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					                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




    The Ticket to Work Program
Support for Americans with Disabilities
          Who Want to Work
                                            Welcome!

Today’s Presenters:
• Tom Gloss, Ticket Program Specialist, TASC,
  Tom.Gloss@ssa.gov
• Joel Middleton, Account Manager (NJ), TASC,
  jmiddleton@cessi.net
• Emily Malsch, Workforce Specialist, TASC,
  emalsch@cessi.net
• Donna DeJulius, Senior Account Manager, TASC
  DonnamDeJulius@maximus.com
• Barbara Butz, Consultant & Workforce Specialist,
  barbara@askcapstone.com
                        Webinar Agenda

• Ticket Trends
• Ticket 101- The Basics
• EN Technical Assistance and Support
  Center (TASC)
• The Year of the Workforce
                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




              Ticket Trends
               Tickets Assigned (National)

            New Tickets Assigned to ENs 2009-2011

2500
2000
                                                        2009
1500
                                                        2010
1000
                                                        2011
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On average, 1300 tickets were assigned per month from
February 2010 to January 2011.
               Ticket Payments (National)

             Total Dollars Paid to ENs 2009-2011

6,000,000.
5,000,000.
4,000,000.                                            2009
3,000,000.                                            2010
2,000,000.                                            2011
1,000,000.
        0.




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•The average monthly payment from February 2010 to January
2011 was $1,981,914.40
                                                   Ten + Tickets Assigned
                                                                 (National)
                                 ENs with 10 or More Tickets Assigned

500
450
400                                                                           368    375    376
                                                                       358
                                                    334    335   344
350                                          328
            294   300     300        307                                                           10 - 100
      292
300                                                                                                101 - 1000
250                                                                                                1000 or more

200
150
                                                                             50    51  52     52
100       49   49   50   47   49   49   50   50  51
       49    50   49   51   52   54   54   54   57                      58        57  59     60
50
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                                                          N

                                                          D
            New Jersey Ticket Holders



New Jersey has 274,328 Ticket Holders

   Estimate 10% of WIB customers
          are Ticket Holders!
                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




     Ticket 101: The Basics
                                      Ticket to Work


• What? Employment program administered by
  SSA


• Who? Adults (ages 18 through 64) receiving
  Social Security Disability Insurance (SSDI) and
  Supplemental Security Income (SSI) cash benefits
  based on disability
  – Referred to as “Ticket Holders”
                                    Ticket to Work



• Purpose? Expands choices for obtaining
  services and supports to enter and maintain
  employment

• How? SSA compensates approved service
  providers as Ticket Holders achieve employment-
  related milestones and outcomes
  – Referred to as “Employment Networks” or “ENs”
                An Outcome-Based Program


• Payments based on milestones and
  outcomes
 >   Associated with work and earnings
 >   Achieved by a Ticket Holder after assigning
     his/her Ticket to the EN and after job
     placement

• Not reimbursement for the cost of services
  provided
              Goals of the Ticket Program


Primary Goals
• Expand choices available to beneficiaries
   with disabilities
• Reduce/eliminate reliance on Social
   Security disability benefits
Secondary Goals
• Increase independence of beneficiaries
• Improve quality of life for beneficiaries
                            What Do Beneficiaries
                              Need to Know?

• Ticket program is voluntary
   – No penalty for not participating
• Ticket program is free
   – EN cannot charge for services provided
     under the Ticket program
• Medicare and/or Medicaid can continue
• Ticket Holders can choose
   – Whether/When to use their Tickets
   – Where to seek assistance
      • State VR agency
      • Approved EN
       How Do Beneficiaries Participate?


A paper Ticket is mailed when SSDI or
SSI benefits are approved
             How Do Beneficiaries Participate?
                                         (continued)



• Many beneficiaries received their Tickets some
  time ago -- Paper Ticket not needed to participate

  Contact MAXIMUS to determine
  >   Who is Ticket-eligible
  >   Who has a Ticket available for assignment
• Requires beneficiary’s name & SSN
• Beneficiaries call Ticket to Work Helpline: 866-
  968-7842(v); 866-833-2967(tty)
• ENs call: (866) 949-3687 (v)
                      Benefits to Beneficiaries


• If disability benefits cease due to work and
  beneficiary stops working within 5 years of
  entering zero cash benefit status, there is an
  expedited reinstatement of benefits

• If a beneficiary is using his/her Ticket and
  making timely progress towards his/her
  employment goals, regularly scheduled medical
  Continuing Disability Reviews (CDRs) will be
  postponed
                        What Is a Medical CDR?


  Medical CDRs are periodic reviews SSA
  conducts to determine continued eligibility for
  disability benefits based on a beneficiary’s
  medical or disabling condition

• Conducted every year or every several years,
  depending on the expectation of medical recovery
• A CDR may result in the loss of benefits if
  substantial evidence shows medical recovery
              What Are Employment Networks?


• Providers who are approved by SSA to assist
  beneficiaries to enter and maintain employment
  – Private (for profit/non-profit) organizations and service
    providers
  – Government agencies (state and local, not Federal)
  – One Stop Career Centers
• An EN can be a single entity, two entities forming
  a partnership, or a coalition of organizations
  functioning as a single EN
               How Do Ticket Holders Find ENs?


  A Ticket Holder can
• Learn about ENs in the area by viewing the online
  directory at: www.yourtickettowork.com or calling (866)
  968-7842 (v); (866) 833-2967 (tty)
• Discuss his/her employment goal and the services and
  supports needed to achieve that goal with several ENs
  before assigning the Ticket
  Remember
• Many beneficiaries are not aware that they have Tickets
• Your organization may already be working with Ticket
  Holders
                                EN Services

• Services EN plans to provide are listed in
  application to SSA
• Services available through approved ENs are
  listed in EN Directory on MAXIMUS website:
  www.yourtickettowork.com
• Services to Ticket Holder should be individualized
  based on employment goal and service needs
                     EN Chooses Which Ticket
                   Assignments to Accept


  An EN can refuse a Ticket assignment or
  have a Ticket un-assigned

• Goal is to find a good match between what the
  Ticket Holder needs and what the EN offers
• After Ticket is assigned, the EN or the Ticket
  Holder can terminate the relationship by asking
  MAXIMUS (in writing) to un-assign the Ticket
                                     ENs: Connecting with
                                            Beneficiaries

• Look at those you are already serving

• Develop relationships with SSA staff and SSA sponsored
  programs and services
   – Area Work Incentive Coordinators (AWIC)
   – Work Incentive Planning and Assistance (WIPA) projects
   – Protection and Advocacy for Beneficiaries of Social Security


• Attend a Work Incentives Seminar Event (WISE):
  http://www.chooseworkttw.net/
                      How Do ENs Work
                    with Ticket Holders?

• EN and Ticket Holder negotiate Individual Work
  Plan (IWP)
  >   IWP template available at www.yourtickettowork.com
  >   Signed IWP submitted to MAXIMUS for approval
  >   Approval of IWP triggers Ticket assignment to EN
• EN provides the services/supports outlined in IWP
• Ticket Holder goes to work and EN submits
  Payment Request form and documentation of
  earnings to MAXIMUS
                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




     Why Become an EN?
                         Why Become an EN?


Opportunities for Success
• New sources of funding in era of shrinking
  budgets
• New options for funding long-term employment
  supports
• Unrestricted funds
  – SSA places no requirements or restrictions on use of
    Ticket payments
  – SSA does not view Ticket payments to ENs using other
    sources of funding to serve beneficiaries as “double
    dipping”
                 Medicaid Policy Clarification



• CMS Medicaid
  Director’s Letter
• Issued Jan 28, 2010
• Ticket Payments do
  not conflict with
  Medicaid
• Encourages State
  agencies/services
  providers to be ENs
                          Other Sources of Funding


  How do other funding sources view Ticket payments?

• State VR agencies, IL Centers, PWIs, and other programs
  funded under the Rehab Act: Ticket payments constitute
  “program income” and must be used to further the purposes
  of the program
• Workforce Investment Boards and One-Stop Centers: DOL
  guidance (12/12/07) encourages both to become ENs and
  clarifies that Ticket payments are not program income (thus,
  unrestricted funding)
                                           ENs Have Choices!


        When signing the contract with SSA, an EN
        chooses between payment systems
•       Outcome Payment System: EN receives payments
        when Ticket Holder has substantial-level earnings
        (referred to as Substantial Gainful Activity) and no longer
        receives cash disability benefits
•       Milestone/Outcome Payment System: EN receives
        payments when beneficiary attains prescribed levels of
        work and earnings
    –      Milestones based on lower-level earnings consistent with part-
           time work and Ticket Holder can still receive cash disability
           benefits
                      Outcome/Milestone Payment System
                                           (2011 Rates)

   Payment Type             Ticket Holder Gross      EN Payment    EN Payment
                                 Earnings              (SSDI)         (SSI)
Phase 1 Milestones
Milestone 1               $720/mo for 1 month             $1,279     $1,279

Milestone 2               $720/mo for 3 months            $1,279     $1,279
                          w/in 6 months
                          (cumulative)
Milestone 3               $720/mo for 6 months            $1,279     $1,279
                          w/in 12 months
                          (cumulative)
Milestone 4               $720/mo for 9 months            $1,279     $1,279
                          w/in 18 months
                          (cumulative)
Total Potential Phase I   Additional criteria may         $5,116     $5,116
Milestone Payments        apply and reduce total
                          payments
                            Phase 2 Milestone Payments
                                        (2011 Rates)

Payment Type        Ticket Holder           EN Payment          EN Payment
                   Gross Earnings             (SSDI)               (SSI)
    Phase 2         Gross > SGA
                   ($1,000/non-blind;     Up to 11 payments   Up to 18 payments of
                    $1,640 for blind)        of $384/mo.            $221/mo.



 Total Phase 2
                                               $4,224               $3,978
   Payments



 Total Potential
Ticket Payments                                $9,340               $9,094
Phases 1 and 2
                          Outcome Payments Under Outcome-
                            Milestone Payment System (2011)
         Type              Ticket Holder Net       EN Payment    EN Payment
                               Earnings              (SSDI)         (SSI)

Outcome Phase              Net Earnings > SGA        Up to 36      Up to 60
                             ($1000/non-blind;     payments of   payments of
                           $1,640/blind) “AND” 0    $384/mo.      $221/mo.
                               cash benefit



Total Outcome Phase
                                                     $13,824       $13,260
Payments



Total Potential Ticket
Payments (Phases 1 & 2,                              $23,164       $22,354
and Outcome)
                           Outcome Payments Under the
                              Outcome Payment Method
                                2011 Rates


Payment Type         Ticket Holder Net EN Payment          EN Payment
                     Earnings          (SSDI)              (SSI)
Outcome Phase        Net Earnings > SGA        Up to 36       Up to 60
                      ($1,000/non-blind;     payments of    payments of
                       $1,640 for blind)      $714/mo.       $411/mo.
                     AND 0 cash benefit



Total Outcome
                                              $25,704         $24,660
Payments Available
                                   State Vocational
                            Rehabilitation Agencies


  State VR agencies (SVRA) have two options
  for seeking compensation for successfully
  serving beneficiaries with disabilities
     • Cost Reimbursement (authorized in 1981)
       > Only available to SVRAs
     • Ticket to Work program (authorized in 1999)
       >Available to State VR agencies and approved ENs

• Ticket legislation permits VR to choose on a
  case-by-case basis between seeking
  compensation under CR or Ticket program
                          What Is Partnership Plus?


State Vocational Rehabilitation (VR)
agencies and ENs can partner to meet
needs of Ticket Holders

• Old Ticket Regulations – SSA paid for beneficiary success
  under either the VR Cost Reimbursement (CR) program or
  under the Ticket program, NOT BOTH

• New Ticket Regulations – Permit payments to VR under
  the CR program and to an EN under the Ticket program on
  behalf of the same beneficiary for the same Ticket in
  certain circumstances
                           Partnership Plus         (continued)




  Circumstances required for a Partnership
  Plus case
• State VR agency chooses to serve beneficiary under CR
  program
• Beneficiary decides to assign Ticket to an EN after VR
  case closure
• Compensation is for provision of sequential, not
  concurrent, services

  Bottom Line: When VR serves a Ticket Holder under the
  CR program, the Ticket still has value when taken to an
  EN after VR closes the case
                   Benefits of Partnership Plus


• Opportunity to address need for post-
  employment supports to help beneficiaries
  maintain and advance in employment, including

  Ongoing support services        Job coaching
  Benefits planning               Skill building
  Job retention services          Transportation
  Additional Education/Training Mentoring
  Other services/supports to maintain/advance in
  employment
                   Benefits of Partnership Plus
                                          (continued)




• Everybody Wins: Increases likelihood
  – Ticket Holder will continue working
  – VR will receive CR payment from SSA
  – EN will receive Ticket payments

• Allows a service provider to function as a VR
  vendor while the VR case is open and as an
  EN after VR closes the case
                      How Does Partnership Plus
                       Impact Payments to ENs?

• When a Ticket Holder’s VR case is closed
  successfully (beneficiary is employed), Phase
  1 Milestones are not available to the EN
  – Ticket Holder already working at Ticket assignment
  – Number of hours working/earnings does not matter
• All Phase 2 milestone and outcome payments
  still potentially payable to EN based on
  beneficiary’s continued work and earning!
 >   Up to $16,000 to $17,000 of value left in the Ticket
     after VR case closure depending on type of disability
     benefits received (SSI/SSDI)
       Partnership Plus Toolkit




Check out the online Partnership
Plus Toolkit at:

http://PartnershipPlus.cessi.net
                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




          Becoming an
       Employment Network
             Where Can I Get the EN RFP?



Download the EN Request for Proposal (RFP):
http://www.ssa.gov/work/enrfp.html
                        What Do You Need to
                       Complete the EN RFP?

1.   Employer Identification Number (EIN), also known as the
     Taxpayer ID # (TIN)
     > Obtain by contacting the Internal Revenue Service at
     1- 800-829-4933, or via the web at www.irs.gov
2.   General Business or Professional Liability Insurance
     > Minimum coverage of $500,000 per occurrence must be
        in effect
3.   Data Universal Numbering System (DUNS) Number
     > Contact Dun & Bradstreet at 1-866-705-5711 or apply
         online at www.dnb.com
4.   Central Contractor Registration (CCR): DUNS number
     must be registered through the CCR process
                     Completing the EN RFP
                               (Continued)

5. Proof of EN Qualifications
•   Be prepared to provide evidence of your qualifications to
    become an EN, for example:
            • Vendor agreement or contract with the state
              VR agency
            • A state license or certification to provide
              employment support services to people with
              disabilities
            • Accreditation from a national rehabilitation and
              employment services accrediting body (i.e.
              CARF)
               Completing the EN RFP
                                     (continued)




6. Financial Institution Information- EN payments
  are directly deposited into your bank account

7. Security Clearance & Suitability Determination:
      - All employees working with beneficiaries and
      the signer of the EN proposal (signatory
      authority) need to complete/sign Form 306 -
      Declaration of Federal Employment
  http://www.opm.gov/forms/pdf_fill/of0306.pdf
               Tips on Completing the EN RFP


• Download & complete the RFP on your computer

• Do not mail your RFP! Send via:
  – Email: ENcontracts@ssa.gov; or
  – Fax: 1-410-597-0429


• The cover letter of the RFP provides information
  on how to contact SSA
            Need Help Completing the EN RFP?


• General Guidance- contact CESSI, MAXIMUS’ (Ticket
  Operations Support Manager) Partner:
   – Phone: (703) 448-6155 to speak with a Ticket to Work
     Account Manager
   – Email: application@cessi.net
• Additional help is available through SSA’s EN Contracts
  Team (ENCT)
   – Email: ENContracts@ssa.gov
   – Phone: (866) 584-5180
                                                        Learn More!


• Ticket Quick Start Resources
  – http://www.yourtickettowork.com/training_2
• Ticket Training Tuesdays
  – Interactive training modules
  – Every Tuesday at 1:00 pm EST; toll-free conference
    call
• Archived Ticket webinars
  – http://www.ilr.cornell.edu/edi/m-cessi-webinars.cfm
  – Sample webinars include:
      • Ticket to Work and Partnership Plus: Assisting Beneficiaries with
        Disabilities to Achieve Long-Term Employment
      • How to Obtain Foundation and Corporate Grants for Your EN
      • One Stops in Action: Live Demonstration of Effective Practices
                                     And More!


For more information on the Ticket to Work
 program, check out these websites:
• SSA’s Work Site: www.socialsecurity.gov/work
• MAXIMUS’ Ticket to Work website:
  www.yourtickettowork.com

Or call the EN Technical Assistance and
 Support Center at: 1-866-949-3687
                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




Resources for Beneficiaries
    Who Want to Work
                                                             AWICS


  Area Work Incentives Specialists (AWICS)

• Social Security has a team of Work
  Incentives specialists to ensure that beneficiaries
  receive
   – Accurate information about returning to work
   – Assistance in processing information on work activity

• Find the AWIC serving your local area at
  http://www.socialsecurity.gov/work/awiccontacts.html
                Work Incentives Planning
                  and Assistance (WIPA)

  SSA approved organizations that assist beneficiaries
  in making informed choices about work
• Trained to provide information about work and work
  incentives
• Can answer questions about how work will affect a
  beneficiary’s federal, state and local benefits
• Can help beneficiaries find resources and services to
  achieve their employment goals

                   WIPA services are free!
Find the WIPA in your area at: www.socialsecurity.gov/work
                          Protection and Advocacy


  Protection and Advocacy for
  Beneficiaries of Social Security (PABSS)

• State Protection & Advocacy Systems receive
  funds from SSA to provide
  – Information, advocacy services & legal advice on
    employment services and rights protection
  – Information and support during the job application
    process, and following job placement
                                    What Are WISE?


• Work Incentives Seminar Events (WISE) are
  hosted by local WIPA
• At a WISE beneficiaries are invited to
  – Learn about the Ticket program and other SSA work
    incentives
  – Meet with community partners who can assist with
    transition to work
• Great opportunity for ENs to meet Ticket Holders
  who are motivated to seek employment
• To learn when a WISE event is happening in your
  area, visit: http://www.chooseworkttw.net/
                                    Ticket Helpline


  Work Incentive Information and Referral
  Center (WIIRC)
• Provide general benefits information
• Provide work incentives information depending on
  Ticket Holder entitlement
• Refer Ticket Holders to WIPA if they are actively
  seeking employment or already working
  >   (866) 968-7842, Option 3
                                     Choose Work.
Choose Fulfillment. Choose Earnings.Choose Work.




 EN Technical Assistance and
       Support Center
                             TASC


EN Technical Assistance and Support
  Center (TASC)
• TASC managed by MAXIMUS, Ticket
  Operations Support Manager
• TASC provides ongoing support to ENs
• Each EN has an assigned Account
  Manager
• EN Provider line: 1-866-949-3687
                   What TASC Can Offer an EN


•   Payment request inquiries
•   Ticket assignment inquiries
•   Ticket assignability inquiries
•   Training needs, such as:
    –   Ticket Program Basics
    –   Ticket Assignment Process
    –   Payment Process
    –   Outreach Options
    –   EN Capitalization
    –   Timely Progress Review
                Ticket Assignment Process



•   Beneficiary assessment
•   Ticket assignability
•   Completing the IWP
•   Timely Progress Review
•   Beneficiary information safeguarding
                    EN Payment Process



•   Payment Methods
•   Ticket Value
•   Payment Options
•   Completing the payment request form
•   Payment Tracking
•   Beneficiary wage reporting
                Marketing Your EN Services



•   Beneficiary Referral CD
•   EN Directory
•   Media Coverage
•   Networking
 Ticket to Work Program:
The Year of the Workforce
                     The Partnership Grows

• Beginning in 2010, SSA and DOL
  committed to working together to increase
  the employment of people with disabilities
  in communities across the country.

• One of the first steps in this process was
  the development of “ Tiger Teams”
               2010 – Tiger Teams and Pilots

- The TIGER Team was a collaborative effort between
  SSA, CESSI, and MAXIMUS

- The TIGER Teams’ purpose was to support the vision of
  making Ticket to Work mainstream

- Goal was to help existing ENs with expertise and
  operational supports to increase Ticket assignments and
  EN payments
               DOL/Workforce TIGER Team

Specifically, the Team’s Goal was:
• To increase the representation and participation
  rates of One Stop as ENs.

  – Increase the number of Ticket assignments to One-
    Stop ENs

  – Increase Ticket payments to One Stop Ens

  – Increase the inventory of One Stops as ENs
                       TIGER Team Activities

• Analyze data on current ENs- trends in Ticket
  activity, Ticket assignments, and EN payments
• Based on data, identify One Stops to contact to
  discuss/determine barriers
• Develop operational training and support tools
  based on outreach to those targeted One Stops
  (pilot sites)
• Provide training and outreach to share research,
  models, other operational support tools
  developed through pilot sites
                      Listening and Learning

• SSA did a lot of listening to DOL Partners
  including our pilot WIBs in Florida, Texas,
  New York and Iowa

• Common Themes
  – Difficult to identify our common customer
  – Process is burdensome
  – WIB resources limited
               New WIB Electronic Process

• Recognizes the partnership between DOL and
  the workforce community and SSA

• Knows that up to13% of the Workforce
  customers in many states are also SSA
  beneficiaries.

• Workforce system is preferred providers for
  many individuals with disabilities
                  New WIB Electronic Process

• Four step streamlined process
   – State or WIB submits list of SSN numbers for all
     individuals they are serving
   – SSA responds with a “hit” list that identifies common
     customers
   – WIB contacts individuals and provides information to
     common clients about ticket; assigns tickets for those
     who are interested and develops simple plan to keep
     on file.
   – SSA automatically identifies individuals eligible for
     payment based on UI and other records on a
     quarterly basis and pays the WIB
                        Process Being Piloted

• Florida Pilot began in February.

• Data match has occurred

• Navigators and Operational Staff has been
  trained

• Timeline for steps two and three are being
  finalized
                                           Next Steps

• NJ is a Disability Employment Initiative State
  (DEI)

• NJ is eligible to participate in pilot

• Discussions are underway with state officials
  regarding possibility of the State becoming an
  Administrative EN to facilitate data-sharing

				
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