42001                             Louisville, KY 40218
(270) 443-1200                               (502) 451-2565                  

Patricia Turner                              Barry Whaley
Independence Place                           Community Employment
60 Mackey Ave                                1974 Douglas Blvd.
Willliamsburg, KY 40769                      Louisville, KY 40203
(606) 515-8981                               (502) 451-5601    

Christopher White
Goodwill Industries
909 East Broadway
Louisville, KY 40204
(502) 585-5221                                                   An Equal Opportunity Employer

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