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Ticket to Work Boot Camp:
Foundational Knowledge
Ticket Overview: Integrating Ticket to Work
into your One-Stop Career Center
Hosted/Facilitated by: Miranda Kennedy
Presented by Kevin Nickerson,
NDI Technical Assistance Team Members
2012 Training Series
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.
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Upon completion of this training webinar, DEI grantees and participants and partners from the public workforce system will have the following: Basic understanding of the Ticket to Work Program Knowledge of 2008 changes to the Ticket to Work
Program rules Awareness of Employment Network (EN) models and
partnerships Information on next steps and how to apply to become an
EN
Background: The Challenge Experience What is the Ticket to Work Program? Ticket to Work Basics Review of 2008 Changes to the Ticket to Work
Program rules Employment Network (EN) models and
partnerships Resources What’s my next step? How do we apply?
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Background: Background: The Challenge ExperienceThe Challenge Experience
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Consistent with Challenge Mission Established as an EN in 2001 First Ticket assigned in New York State to private
EN Knowledge of SSA benefits increased Ticket
holder confidence in services and assisted with referrals to program
Increasing Ticket assignments now due to changes in regulations which occurred in 2008
*Challenge, a nonprofit, vocational services organization, was founded in 1968 to offer employment and placement opportunities to individuals who face barriers to
employment. http://aboutchallenge.org/CI-final/ 6
Challenge* Workforce Solutions – New York State EN Experiences
2nd EN in Nation to achieve 60th Outcome payment (achieved March, 2007)
Our second 60th Outcome measure occurred in May, 2009
Our third 60th Outcome measure occurred in July, 2010
In 2011, had a total of 5 Ticket holders “graduate” from the Ticket program successfully, helping us achieve all possible EN payments
Challenge Workforce Solutions – New York State EN Experiences
A Social Security Administration Program
Established through the signing of legislation in December 1999, The Ticket to Work and Work Incentives Improvement Act
Provides payments to participating Employment Networks for assisting Social Security beneficiary’s in becoming more self-sufficient through employment
What is the Ticket to Work Program?What is the Ticket to Work Program?
A program designed to assist Social Security beneficiaries in the return to work through the provision of employment services from public and private providers
Allows Social Security beneficiary’s to receive a Ticket to Work which may be assigned to a participating Employment Network for assistance in achieving their desired vocational goal
Expands the universe of choices people with disabilities have in getting assistance in the return to work through participating Employment Networks
What is the Ticket to Work Program?What is the Ticket to Work Program?
The goal:
A Shift:
Self-sufficiency.
Decrease the Ticket Holder’s dependence on their cash benefits by increasing their work effort to
substantial gainful activity, and ultimately, to assist Ticket holder in achieving self-sufficiency.
Customer Service.
A shift in how Rehabilitation services are offered, increasing beneficiary choice and customer service
What is the Ticket to Work Program?What is the Ticket to Work Program?
EN’s offer another level of choice to Social Security beneficiaries
Increased need for exemplary Customer Service in providing rehabilitation services is important, especially as more EN providers become available
VR
ITA’s
SBA
PASS
MBI
One Stop
EN
WIPA
In 2008, SSA made several improvements to the Ticket to Work employment program to increase participation.
Today you will learn about these improvements and…….
Ticket to Work program basics New payment structure How Partnership Plus works Next Steps to becoming an Employment Network
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The Ticket to Work and Work Incentives Improvement Act was passed in 1999 and provided benefits to SSA Disability beneficiaries & EN’s including:
Yearly cost of living increases for Ticket Payments to EN’s Two new work incentives
◦ Extended Medicare benefits◦ Expedited Reinstatement of Benefits (EXR)
Medicaid Buy-In Programs Work Incentive Planning and Assistance projects Ticket to Work and Self-Sufficiency employment program
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Ticket to Work Program BasicsTicket to Work Program Basics
Creates an opportunity for any entity (other than a Federal Department) to become a Ticket to Work ‘Employment Network’ and begin receiving payments for supporting ‘Ticket Holders’ as they work at increasing their earning capacity.
◦ Ticket Holders are qualified Social Security Disability Beneficiaries ages 18 to 64, receiving Title XVI and/or Title II benefits (SSI or SSDI)
◦ Now both Medical Improvement Expected (MIE) and Medical Improvement Not Expected (MINE) groups are eligible due to changes in TtW regulations from 2008
Offers long-term funding to ensure Ticket Holders receive ongoing return to work support.
Increases choice for Ticket Holders and Employment Networks allowing both to choose who they work with under the program.
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Ticket to Work Program Basics Cont.Ticket to Work Program Basics Cont.
Ticket to Work – Provider basics
This is a voluntary program (you do not have to participate, although DEI projects have committed to becoming EN’s as a part of this grant)
Provides additional monetary support to approved providers (Employment Networks) who assist Social Security beneficiaries with disabilities in obtaining and maintaining employment
Funds are flexible, and can be used, in part, to support beneficiary needs
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Ticket to Work Program Basics Cont.Ticket to Work Program Basics Cont.
Ticket to Work – Ticket Holder basics
This is a voluntary program - as a Ticket Holder, I do not have to participate.
Provides Ticket Holders with CHOICE – as a Ticket Holder, I decide who I assign my Ticket to based upon who I feel can best provide the services I need.
Ensures continued employment support – as a Ticket Holder, I know you will continue to provide me support beyond the time that VESID or Medicaid funding permits in some cases.
Actively participating in the Ticket to Work program suspends a Ticket Holder’s medical Continuing Disability Review – as a Ticket Holder, I can return to work without fear that I will medically improve before I am gainfully employed.
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Ticket to Work Program Basics Cont.Ticket to Work Program Basics Cont.
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Training and Employment Notice 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)
Braiding Medicaid funded services and Ticket to Work funds is not “double dipping”
The Centers for Medicare & Medicaid Services (CMS) clarified this recently in a State Medicaid Director Letter (SMD #10-002), See: http://aaidd.org/media/PowerPoint/Ticket%20to%20Work%20SMD%201-28-10%20clean.pdf
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2008 Improvements of Importance
Ticket payments have increased and allow for payments before the Ticket Holder works at SGA level
Ticket payment structure encourages the use of available work incentives with new Phase 2 payment structure
Tickets are now available to all beneficiaries with disabilities, ages 18 through 64 (with a few exceptions)
Timely progress reviews are now one time per year
Partnership with State Vocational Rehabilitation agencies are more clearly defined, and now called Partnership Plus
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Type Ticket Holder Earnings
EN Payment for SSDI
EN Payment for SSI
Outcome Earnings sufficient for “zero” cash benefits status
$719/mo. for up to 36 months
$412/mo. for up to 60
months
Total Possible Outcome Payments
$25,884 $24,720
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2012 Rates
Outcome Payment SystemOutcome Payment System
Type Ticket Holder Earnings EN Payment for SSDI
EN Payment for SSI
Phase 1
Milestone 1 $720/mo for 1 month (can bill with wages of $360 within a two week period)*
$1,288 $1,288
Milestone 2 $720/mo for 3 months within 6 months (cumulative)
$1,288 $1,288
Milestone 3 $720/mo for 6 months within 12 months (cumulative)
$1,288 $1,288
Milestone 4 $720/mo for 9 months within 18 months (cumulative)
$1,288 $1,288
Total Potential Phase I Milestone Payments $5,152 $5,152
2012 Rates
Milestone-Outcome Payment System: Milestone-Outcome Payment System: Phase 1 MilestonesPhase 1 Milestones
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* Subsequent months must be at TWL
There are reasons some, or all of, Phase 1 payments may not be available to an EN:
◦Recent Work Activity
◦State VR history with Ticket Holder
Understanding Phase 1 PaymentsUnderstanding Phase 1 Payments
Recent Work RuleRecent Work Rule Work at or above applicable Trial Work level earnings
($720 in 2012) within 18 months “prior to Ticket assignment” can impact EN access to Phase 1 Milestone payments
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 www.yourtickettowork.com.
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Partnership Plus Partnership Plus
VR Cost Reimbursement payments and EN Phase 2 Milestone and Outcome payments both possible for same beneficiary
◦ 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 Reimbursement
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Partnership Plus: VR Case ClosurePartnership Plus: VR Case Closure
Beneficiary can assign Ticket to an EN after VR case closure
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 can pay EN for Phase 2 Milestones & Outcomes achieved after Ticket assignment
NOTE: More detailed information about Partnership Plus will be provided in future TtW training
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Type Ticket Holder Earnings
EN Payment for SSDI
EN Payment for SSI
Phase 2 Gross > SGA($1010/non-blind; $1,690 for blind)
$387/mo. (up to 11 mos.)
$222/mo. (up to 18 mos.)
Total Phase 2 Payments
$4,257 $3,996
Total Potential Ticket Payments Phases 1 and 2
$9,409 $9,148
2012Rates
Milestone-Outcome Payment System: Phase 2 Payments
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Type Ticket Holder Earnings
EN Payment for SSDI
EN Payment for SSI
Outcome Phase Net > SGA ($1010/non-blind;
$1,690 /blind) AND 0 Federal cash benefits
$387/mo. for up to 36 months
$222/mo. for up to 60
months
Total Outcome Phase Payments
$13,932 $13,220
Total Potential Ticket Payments
$23,341 $22,468
2012 Rates
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Milestone-Outcome Payment System: Outcome Payments
The overall goal of the Ticket program continues to be self-sufficiency, and should be the long-term goal
Should a beneficiary start with part-time work, as is sometimes the case, this can qualify an EN for initial Phase 1 Milestone payments
Example: Joe is an SSI recipient, and works 20 hours/week and makes $8.50/hour, monthly average wage=$736
This example would qualify your EN for Phase 1 Milestone payments
NOTE: Your IWP needs to be developed showing the Ticket Holder will achieve at least TWL earnings in order to be assigned by Maximus, however, the overall goal is to assist the individual in achieving greater levels of self-sufficiency, and to have clear, long-term goals of SGA level earnings
Will becoming an EN help me with Will becoming an EN help me with individuals that can only work part-time?individuals that can only work part-time?
Milestone Reconciliation PaymentMilestone Reconciliation Payment
Occurs 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
This payment does not need to be requested, Maximus will determine the amount owed to the EN after the 12th Outcome is achieved
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Requesting Ticket PaymentsRequesting Ticket Payments
Three options for requesting payment: 1. Evidentiary Payment Request (EPR)
-- Requires primary evidence of earnings2. Certification Payment Request (CPR)
-- Uses secondary evidence of earnings3. Workforce e-Process, e-Pay
-- Available to Workforce ENs only, and provides automated payments from Milestone 1 through Outcomes
NOTE: Billing options will be covered in detail in subsequent trainings, and are also covered by Maximus through Ticket Tuesday Training opportunities
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Benefits of becoming an EN include:Benefits of becoming an EN include:
1. Increase your bottom line - Get paid for the work you are already doing
2. Ticket payments are your own to use as you wish3. Generous funding stream – $23, 341 (SSDI) and
$22,468 (SSI) per successful beneficiary who achieves all payments
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Q & A Q & A
To ask a question/make a comment please click on the “raised hand icon” OR submit it via the Q&A panel, both are located on the right hand toolbar
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Funds through the Ticket program are flexible to use as you wish, however, so is the Business Model you choose to develop for your Employment Network
The following are examples of strategies found in various locations across the U.S.
One-Stop / EN
One-Stop / EN
One-Stop / EN
One-Stop / EN
One-Stop / EN
One-Stop / EN
STATE VRPartnership
Plus
This example shows a collaborative web allowing for referral and mentoring efforts amongst separate EN’s
Ideally, State Vocational Rehabilitation provides information about all EN options when closing a case
Each EN completes a separate application to operate as an independent EN
Local Level StrategyLocal Level Strategy
EN of record – Has submitted RFP, In
this example a local CommunityRehabilitation Provider (CRP)
One-Stop Career Center –Local agreement in place
to serve mutual Ticket holders
Ticket Holder may discoverEN through One Stop, orthrough local CRP which
is EN of record
State Vocational Rehabilitation Agency
Partnership Plus
Advantages: Sharing of information & resources, staffing and community outreach
Specific Advantage of collaboration with One-Stop: Access to database of potential Ticket holders who wish to return to work, ITA’s, staff support
Collaborative Agreement StrategyCollaborative Agreement Strategy
Consortium Strategy
Private non-profit
AdministrativeAgency
One-Stop / EN One-Stop / EN One-Stop / EN One-Stop / EN One-Stop / EN
STATE VR
Partnership Plus
One-Stop / EN
Example: 20% of payments for administrative functions (i.e. billing / marketing)
EN of Record
Example: 80% of payments go to providers under local agreement
Providers of Employment
Services
State Office(i.e. Labor,
Mental Health)
One-Stop / EN One-Stop / EN One-Stop / EN One-Stop / EN
Policy / Outreach / Reporting
EN of Record – State level – operating under one DUNS
One-Stop / EN
StateVocational
RehabilitationAgency
Partnership Plus
One-Stop / EN
Private / Gov.organization
Possible contractor for Ticket Administration, or,
EN of Record handles Administration
Provide direct service to Ticket holders / Follow-up supports / data collection
Becoming an Employment NetworkBecoming an Employment Network
Get the EN Request for Quotation (RFQ) at:
http://www.ssa.gov/work/enrfp.html
Download and complete on your computer
Cover letter provides information on how to contact SSA, and recommended way to send completed RFQ
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Request for Quotation (RFQ) Request for Quotation (RFQ) Basic ComponentsBasic Components
Must have an Employer Identification Number (EIN), also known as the Tax ID #
Must have general business or professional liability insurance in effect (minimum of $500,000 per occurrence)
Must have a DUNS number (contact Dun & Bradstreet at 1-866-705-5711 or apply online at www.dnb.com)
Once you have obtained a DUNS Number complete the Central Contractor Registration (www.ccr.gov); once CCR is active, complete the Online Representations and Certifications Application (https://orca.bpn.gov/)
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You can receive assistance with questions You can receive assistance with questions you may have in completing the RFQ!you may have in completing the RFQ! Contact Emily Malsch, Ticket/Workforce Specialist,
OSM/MAXIMUS, at [email protected], or by phone at (443) 492- 9846
REGISTER for the Ticket to Work Boot Camp, Part 2 Training: Understanding the RFQ Teleconference for DEI Grantees on February 9th from 3pm to 4:30pm EST: https://ndi.webex.com/ndi/onstage/g.php?t=a&d=962033463 documentation requirements review forms Q & A
Additional help is available through SSA’s Employment Network Contracts Team E-Mail: [email protected] Call: 1-866-584-5180
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Once you become an Employment Network, MAXIMUS, the Operations Support Manager for the Ticket to Work program will:
◦ Handle the process for assigning & un-assigning Tickets◦ Maintain the list of approved ENs◦ Process Ticket payments◦ Conduct timely progress reviews◦ Staff an EN Help Desk ◦ Provide training & technical assistance to ENs
Visit the MAXIMUS website at www.yourtickettowork.com
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As an EN…As an EN…
Ticket to Work Program Resources:Ticket to Work Program Resources:
Visit SSA’s Work Site at: www.socialsecurity.gov/work
Visit the MAXIMUS web site at: www.yourtickettowork.com or call: 1-866-949-ENVR (3687)
Visit the Beneficiary Access & Support Services (BASS): http://chooseworkttw.net/
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Ticket to Work Boot Camp: Becoming an Approved Employment Network (EN) will cover the following:
Review RFQ, including document requirements. Provide a section by section review of the RFQ and suggestions
on how to successfully complete the required forms and receive your EN Blanket Purchase Agreement (BPA) award from SSA
Provide an opportunity for One-Stop Career Centers to establish a direct connection with Maximus, for assistance throughout the EN application process.
RegistrationThursday, February 9th (3:00pm – 4:30pm EST)Registration: In order to register go to:
https://ndi.webex.com/ndi/onstage/g.php?t=a&d=962033463
Kevin NickersonProgram AssociateNDI Technical Assistance [email protected]: (607) 272-7570 Ext. 136
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