Milestone Payment System Orientation

1. Milestone Payment SystemOrientation Office of Community Services May 22, 2007

2. Agenda 1. Introduction 2. Getting Started 3. Milestone Payment System 4. Milestone Achievement Form 5. Reporting Requirements

3. Getting Started • www4.hawaii.gov/spoh/ • Chapter 103F HRS • HAR (Title 3, Ch. 140 – 149) • Tax Clearance • Liability Insurance

4. http://vendors.ehawaii.gov/hce/splash/welcome.html

5. Milestone Payment System Low Income

6. Milestone Payment System Immigrant

7. Milestone 1Outreach, IntakeAssessment & Individual Service Planning • 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

8. Milestone 1 Outreach, IntakeAssessment & Individual Service Planning • Minimum Requirements: • Verification of income eligibility 150 % Federal Poverty Guidelines http://www.aspe.hhs.gov/poverty • Consent Form signed by client • Formal Client Assessment • Highly Challenged Checklist (if applicable) • ISP signed by client

9. Highly Challenged Checklist

10. Milestone 2Employment Preparation/ Job Development • 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

11. Milestone 2Employment Preparation/ Job Development • Minimum Requirements: • For one-on-one services • 10 hours of employment preparation and job development • Summary listing of services provided

12. Milestone 2Employment 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

13. Milestone 3Job Placement 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

14. Milestone 3Job Placement Minimum Requirements: Employment Summary • Name of Employer • Job Title • Employment Start Date • Hours/Week • Hourly Rate

15. Milestone 4Job Support The participant has been employed for ninety (90) days within a one hundred thirty-five (135) day period from the confirmed job placement date

16. Milestone 4Job Support Minimum Requirements: • A minimum of one documented contact per month; and • Copy of paycheck; or • Employer verification in writing

17. Milestone 5Job Maintenance 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

18. Milestone 5Job Maintenance Minimum Requirements: • A minimum of one documented contact per month; and • Copy of paycheck; or • Employers verification in writing

19. Milestone 6Job Retention 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

20. Milestone 6Job Retention Minimum Requirements: • A minimum of one documented contact per month; and • Copy of paycheck; or • Employer verification in writing

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.

22. Break 10 Minutes

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.

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.

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.

26. Milestone Achievement Form

27. Milestone Achievement Form

28. Milestone Achievement Form

29. Milestone Achievement Form

30. Carryover Client Roster

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

32. Reporting Requirements Deadlines • Form 300 - Initial Advance (1/8 of total contract amount) - July 30, 2007 • MAF and Form 300 - twenty (20) days after end of month • TANF/Title XX listings - twenty (20) days after end of month

33. Reporting Requirements Deadlines • Form 310 - 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

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.

35. Questions?