Presentation on theme: "The NEW Ticket To Work New Program, New Opportunities"— Presentation transcript:
1The NEW Ticket To Work New Program, New Opportunities April 1, 2017The NEW Ticket To Work New Program, New OpportunitiesEN APPLICATION WEBINAR
2Presenters David A. Jones Account Manager Specializing in Mental HealthCESSI, Program Manager for Recruitmentand OutreachOscar Jimenez, MPH, NYAPRSMira Bowin, NYAPRS
3How to participate in the webinar Mute/ un-muteAll attendees will be automatically muted during webinarDuring Q & A you may un-mute yourself by pressing: # 6To mute yourself: * 6 (star and then the number 6)Sending questions via chat function:Go to upper left corner to “attendees.” Look forMira Bowin or Oscar Jimenez by scrolling down. Rightclick and chat with Mira or Oscar…. to send questions ortechnical issuesTechnical problems?Call (518) and ask for Kizzi Casale
42010 Ticket-to-Work Training and TA Series for MH Providers April 1, 20172010 Ticket-to-Work Training and TA Series for MH ProvidersTicket 101: Integrating Ticket to Maximize PROS’ Employment Outcomes Ticket 201: Employment Network Application Walk-Through WebinarsThese webinars organized by CESSI and NYAPRS will review the Request for Proposal and application requirements. The next session will be on:October 14th, 2:00 – 3:30pm Register here: Ticket 301: Operating an Employment NetworkFour one-day regional trainings will be held this fall to assist with operating Employment Networks. Locations: NYC, Buffalo, Long Island and Albany areas (Dates TBD).
52010 Ticket-to-Work Training and TA Series for MH Providers April 1, 20172010 Ticket-to-Work Training and TA Series for MH ProvidersEN Application Walk Through at the NYAPRS ConferenceDavid Jones (CESSI) will hold a Walk Through during the NYAPRS Conference (Sept 22nd-24th) for those interested in small groups/one-on-one support to complete the Employment Network RFP.In addition, members of NYAPRS’ Ticket to Work training and technical assistance team will be available to provide further information around the New Ticket-to-Work Program (eg: clarification of Ticket basics, questions about billing and payment systems and braided funding options for PROS).Please contact Mira Bowin if you have any interest in this support at Individualized Technical AssistanceNYAPRS, NYMWP and CESSI staff are available to provide individualized TA in becoming and operating an EN. Contact Oscar Jimenez or Mira Bowin at: or to access these services.
6Ticket To WorkMore InfoApril 1, 2017This presentation will focus on the most crucial parts of the EN applicationQ & A at end of presentationMental Health Summit Archive
7Part II, Statement of Work- Section 1 (pgs 6-7) Ticket To WorkPart II, Statement of Work- Section 1 (pgs 6-7)April 1, 2017Describes basic and specific requirementsList items to submit as proof of EN qualifications: VESID, CARF, ICCDBusiness Plan (include PROS, if applicable)Highlights entities precluded from becoming an ENSo…lets jump right in…please have the EN RFP in front you…Introduction letter to page 4 is table of contents and part 1 Price- which is not applicable, no cost to apply, and states any travel expenses is your responsibilityWe are going to start at page 5: Part 2- Statement of WorkThis might be repetitive with some on the webinar if working with Account Manager on the Ticket to Work Recruitment and Outreach TeamSection lays out the process, obligations, and requirement of the program- not a part of RFP to submit, for your informationSECTION 1Describes just some of the basic general requirementsENs can be public or private, or profit or non profit… state or local government agency ….any entity whose responsible for the delivery of employment services or the coordination/referral of services is eligible to apply to be an ENIf you are serving people with disabilities as they seek and obtain work then you should be considering this program which I am assuming you are or wouldn’t be on this webinar.NOTE: One-stop delivery systems established under subtitle B of Title I of the Workforce Investment Act of 1998 and organizations administering VR Services Projects for American Indians with Disabilities are deemed to have met all requirements of Part II, Section 1.
8How the Ticket Works Part II, Section 2 Ticket To WorkApril 1, 2017How the Ticket Works Part II, Section 2EN & Beneficiary ConnectEN & Beneficiary Negotiate a Plan (IWP)Beneficiary Assigns TicketEN Submits Payment Request to Maximus & Gets Paid(30 days +/-)under new regs all beneficiaries are eligibleDescription of the ticket process, steps EN and Beneficiary takesKey elements, as mentioned:Volunteer program on both sides.We recognize this program is not for everyone. We want success for both.EN Provides Services & Supports to Complete Negotiated IWPBeneficiary Goes to Work & EN Collects Evidence of Earnings
9Section 3 : Individual Work Plan (pgs 9 -12) Ticket To WorkSection 3 : Individual Work Plan (pgs 9 -12)April 1, 2017Mutual AgreementOutlines services to be providedSharing of wage dataHow to resolve disputesSupports availableCan use an equivalent plan already in useSection 3 outlines IWP requirementsFor all beneficiariesMutual agreement b/w Ticket Holder and ENLook and see what you do and form an addendum if needed.Page 9, Paragraph A, list IWP requirementsHighlight: accept and not achieving milestones you can terminate. If bene can also have the option to terminate. IWP is not a contract per say but does lay out the expectation from both.IWP establishes yourself as the ENCheck to make sure the ticket has not been assigned before you start process.Page 11, paragraph B: services offered outside the IWP and the EN Contract, what an EN can and cannot charge a bene forPage 12, Item B- TimeframeSubmit your IWP to Maximus Operations Support Management OSMCall Maximus and see if their ticket has been assigned or where if it was assigned, where they are in the milestone process.Remember, outcome based program: start with those you can serve easily and get your model set-up….IWP agreed by both parties
10Part II, Section 4- EN and VR (pg 12) Partnership PlusEncourages partnerships between VR agencies and ENsExpands the scope of services available to beneficiariesVisit the online toolkit for more information:Page 12, Section 4: outlines the agreements b/w VR and ENsWorking with VR and how it makes sense with you, state by state bases, speak to account rep.Expands the scope of services available to beneficiaries> Ongoing support services for Supported Employment consumers> Job retention services> Follow-along services> Other services and supports
11Partnership Plus Important Information VESID has encouraged all of their providers to become ENs.Becoming an EN will in no way affect a provider’s status as a vendorPartnership Plus cases can occur “behind the scene” without any action on behalf of VESID.In other words, ENs are free to promote their ongoing employment support services to VESID clients in order to seek Ticket assignment upon VR case closure.
12Part II, Section 10 (pgs 18,19) Reporting Requirements Ticket To WorkPart II, Section 10 (pgs 18,19)April 1, 2017Reporting RequirementsEN Responsibilities adhered toIWP signed, in fileAgreements submittedDocumentation of Ticket assignments and terminationsResponding to MAXIMUS inquiriesSection 10, reporting requirements: Maximus sends the reports and you decided to fill it out. Helps SSA keep track.Also on Page 19, Item D:Changes in your contract. Identify an individual to make changes to the contract file. Must be made in writing
13Ticket To WorkApril 1, 2017Part II, Section 11(pg 20)TTW provides EN payments when a beneficiary attains certain Milestones and Outcomes in moving towards self-supporting employment, not for costs of services rendered.Two Payment OptionsMilestone OutcomeOutcomeItem A;Recommend MilestonesMilestone gives you more money upfront.You do have the option to change that. NEW: Change any time during the calendar year.All payments will be made thru direct deposit. SSA will not mail checks
14Part II, Section 11E Requesting EN Payments (pg 23) Ticket To WorkPart II, Section 11E Requesting EN Payments (pg 23)April 1, 2017An EN bills MAXIMUS as the beneficiaries they are serving attain designated Milestones and Outcomes as they move towards self-supporting employmentENs have 3 options for submitting for paymentsEvidentiaryCertificationAuto Pay (Outcome payments only)Item C: submitting requests for EN paymentsEvidentiary: Submit EN Payment Request Form and direct evidence of earnings such as pay stubs or an employer-prepared and signed statement of earnings (payments made in 30 to 45 days)Certification: Submit EN Payment Request Form and secondary evidence of earnings (e.g., confirm contact with beneficiary or employer, information from the National Directory of New Hires (NDNH), an Earnings Inquiry Request, or a Self-Employment income Form. EN must sign a repayment agreement)Auto Pay (Outcome payments only) Must submit Auto Pay Request Form and SSA uses their data systems and records to verify earnings (e.g., NDNH, disability status information, etc.). Can take 9 months or more to get paid. EN must sign a “blanket” repayment agreement.
15- Abide by all requirements terms of contract Ticket To WorkPart II, Section 12 (pg 25)April 1, 2017Compliance- Abide by all requirements terms of contractComply with federal regulationsAgree to cooperate with SSA, Operations Support Manager (MAXIMUS)EN subcontractors meets all requirements in Part II, Section 1 and 6Section 12, page 25That you have read and going to comply with RFP going forwardPg 41 of the application
16Requesting Suitability Clearance (pgs 39-41) Ticket To WorkRequesting Suitability Clearance (pgs 39-41)April 1, 2017Two levels of clearance:Level 1 is for ALL EN employees who will be acquiring, handling, or have access to PIIMust complete Form 306Level 2 is for an EN who is requesting the Beneficiary Referral CD, the CD Manager must:Complete Form 306, Fair Credit Reporting Act Form, SF 85FD 258 finger print chart is requiredThese forms MUST be submitted with the EN proposalIf EN meets all other requirements of the RFP, can be approved as an EN while background investigation is in processOnce awarded, EN can perform under the contract while final suitability determination is made
17Part IV EN Proposal Documentation Requirements (pgs 62-64) Ticket To WorkPart IV EN Proposal Documentation Requirements (pgs 62-64)April 1, 2017EN Application Begins Here!Form 1449 will be page 1 of EN RFPBox 17a: Offeror Name, Address, Phone, and Tax ID/EIN numberBox 17b if applicableBox 30 a, b, c: signature and datePart 4, EN Proposal documentation requirements, pages Page 61, bring out highlighter!This is where the RFP begins- what you will have to submitSSA wants to award the contract- if not it is due to the information not filled out properly. Make sure you have all your ducks in a row.Filling out the same info all over again, different departmentsSection 1: page 61-63Page 61 gives directions to complete the form 1449 on page 62Make sure you sign the form- this is will be your cover sheetGo over boxes to complete on 1449PLEASE NOTE: Your EIN number- or the Taxpayer Identification Number (TIN)- must match the name provided in block 17a of Standard Form 1449Will see info asked for repeatedly, different sections, b/c SSA give to different departments w/in contracts office
18Section 2: EN Information Sheet (pgs 64-66) Ticket To WorkSection 2: EN Information Sheet (pgs 64-66)April 1, 2017SECTION 2: EN INFORMATION SHEETA. OFFEROR’S NAME (name of organization/entity submitting proposal):B. NAME OF EMPLOYMENT NETWORK (if different from item A above):C. EN’S EMPLOYER IDENTIFICATION NUMBER (EIN):EN’S DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER & CCR Registration: DUNS must be issued in the Offeror’s Name shown in Item A and this DUNS number must be registered on CCR.GOVADDRESS (no post office boxes): Physical location where EN services will be providedF. MAILING ADDRESS (if different from above. May be post office box.):Section 2, 64-76Describes who you are, name of EN, services provided, how you will be listen on the website.Section 2: EN Information Sheet is for the EN's listing in the directory. For each physical location providing services, the EN Offeror will complete an addendum.
19Section 2 continued (pgs 66-67) Ticket To WorkSection 2 continued (pgs 66-67)April 1, 2017LOCATION OF SERVICES: If EN services provided at other locations, and EN wishes to list on the Ticket to Work EN Directory, please fill in the Information Sheet — Addendum EACH additional location. (The Addendum will be focused on in a future slide 75 pg.)H. EN DIRECTORY CONTACT INFORMATION: to be listed on the EN Directory; do have the option of not appearing in directoryI. OTHER EN CONTACTS: If different contact for other program/contract inquiries list herePart G: Where your services will be offered. If more, you want to list.Remember: if you have more than one service area (One Stops) you will need to complete the EN RFP Addendum each additional location that you wish to be listed in the EN DirectoryPart G, B- if yes to other locations but no addendum, please insert statement such as I will be seeing clients in various locations).
20Section 2 continued (pgs 67-68) J. SERVICE AREA: Please check one only. This will be listed in the online EN Directory and you may be contacted by beneficiaries living in the service area you designate.[ ] National (serving all states and U.S. Territories)[ ] Multi-State (list all states you will serve using the 2-letter state abbreviation)[ ] Single State (list the state using the 2-letter state abbreviation)K. CORPORATE STATUS (check all that apply)Business Consortium/AssociationCorporation engaged in the billing/collection of payments for medical and healthcare servicesCorporation providing medical and health care servicesOther corporate entityNot a corporate entityPartnershipSole proprietorshipPublic entityFor ProfitNon-Profit
21Section 2 continued (pgs 69-73) Ticket To WorkSection 2 continued (pgs 69-73)April 1, 2017L. TYPE OF ORGANIZATIONM. PREFERRED IMPAIRMENT GROUPS SERVEDN. SERVICES OFFEREDO. EN PAYMENT SYSTEM ELECTION: Reference Part II, Section 11of RFPP. EN QUALIFICATIONS REQUIREMENTS: Reference Part II, Section 1, of RFPQ. INDEMNIFICATION AND LIABILITY INSURANCE:R. SIGNATORY AUTHORITY : Only the EN official authorized to request contract changesPart Q: Liability insurance 500,000 per occurrence, required.Medical is only required if you are providing medical services.A copy of the insurance policy or a certificate of insurance signed by the agent or broker is necessary before an EN contract can be awarded.Note: reflect the name and address of the insured (EN). Please provide documentation from your insurance carrier that the coverage includes your business and the locations/business activities are locatedYour EN name must be on your Insurance policy. SSA does not require that the EN name be the only name on the policy.Part R: Who will be the Contract Officer? Authorized to make changes in the contract
22Section 3: Addendum (pg 75) Ticket To WorkSection 3: Addendum (pg 75)April 1, 2017One Addendum for each additional service locationEach location will be listed separately in the EN directoryIf you want to work as a group of PROS service providers this form will also be usedSection 3, Info Sheet Addendum, page 74:Completed for additional locationsBlurb on EN directory after award use EN Contract Change Form .
23Section 4: Payment Form ACH (pg 77) Ticket To WorkSection 4: Payment Form ACH (pg 77)April 1, 2017Electronic Transfer FormRequired, allows for electronic payment of Ticket funds to EN business accountEN name must be on the accountComplete only Payee/Company Information Box and the Financial Institution BoxMust be signed by the BankSection 4: ACH Vendor Form- to get $ in your bank, must be complete with financial institution, take a look at form on page 31, Payee/Company and Financial Institution Info sections are to be completed then signature at bottom by BankYour EN name must be on the direct deposit bank account used for EN payments. It is not required to be the only name on the account.
24Ticket To WorkSection 5 (pgs )April 1, 2017If active online, listed in ORCA. Complete only paragraph (b) if completed annual reps and certs online- Print out showing the ORCA registration is active and complete.If Reps and Certs not completed online complete paragraphs (c) through (m) where applicable.Comply with EEOC that you are a service provider- defines what type of organization you are, and you are a legitimate organization.You will need to complete paragraphs C thru J in this section and submit with the rest of your RFP packageSuggest giving to this to business manager and check boxes that applyThis takes care of the required section of the RFP that needs to be completed and submitted.Page 62: PART V – SOLICITATION PROVISIONS-internal review only- highlights government award process, timeframe for awards and submitting corrections deem to be made by the EN Contracts TeamThat’s it! So before we get to questions… lets review what is to be submitted to SSA EN Contracts Team, your RFP should include (refer to RFP checklist):Part III, EN Proposal Documentation Requirements: Section 1 thru Section 5Including copies of Certifications, Insurance documentation, additional service location addendums, etcDON’T FORGET CCR PROFILE: please go to ccr.gov and complete the federal contract registration.Anyone (sole proprietors, corporations, partnerships and governmental organizations) desiring to do business with the federal government must register in CCR.Go to website for help deskQ&A sessionFinal notes and reminders…most ENs will send RFP within 2 weeks of this application walk thru call
25Q & A To UN-MUTE yourself, press # 6 After presenting your question/ comment, please MUTE your self by pressing * 6
26Additional Assistance with the RFP Ticket To WorkTicket To WorkAdditional Assistance with the RFPApril 1, 2017April 1, 2017Contact CESSI, the Program Manager for Recruitmentand Outreach, at or contact me directly atx 201 or by atPlease call or me when you startyour application or have questionsRemember: hold off on signing your optionalform 306 until the rest of your application iscomplete.For more information on the Ticket to Work Program:> Visit SSA’s Work Site at:> Visit CESSI’s web site at:> Visit ChooseWork site at:> Visit the Maximus web site at:26
272010 Ticket-to-Work Training and TA Series for MH Providers April 1, 20172010 Ticket-to-Work Training and TA Series for MH ProvidersTicket 101: Integrating Ticket to Maximize PROS’ Employment Outcomes Ticket 201: Employment Network Application Walk-Through WebinarsThese webinars organized by CESSI and NYAPRS will review the Request for Proposal and application requirements. The next session will be on:October 14th, 2:00 – 3:30pm Register here: Ticket 301: Operating an Employment NetworkFour one-day regional trainings will be held this fall to assist with operating Employment Networks. Locations: NYC, Buffalo, Long Island and Albany areas (Dates TBD).
282010 Ticket-to-Work Training and TA Series for MH Providers EN Application Walk Through at the NYAPRS ConferenceDavid Jones (CESSI) will hold a Walk Through during the NYAPRS Conference (Sept 22nd-24th) for those interested in small groups/one-on-one support to complete the Employment Network RFP.In addition, members of NYAPRS’ Ticket to Work training and technical assistance team will be available to provide further information around the New Ticket-to-Work Program (eg: clarification of Ticket basics, questions about billing and payment systems and braided funding options for PROS).Please contact Mira Bowin if you have any interest in this support at Individualized Technical AssistanceNYAPRS, NYMWP and CESSI staff are available to provide individualized TA in becoming and operating an EN. Contact Oscar Jimenez or Mira Bowin at: or to access these services.
29Additional Help Is Available Ticket To WorkTicket To WorkAdditional Help Is AvailableApril 1, 2017April 1, 2017Questions about future trainings and TA?For questions about future trainings regarding TTW and requests for individualized TA for PROS programs:Oscar Jimenez, MPHNYAPRS Director of Community and Economic Development, ext. 21Mira BowinNYAPRS Employment and Economic Self-sufficiencyCoordinator, ext. 1829