TICKET 301:
Employment Network Operations, Part V:
Billing & Tracking, Additional EN Resources
Hosted by: DJ Diamond, NDI Technical Assistance Team Member
Presented by:
Kevin Nickerson, NDI Technical Assistance Team Member
Emily Malsch, Ticket to Work, Workforce Specialist / EN TASC
Account Manager
2011 Training Series
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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.
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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).
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Evaluation of the impact of the DEI Projects implementation
and outcomes as Employment Networks will be provided
under U.S. DOL ODEP contract with Social Dynamics.
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Ticket 301, Part V
Learning Objectives
Upon completion of this webinar, DEI Project staff will:
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Understand current EN billing options, and procedures
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Have a better understanding of how to manage Ticket holder
demographics, and EN payments
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Know who your Maximus Technical Assistance and Support
Center (TASC) Account Manager is, and the kinds of supports
they provide ENs
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Understand the next steps NDI will take to provide ongoing
Ticket/EN Technical Assistance to DEI projects
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Ticket 301, Part V Agenda
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EN Billing Options
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EN Revenue Use
Payments at a glance
Billing Options
Payment Request Form overview
Future billing options for Workforce
EN Ticket holder tracking
◦ The Challenge / Tompkins Workforce New York EN Tracking Tool
◦ How to utilize the tracking tool
◦ Additional reporting responsibilities
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Introduction to Maximus Supports
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Introducing the Technical Assistance and Support Center (TASC)
What your TASC Account Manager can do for you
How to reach your TASC Account Manager
Next Steps
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Partnership Plus
EN Billing Options
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Revenue produced through your EN is flexible funding, and can be
used as your EN chooses
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Training and Employment Notice (TEN) 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)
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For information about TEN No. 20-07:
http://wdr.doleta.gov/directives/corr_doc.cfm?docn=2563
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Note: This Maximus document is located at:
http://www.yourtickettowork.com/training_2
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For this method of billing, you are required to submit
evidence of earnings, this can include:
◦ Pay Slips
◦ Employer prepared and signed employee earnings
statement
◦ Records from Third Party Source containing monthly wage
information, such as The Work Number
◦ For more information about The Work Number:
http://www.theworknumber.com/
◦ This method of payment is the least likely to cause an
Overpayment to an EN
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For this method of billing, use the following guidelines:
◦ Certification payment requests can be made without direct wage
verification
◦ Must have had recent dated contact with Ticket holder or
employer
◦ May use Earnings Inquiry Request from MAXIMUS (this may be
phased out this year)
◦ Self-Employment Income (SEI) Form
◦ Contact may be in-person, by phone or email
◦ EN must sign a repayment agreement if using this billing method
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Request earnings information for Ticket-holders assigned to your
organization
MAXIMUS will review quarterly wage earnings records available to
Social Security and respond in writing indicating whether the
requested Ticket-holder has reported earnings at or above three
times Substantial Gainful Activity (SGA) for each calendar quarter
available
Wage earnings at this level in a quarter may mean that the
beneficiary earned over SGA for each of the three months within the
quarter
NOTE: The information does not guarantee that you are eligible for
EN payment. Several other variables apply when granting EN
payment
See: http://www.yourtickettowork.com/earningsinquiry
 Additional Note:
 The Earnings Inquiry Tool will be phased out by August, 2011.
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Universal Auto-Pay will take the place of Auto-Pay I and II
and will do away with the need for ENs to request an
Earnings Inquiry Request (EIR)
Under Universal Auto-Pay, SSA will pay:
◦ Outcome Payments 1-12 the first week of the fourth month
following the claim month (e.g., SSA will pay the April 2011 claim
month the first week of August 2011).
◦ The First Outcome payment is not required to be evidentiary,
however, SSA will process pay ONLY when they see 3 X SGA
earnings and that the beneficiary is in non-pay status due to work
or earnings.
◦ Outcome Payments 13 and on, the first week of the month
following the claim month (e.g., SSA will pay the July 2011 claim
month the first week of August 2011)
Note: Information taken from notes provided by
Maximus from All EN Conference call held May 5, 2011
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Also under Universal Auto-Pay, ENs will automatically
receive a quarterly listing of all their clients indicating
whether the Ticket-holder has reported earnings at or
above three times Trial Work Level (TWL) for each
calendar quarter available
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For ENs that choose Universal Auto-Pay, the Earnings
Inquiry Request is not necessary, since quarterly
earnings of all Ticket holders above three times TWL will
be provided
The next generation of the Auto-Pay option:
 Will provide Auto-Payment for cases from Milestone 1,
and ongoing
 Will have a longer lag in payments, but reduced
administrative burden for billing requests
 Currently in evaluation stages
 Offered to Four Pilot One-Stop / EN sites:
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New York (Tompkins)
Iowa
Texas
Florida
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In addition to your billing request, a Services Certification
Statement is required for the following billing requests:
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Phase 1, Milestone 4
Phase 2, Milestone 11
Outcome 11
Outcome 22
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This form is required to detail the supports/services you provided
per your IWP, and the dates you provided them
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By signing this statement, you are agreeing that you have
provided at least 50% of the agreed upon services to your Ticket
holder
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NOTE: This requirement will likely be waived for Workforce
ENs when Full Auto-Pay becomes available
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When Beneficiary moves quickly into the Outcome
Payment Period
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Includes all Milestones “available” at time of first
Ticket assignment that remain “unpaid” due to the
start of the Outcome payment period
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Reconciliation payment made when 12th Outcome
payment is achieved
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The following link to the Maximus site will provide
you with many payment resources and forms:
http://www.yourtickettowork.com/payment_options
Tracking the following information, preferably in one place,
will help you stay organized and efficient as an EN:
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Ticket Holder Demographics
Payment request and received dates
Type of payment request (i.e. Milestone or Outcome)
Method of payment request used
Amount of payment
Total amount of revenue generated by EN
• New tools to assist ENs in tracking Ticket holder data are
currently in the works. The following EN Tracking Tool created
by Challenge / Tompkins Workforce New York is being offered
to assist you in the interim.
Reporting
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Annual Performance Outcome Report
◦ A customized report that your agency completes annually, that will
capture any changes in contact information, service areas you cover,
disability groups you wish to serve, and also addresses information
such as:
 Number of Ticket Holders currently assigned
 Number of full / part-time staff covering Ticket services, as well as total
number of hours spent on program
 Partnerships you have established
 Job Placement Data (i.e. Numbers served, placed, awaiting placement,
avg. time until placed, average wage, retention rate, etc.)
 Industries/Sectors Ticket Holders are placed in
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Timely Progress Reports
◦ A review of Ticket Holder’s progress based on established Timely
Progress Review standards
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EN TASC was established to address technical assistance
needs identified by ENs; to deliver improved training, and; to
enhance internal procedures; and increase Ticket
assignments and payments
EN TASC technical assistance and support will aid ENs in
attaining new competencies and in meeting performance
objectives
Each SSA region has a designated team to provide technical
assistance and training throughout the EN lifecycle
Teams are lead by a Senior Account Manager to help
troubleshoot specific issues and training needs
EN TASC Call Center - 866-949-3687- EN’s can reach an
Account Manager anytime between 8AM and 8PM EST
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TASC Call Center
◦ EN can reach an Account Manager anytime
between 8AM and 8PM EST, Monday through
Friday
 866-949-3687
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Provides technical assistance with EN operations
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Ticket Eligibility/Assignment
Individual Work Plan
EN Payments
Outreach/Marketing
EN Customer Support
Explain use of TTW forms
Ticket Training: Ticket Training Tuesdays & Customized
Training
◦ Modifications to EN information in directory
◦ Annual Performance and Outcome Report support
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Alaska: Darnell Clay
◦ DarnellClay@maximus.com; 703.336.8037
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Arkansas: Sheila Etherly
◦ SheilaCEtherly@maximus.com; 703.336.8130
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Delaware: Keitra Hill
◦ KeitraHill@maximus.com; 703.336.8065
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Illinois: Akila Early
◦ AkilaEarly@maximus.com; 703.336.8012
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Kansas: Adrian Catwell
◦ AdrianMCatwell@maximus.com; 703.336.8010
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Maine: Charles Powell
◦ CharlesPowell@maximus.com; 703.336.8030
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New Jersey: Adelle Barr
◦ AdelleBarr@maximus.com; 703.336.8009
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New York: LaNelle Barber
◦ LaNelleABarber@maximus.com; 703.336.8071
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Virginia: Becky Fay
◦ RebeccaLFay@maximus.com; 703.336.8098
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NDI team will continue to offer ongoing Technical Assistance to each of
the DEI sites in the form of open discussion forums facilitated by subject
matter expert(s).
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Open Discussion forums will be comprised of individuals involved in EN
operations in each of the DEI pilot sites, and may be broken down further,
in order to keep these discussion forums to approximately 12 participants
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Open Discussion forums will be used to evaluate current progress, assess
Ticket holders, streamline EN business models and increase EN revenue
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Other Workforce ENs are welcome to join a discussion group. More
information will be provided in July regarding these forums.
Thank you for attending the Ticket
301 Five Part Series!
Contact Information
Kevin Nickerson
Program Associate
NDI Technical Assistance Team
knickerson@ndi-inc.org
For Ticket to Work Technical Assistance needs,
please email questions, or requests to schedule a call.
Email requests will be reviewed through out the week
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