Workforce EN Billing
Hosted/Facilitated by: Miranda Kennedy, NDI Technical Assistance Team
Presented by: Mary Lynn ReVoir and Kevin Nickerson, NDI Technical Assistance
Team and Aaron Aybar, Maximus Operations Support Manager
U.S. Department of Labor
2013 Ticket/EN Series
Questions/Comments
If you have a comment or
question we encourage you to
submit it to the host in writing via
the Chat or Q&A Box to the right.
Your question will either be
addressed during the training,
responded to in the Chat or Q&A
Box, or followed up on after the
training.
2
Disability Employment Initiative
(DEI)
According to the SGA, DEI Projects at the state level and/or
local level participating LWIBs are required to become
Employment Networks (ENs) under Social Security
Administration’s (SSA’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.
Learning Objectives
Upon completion of this training, DEI grantees
will have the following:
• Knowledge of the Ticket payment structure
• Basic understanding of the ePay process
• Information about Employment Network (EN)
payment reports and how to interpret the
reports
• Tips related to EN payments
Subject Matter Expert ReVoir
Mary Lynn ReVoir
DEI TA Liaison
P: (515) 975-2344
E: mlrevoir@ndi-inc.org
Agenda
• Introduction of Ticket Payment Structure
• Options available to Workforce ENs to
process EN Payment requests
• Description of ePay
• ePay Testimonial
• Summary
• Next Steps
• Q&A
Introduction of
Ticket Payment Structure
7
Snapshot of Ticket to Work
• Beneficiary selects an Employment Network
• Beneficiary and EN has an Individual Work Plan
(IWP) or Individual Employment Plan (IEP)
• Beneficiary obtains employment as a result of
the employment services provided by the EN
• Beneficiary's monthly wages qualify for the Ticket
Payment
• The EN receives EN Payment for employment
services
Subject Matter Expert Guest
Aaron Aybar
EN Payments Help Desk / Document
Operations Support Manager
E: AaronAybar@maximus.com
9
Options Available to
Workforce ENs to process
EN Payment requests
10
Ticket Payment Structure
Factors that Impact EN
Payments
1.
2.
3.
18 month Work History
Successful VR case closure
Previous Ticket assignment to another
EN
How does an EN get paid?
• Once MAXIMUS determines claims meet
all criteria and processes claims for
payment, Social Security transmits a
payment file to the U.S. Treasury
• U.S. Treasury release payment as an
electronic deposit to the EN bank account
recorded in www.sam.gov
• EN receives written payment notice from
SSA via mail
Tools Available
• Quarterly Beneficiary Earnings Report
(QBER)
• EN Payment Status Report
How to Interpret a Payment
Status Report (PSR)?
• Review components
• How to obtain PSR
Certification of Services (COS)
• The EN required to documentation of services at
specified points, at a minimum quarterly.
• Not required to submit COS form to receive
payment if…
• Can certify services were provided by noting on a
securely filed document (SSA’s COS form is not required
to be used) or electronically on your management
information system
• Subject to SSA audit for review of files
Workforce EN Payment Options
1) Manual Payment Request
2) ePay
Manual Payment Request
What do you need?
• Evidentiary (paycheck stubs)
• Certification
• Payment Request Form
How do you submit?
• Use the portal
Overpayments
• Don’t be alarmed if this occurs
• Always a risk of overpayment even with
manual payment submission
• The EN is notified by SSA
• The EN is given options to rectify
Subject Matter Expert ReVoir
Mary Lynn ReVoir
DEI TA Liaison
P: (515) 975-2344
E: mlrevoir@ndi-inc.org
Description of ePay
21
ePay
• Social Security Administration recognizes partnership
with the Department of Labor America’s Job Centers
• ePay is unique to Workforce EN due to the federal
partnership
• Streamlines the workforce EN payment process
dramatically reducing the paperwork = ePay
• All Workforce EN recommended to enroll in ePay
How to enroll in ePay
• Complete eProcess enrollment form
• eProcess enrollment form can be signed by anyone
representing the EN
• Submit form through secured provider portal or fax
completed form to 703.893.4149
• Seek training from OSM
• If EN operating under Workforce Payment Agreement,
the EN will be using ePay
Snapshot of ePay Process
1.
Workforce EN
assigns Ticket
and enrolled
in ePay
2.
Quarterly
OSM
identifies
beneficiaries
with
qualifying
earnings.
3.
Payments
are made to
the EN when
qualifying: 1)
Earnings and
2)
beneficiaries'
payment
statuses are
confirmed
4.
The workforce
EN can access
the EN
Payment Status
Report via
secured portal
for payment
information.
How does ePay work?
• Once an individual’s Ticket is assigned no
payment request / earnings documentation
needs to be submitted by the EN
• OSM will search wage records of all SSNs
Tickets assigned to workforce EN enrolled in
ePay and check if earnings 3 x TWL or SGA
threshold (determined annually by SSA) for
prior 8 quarters of a specified calendar quarter
• All payments are made immediately
The calendar of ePay
• The screening of qualifying earnings conducted by
OSM quarterly on the 2/15, 5/15, 8/15, 11/15
• The screening is sent to SSA payments for review
and verification for some cases
• SSA sends to U.S. Treasury for release of
payment
• Why lag time of payments? It is all about timing!
• 6-12 mos. after earnings claim month
• Schedule of earnings reports are quarterly
Example of ePay timing
Beneficiary earns $1300 in month of October, 2011
These earnings show up in the quarterly record of Oct-Dec
2011, which is submitted after the end of the quarter
(employers granted up to 30 days to submit the wage
record) – January, 2012
Next scheduled ePay screening is ran February 15, 2012
Payments team is sent results of screening – may need
verification. March 15, 2012
U.S Treasury informed to release payment to your bank
account
The “pay off” of ePay
•
•
•
•
No collection paycheck stubs
No submission of request forms
Not necessary to track what you are requesting
Common for business operation to have upfront initial
wait period of revenues
• Once waited, then payments steady schedule
• Pleasant surprises, which manually you may not be
aware
• If enrolled in ePay you do not fax a Certification of
Services (COS) form but you are required to have COS
documentation on file.
Other Tips regarding Payments
• IPP notification of payments from U.S. Treasury
• Payment invoices with itemized payment
information to help you track your EN activity
• Free service when vendor of participating federal
agency, such as Social Security Administration
• Receive email alerts when deposit is made
• Sign up for this “real time" service visit
https://www.ipp.gov/
• It is advised ENs should have a mechanism tracking
payment activity.
• Two available tools available at no cost
• One designed regional EN and one for state EN
• Contact TA Liaison
Ticket/EN Subject Matter Expert
Kevin Nickerson
E: knickerson@ndi-inc.org
P: (607) 272-7570 Ext. 136
30
ePay Testimonial
31
EN Testimony Using ePay
• Weighing the benefits of ePay: your time
• Working within the payment schedule
Summary, Next Steps and Q&A
33
Summary
In today’s presentation we covered the
following:
• Knowledge of the Ticket payment structure
• Basic understanding of the ePay process
• Information about EN payment reports and
how to interpret the reports
• Tips related to EN payments
Next Steps
Stay tuned to the DEI listserv and register for the
upcoming June training in our continuing
Ticket/EN Series:
Workforce EN Marketing and Outreach
Questions/Comments
If you have a comment or
question you can:
A: Submit it to the host in writing
via the Chat or Q&A Box to the
right, or…
B: Click on the “raise hand” icon
to have your line un-muted and
ask your question/make your
comment.
Contact Information
Mary Lynn ReVoir
NDI Technical Assistance Team
P: (515) 975-2344
E: mlrevoir@ndi-inc.org