The NEW Ticket To Work New Program, New Opportunities

1. The NEWTicket To WorkNew Program, New Opportunities EN APPLICATION WEBINAR

2. Presenters David A. Jones Account Manager Specializing in Mental Health CESSI, Program Manager for Recruitment and Outreach Oscar Jimenez, MPH, NYAPRS Mira Bowin, NYAPRS

3. How to participate in the webinar Mute/ un-mute • All attendees will be automatically muted during webinar • During Q & A you may un-mute yourself by pressing: # 6 • To mute yourself: * 6 (star and then the number 6) Sending questions via chat function: Go to upper left corner to “attendees.” Look for Mira Bowin or Oscar Jimenez by scrolling down. Right click and chat with Mira or Oscar…. to send questions or technical issues Technical problems? Call (518) 436-0008 and ask for Kizzi Casale

4. 2010 Ticket-to-Work Training and TA Series for MH Providers Ticket 101: Integrating Ticket to Maximize PROS’ Employment Outcomes Ticket 201: Employment Network Application Walk-Through Webinars These 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: http://www.surveymonkey.com/s/NYAPRS-CESSI-Application-walk-thru-webinar-8-13-10 Ticket 301: Operating an Employment Network Four 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).

5. 2010 Ticket-to-Work Training and TA Series for MH Providers • EN Application Walk Through at the NYAPRS Conference David 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 mirab@nyaprs.org. • Individualized Technical Assistance NYAPRS, NYMWP and CESSI staff are available to provide individualized TA in becoming and operating an EN. Contact Oscar Jimenez or Mira Bowin at: oscarj@nyaprs.org or mirab@nyaprs.org to access these services.

6. More Info • This presentation will focus on the most crucial parts of the EN application • Q & A at end of presentation http://www.cessi.net/ttw/resources.html

7. Part II, Statement of Work- Section 1(pgs 6-7) • Describes basic and specific requirements • List items to submit as proof of EN qualifications: VESID, CARF, ICCD • Business Plan (include PROS, if applicable) • Highlights entities precluded from becoming an EN

8. How the Ticket WorksPart II, Section 2 EN & Beneficiary Connect EN & Beneficiary Negotiate a Plan (IWP) Beneficiary Assigns Ticket EN Submits Payment Request to Maximus & Gets Paid (30 days +/-) EN Provides Services & Supports to Complete Negotiated IWP Beneficiary Goes to Work & EN Collects Evidence of Earnings

9. Section 3 : Individual Work Plan (pgs 9 -12) • Mutual Agreement • Outlines services to be provided • Sharing of wage data • How to resolve disputes • Supports available • Can use an equivalent plan already in use

10. Part II, Section 4- EN and VR(pg 12) Partnership Plus • Encourages partnerships between VR agencies and ENs • Expands the scope of services available to beneficiaries Visit the online toolkit for more information: http://partnershipplus.cessi.net/

11. Partnership 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 vendor • Partnership 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.

12. Part II, Section 10 (pgs 18,19) Reporting Requirements • EN Responsibilities adhered to • IWP signed, in file • Agreements submitted • Documentation of Ticket assignments and terminations • Responding to MAXIMUS inquiries

13. Part 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 Options • Milestone Outcome • Outcome

14. Part II, Section 11ERequesting EN Payments (pg 23) An EN bills MAXIMUS as the beneficiaries they are serving attain designated Milestones and Outcomes as they move towards self-supporting employment ENs have 3 options for submitting for payments • Evidentiary • Certification • Auto Pay (Outcome payments only)

15. Part II, Section 12(pg 25) Compliance - Abide by all requirements terms of contract • Comply with federal regulations • Agree to cooperate with SSA, Operations Support Manager (MAXIMUS) • EN subcontractors meets all requirements in Part II, Section 1 and 6

16. Requesting Suitability Clearance(pgs 39-41) Two levels of clearance: Level 1 is for ALL EN employees who will be acquiring, handling, or have access to PII • Must complete Form 306 Level 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 85 • FD 258 finger print chart is required

17. Part IV EN Proposal Documentation Requirements (pgs 62-64) EN Application Begins Here! Form 1449 will be page 1 of EN RFP • Box 17a: Offeror Name, Address, Phone, and Tax ID/EIN number • Box 17b if applicable • Box 30 a, b, c: signature and date

18. Section 2: EN Information Sheet(pgs 64-66) SECTION 2: EN INFORMATION SHEET A. 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.GOV • ADDRESS (no post office boxes): Physical location where EN services will be provided F. MAILING ADDRESS (if different from above. May be post office box.):

19. Section 2 continued(pgs 66-67) • LOCATION 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 directory I. OTHER EN CONTACTS: If different contact for other program/contract inquiries list here

20. Section 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/Association • Corporation engaged in the billing/collection of payments for medical and healthcare services • Corporation providing medical and health care services • Other corporate entity • Not a corporate entity • Partnership • Sole proprietorship • Public entity • For Profit • Non-Profit

21. Section 2 continued(pgs 69-73) L. TYPE OF ORGANIZATION M. PREFERRED IMPAIRMENT GROUPS SERVED N. SERVICES OFFERED O. EN PAYMENT SYSTEM ELECTION: Reference Part II, Section 11of RFP P. EN QUALIFICATIONS REQUIREMENTS: Reference Part II, Section 1, of RFP Q. INDEMNIFICATION AND LIABILITY INSURANCE: R. SIGNATORY AUTHORITY : Only the EN official authorized to request contract changes

22. Section 3: Addendum(pg 75) • One Addendum for each additional service location • Each location will be listed separately in the EN directory • If you want to work as a group of PROS service providers this form will also be used

23. Section 4: Payment Form ACH (pg 77) • Electronic Transfer Form • Required, allows for electronic payment of Ticket funds to EN business account • EN name must be on the account • Complete only Payee/Company Information Box and the Financial Institution Box • Must be signed by the Bank

24. Section 5(pgs 78 -94) • If active online, listed in ORCA. Complete only paragraph (b) if completed annual reps and certs online- http://orca.bpn.gov Print out showing the ORCA registration is active and complete. • If Reps and Certs not completed online complete paragraphs (c) through (m) where applicable.

25. Q & A To UN-MUTE yourself, press # 6 After presenting your question/ comment, please MUTE your self by pressing * 6

26. Additional Assistance with the RFP Contact CESSI, the Program Manager for Recruitment and Outreach, at 1-877-743-8237 or contact me directly at 703 448 6155 x 201 or by email at djones@cessi.net Please call or email me when you start your application or have questions Remember: hold off on signing your optional form 306 until the rest of your application is complete. For more information on the Ticket to Work Program: > Visit SSA’s Work Site at: www.socialsecurity.gov/work > Visit CESSI’s web site at: www.cessi.net/ttw/ > Visit ChooseWork site at: www.choosework.net > Visit the Maximus web site at: www.yourtickettowork.com

27. 2010 Ticket-to-Work Training and TA Series for MH Providers Ticket 101: Integrating Ticket to Maximize PROS’ Employment Outcomes Ticket 201: Employment Network Application Walk-Through Webinars These 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: http://www.surveymonkey.com/s/NYAPRS-CESSI-Application-walk-thru-webinar-8-13-10 Ticket 301: Operating an Employment Network Four 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).

28. 2010 Ticket-to-Work Training and TA Series for MH Providers • EN Application Walk Through at the NYAPRS Conference David 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 mirab@nyaprs.org. • Individualized Technical Assistance NYAPRS, NYMWP and CESSI staff are available to provide individualized TA in becoming and operating an EN. Contact Oscar Jimenez or Mira Bowin at: oscarj@nyaprs.org or mirab@nyaprs.org to access these services.

29. Additional Help Is Available Questions about future trainings and TA?