1. Ticket Assignment Operations Support Manager Social Security’s Ticket to Work program July 2015

2. This Training Should Help You Save time in managing your cases Process your documents more quickly Reduce document errors Develop a better system for assigning Tickets 2

3. Objectives Describe the process of checking for assignability using the Ticket Portal. Discuss the process of determining a match between a service provider and beneficiary. Detail batch and individual Ticket assignment. Identify the steps to follow up on files you have uploaded. Describe the process of checking to confirm that a Ticket has been assigned. Detail the manual process used if not using the Ticket Portal. 3

4. Ticket Assignment Process 4 Determine Eligibility Complete IWP or IPE Assign Ticket or Open Case Check Processing File Upload or Fax Check Assignment

5. Step 1: Determining Eligibility Determine Eligibility Complete IWP or IPE Assign Ticket or Open Case Check Processing File Upload or Fax Check Assignment

6. Meeting with the service provider Assessment: Do the services you offer match the beneficiary’s needs? Does the beneficiary have previous work history? Is the beneficiary likely to make it to Trial Work Level (TWL) or Substantial Gainful Activity (SGA)? Does the beneficiary desire to become financially independent? What is the skill and education level of beneficiary? Does the beneficiary have a history of prior earnings? Identify: Limitations Past employment issues Strengths and competencies Fears Housing Childcare Medication Transportation 6

7. Checking Ticket Assignability Confirm that the beneficiary’s Ticket is not already assigned. o Log into the Ticket Portal o Select ‘Ticket Assignability by SSN’ from the Main Menu o Enter the beneficiary’s Social Security Number and click ‘Submit’ 7

8. Step 2: Complete IWP or IPE Determine Eligibility Complete IWP or IPE Assign Ticket or Open Case Check Processing File Upload or Fax Check Assignment

9. Completing an Individual Work Plan (IWP) 9

10. Retrieving the IWP 1. 2. 10

11. Retrieving the IWP (continued) 3. 11

12. Step 3: Assign Ticket or Open Case Determine Eligibility Complete IWP or IPE Assign Ticket or Open Case Check Processing File Upload or Fax Check Assignment

13. Example of Opening/Closing a VR case Data in File 123-45-6789,07/01/2012,,,12345 234-56-7890,,01/01/2010,,23456 SSNIPE DateUnassignment DateClosureUnique Identifier 123-45-678907/01/201212345 234-56-789001/01/2010Y23456 13

14. Manual Processes 14

15. Assigning a Ticket - Options 15 FunctionActionTurnaround Time Single Ticket Assignment – Ticket PortalEnter SSN, Full Name, and Date< 1 minute Batch Ticket Assignment – Ticket PortalUpload.csv file< 1 minute Single Ticket Assignment – Manual ProcessFax IWP or IPE7 days from receipt Batch Ticket Assignment – Manual ProcessUpload to Move IT for a limited time 7 days from receipt

16. Step 4: Check Processing of File Upload or Fax Determine Eligibility Complete IWP or IPE Assign Ticket or Open Case Check Processing File Upload or Fax Check Assignment

17. Step 5: Check Assignment Determine Eligibility Complete IWP or IPE Assign Ticket or Open Case Check Processing File Upload or Fax Check Assignment

18. Manual Process Seven business days to process – IWP, TAR After seven business days, send OSM a fax to check the Ticket status – three day turnaround for research 18

19. Unassign a Ticket or Close a Case 19

20. Manual Process Fax Letter to OSM – 703.893.4020 o DUNS Number o Beneficiary Name o Beneficiary Social Security Number o Statement to indicate unassignment request 20

21. Questions 21