© 2003 By Default! A Free sample background from Slide 1 Milestone Payment System Orientation Office of Community Services May 22, 2007

© 2003 By Default! A Free sample background from Slide 2 Agenda 1. Introduction 2. Getting Started 3. Milestone Payment System 4. Milestone Achievement Form 5. Reporting Requirements

© 2003 By Default! A Free sample background from Slide 3 Getting Started  www4.hawaii.gov/spoh/  Chapter 103F HRS  HAR (Title 3, Ch. 140 – 149)  Tax Clearance  Liability Insurance  www4.hawaii.gov/spoh/  Chapter 103F HRS  HAR (Title 3, Ch. 140 – 149)  Tax Clearance  Liability Insurance

© 2003 By Default! A Free sample background from Slide 4

© 2003 By Default! A Free sample background from Slide 5 Milestone Payment System Low Income MilestoneClientHighlyChallengedDisabled1 Outreach, Intake, Assessment & ISP Employment Preparation Job Placement (5 days) Job Support (90 days) Job Maintenance (180 days) Job Retention (365 days) totals$3800$4800$6300

© 2003 By Default! A Free sample background from Slide 6 Milestone Payment System ImmigrantMilestoneClient Highly Challenged 1 Outreach, Intake, Assessment & ISP Employment Preparation  One-on-one sessions  Curriculum-based training Job Placement (5 days) Job Support (90 days) Job Maintenance (180 days) Job Retention (365 days) total $3800 or $4100 $4800 or $5100

© 2003 By Default! A Free sample background from Slide 7  Target population informed of services  Clients are screened for eligibility  After screening eligible clients enrolled  Formal assessment of KSA’s and barriers to employment  ISP developed and completed  Target population informed of services  Clients are screened for eligibility  After screening eligible clients enrolled  Formal assessment of KSA’s and barriers to employment  ISP developed and completed Milestone 1 Outreach, Intake Assessment & Individual Service Planning

© 2003 By Default! A Free sample background from Slide 8 Minimum Requirements:  Verification of income eligibility 150 % Federal Poverty Guidelines  Consent Form signed by client  Formal Client Assessment  Highly Challenged Checklist (if applicable)  ISP signed by client Minimum Requirements:  Verification of income eligibility 150 % Federal Poverty Guidelines  Consent Form signed by client  Formal Client Assessment  Highly Challenged Checklist (if applicable)  ISP signed by client Milestone 1 Outreach, Intake Assessment & Individual Service Planning

© 2003 By Default! A Free sample background from Slide 9 Highly Challenged Checklist

© 2003 By Default! A Free sample background from Slide 10  The participant is adequately prepared for the demands/stresses of work.  To seek and apply for gainful employment and is ready to enter and participate in the workforce  The participant is adequately prepared for the demands/stresses of work.  To seek and apply for gainful employment and is ready to enter and participate in the workforce Milestone 2 Employment Preparation / Job Development

© 2003 By Default! A Free sample background from Slide 11 Milestone 2 Employment Preparation / Job Development Minimum Requirements: For one-on-one services  10 hours of employment preparation and job development  Summary listing of services provided Minimum Requirements: For one-on-one services  10 hours of employment preparation and job development  Summary listing of services provided

© 2003 By Default! A Free sample background from Slide 12 Milestone 2 Employment Preparation / Job Development Minimum Requirements: For curriculum-based training  20 hours of employment preparation and job development  Program syllabus and an attendance sheet or certificate of completion Minimum Requirements: For curriculum-based training  20 hours of employment preparation and job development  Program syllabus and an attendance sheet or certificate of completion

© 2003 By Default! A Free sample background from Slide 13 The Client is:  Successfully working in a job that matches his/her goal.  In permanent employment totaling a minimum of 20 hours / week.  Currently employed the participant obtains 20 + hours of employment or 50% increase in wages The Client is:  Successfully working in a job that matches his/her goal.  In permanent employment totaling a minimum of 20 hours / week.  Currently employed the participant obtains 20 + hours of employment or 50% increase in wages Milestone 3 Job Placement

© 2003 By Default! A Free sample background from Slide 14 Minimum Requirements: Employment Summary  Name of Employer  Job Title  Employment Start Date  Hours/Week  Hourly Rate Minimum Requirements: Employment Summary  Name of Employer  Job Title  Employment Start Date  Hours/Week  Hourly Rate Milestone 3 Job Placement

© 2003 By Default! A Free sample background from Slide 15 The participant has been employed for ninety (90) days within a one hundred thirty-five (135) day period from the confirmed job placement date Milestone 4 Job Support

© 2003 By Default! A Free sample background from Slide 16 Minimum Requirements:  A minimum of one documented contact per month; and  Copy of paycheck; or  Employer verification in writing Minimum Requirements:  A minimum of one documented contact per month; and  Copy of paycheck; or  Employer verification in writing Milestone 4 Job Support

© 2003 By Default! A Free sample background from Slide 17 The participant has been employed for one hundred eighty (180) days within a two hundred seventy (270) day period from the confirmed job placement date Milestone 5 Job Maintenance

© 2003 By Default! A Free sample background from Slide 18 Minimum Requirements:  A minimum of one documented contact per month; and  Copy of paycheck; or  Employers verification in writing Minimum Requirements:  A minimum of one documented contact per month; and  Copy of paycheck; or  Employers verification in writing Milestone 5 Job Maintenance

© 2003 By Default! A Free sample background from Slide 19 The participant has been employed for three hundred sixty- five (365) days within a four hundred fifty-five (455) day period from the confirmed job placement date Milestone 6 Job Retention

© 2003 By Default! A Free sample background from Slide 20 Minimum Requirements:  A minimum of one documented contact per month; and  Copy of paycheck; or  Employer verification in writing Minimum Requirements:  A minimum of one documented contact per month; and  Copy of paycheck; or  Employer verification in writing Milestone 6 Job Retention

© 2003 By Default! A Free sample background from Slide 21 Instructions for the Milestone Achievement Form  General: Provider should ensure that it uses the appropriate version(s) of the MAF.  Period Covered This Report: Indicate period by calendar month.  Client Name / Client No.: List all clients either by name or identification number/code.  Status: Indicate whether client is currently Active (“A”) or Inactive (“I”) in the program.  General: Provider should ensure that it uses the appropriate version(s) of the MAF.  Period Covered This Report: Indicate period by calendar month.  Client Name / Client No.: List all clients either by name or identification number/code.  Status: Indicate whether client is currently Active (“A”) or Inactive (“I”) in the program.

© 2003 By Default! A Free sample background from Slide 22 Break 10 Minutes

© 2003 By Default! A Free sample background from Slide 23 Instructions for the Milestone Achievement Form  Carryover: Indicate with “X” whether client is being carried over from previous program year.  Completion Date: Enter the date the client completed the Milestone requirements.  To Pay: Indicate with “X” if requesting payment for client’s Milestone completion with this report.  Carryover: Indicate with “X” whether client is being carried over from previous program year.  Completion Date: Enter the date the client completed the Milestone requirements.  To Pay: Indicate with “X” if requesting payment for client’s Milestone completion with this report.

© 2003 By Default! A Free sample background from Slide 24 Instructions for the Milestone Achievement Form  Prev. Reqst’d (Previously Requested): Indicate with “X” whether payment was previously requested. Mark as “previously requested”, whether actual payment received or not.  Sub-Total/Total Amount Requested: The total amount currently requested to pay is automatically calculated for each client category form.  Prev. Reqst’d (Previously Requested): Indicate with “X” whether payment was previously requested. Mark as “previously requested”, whether actual payment received or not.  Sub-Total/Total Amount Requested: The total amount currently requested to pay is automatically calculated for each client category form.

© 2003 By Default! A Free sample background from Slide 25 Instructions for the Milestone Achievement Form  The totals from each of the applicable client category forms (Regular Clients, Highly Challenged, Developmentally Disabled) should be added and recorded on OCS Form 300, Line 8(b)(5).  Certification: Sign and date certification statement.  The totals from each of the applicable client category forms (Regular Clients, Highly Challenged, Developmentally Disabled) should be added and recorded on OCS Form 300, Line 8(b)(5).  Certification: Sign and date certification statement.

© 2003 By Default! A Free sample background from Slide 26 Milestone Achievement Form

© 2003 By Default! A Free sample background from Slide 27 Milestone Achievement Form

© 2003 By Default! A Free sample background from Slide 28 Milestone Achievement Form

© 2003 By Default! A Free sample background from Slide 29 Milestone Achievement Form

© 2003 By Default! A Free sample background from Slide 30 Carryover Client Roster

© 2003 By Default! A Free sample background from Slide 31 Reporting Requirements  Form 320 Milestone Achievement Form  Form 300 Cash Request  Form 310 Expenditure Report  TANF / Title XX Listings (ECS-LIP)  Program Progress Reports

© 2003 By Default! A Free sample background from Slide 32 Reporting Requirements  Form Initial Advance (1/8 of total contract amount) - July 30, 2007  MAF and Form twenty (20) days after end of month  TANF/Title XX listings - twenty (20) days after end of month Deadlines

© 2003 By Default! A Free sample background from Slide 33 Reporting Requirements Deadlines  Form thirty (30) days after end of quarter; final report sixty (60) days after end of contract period  Program Progress Report - thirty (30) days after end of quarter; final report sixty (60) days after end of contract period

© 2003 By Default! A Free sample background from Slide 34 Client Tracking Software A software solution that goes hand in hand with your information needs. A Single Centralized Client Intake handles all your clients and all your programs. A 'Built-in' tally sheet maintains all the necessary demographic information that go on your month-end un-duplicated count report Automated Client Income eligibility determination to all services. Track services provided to client in the current program year and also in previous program years.

© 2003 By Default! A Free sample background from Slide 35 Questions?