Ticket Operations for Workforce Employment Networks

1. Ticket Operations forWorkforce Employment Networks Wednesday, July 23, 2014 Alternate format available upon request for individuals with a disability

2. Training Objectives • Review suitability clearance requirements • Explain the functions of eProcesses

3. Suitability Clearance

4. Suitability Clearance • All ENs, including Workforce ENs, must obtain suitability clearance prior to participating in Ticket operations: • Personally Identifiable Information (PII) • The Interactive Voice Response (IVR) system • The Secure Provider Portal (Portal) • For more information on completing the Suitability process please go to the following link: • https://yourtickettowork.com/web/ttw/wm-completing-suitability

5. eProcesses

6. eProcess Enrollment • Effective July 1, 2014 • Workforce ENs no longer have to complete the Workforce eProcess Enrollment Form

7. eData Share: Checking Ticket Assignability • The purpose of eData Share is to check the Ticket assignability of current or new customers. • This task of can be completed in the Portal using the Ticket Assignability function • You can check one SSN at a time or up to 250 SSNs at a time

8. eData Share: Checking Ticket Assignability • For instructions on how to check Ticket assignability in the Portal, view the ‘How to view Batch Ticket Assignability’ resource sheet.https://yourtickettowork.com/documents/10404/568717/Batch_Ticket_Assignability1.pdf

9. eTicket Assignment • The purpose of eTicket Assignment is to assign multiple tickets at one time without having to submit each Individual Work Plan (IWP), Individualized Employment Plan (IEP) or Workforce IWP. • Individual Employment Plans (IEPs) prepared by one-stop delivery systems are acceptable in lieu of IWPs. • Must be submitted for approval to use the eTicket Assignment process.

10. eTicket Assignment Process • The Program Integrity Department at OSM must approve use of the eTicket Assignment process • Up to 10 IWPs must be reviewed • Must be available for audits • Processed in 3-5 business days and fall under the 90-Day Rule.

11. Submitting eTicket Assignment in the Portal • For detailed instructions, view the ‘How to Use Upload Batch Files’ resource sheet available at: https://yourtickettowork.com/documents/10404/568717/Batch_Upload_History1.pdf

12. ePay • Allows you to receive eligible payments automatically without having to collect proof of earnings. • Once an individual’s Ticket is assigned, the EN does not need to submit any payment request / earnings documentation. • ePay claims will be processed for all Workforce ENs starting in August 2014.

13. Payments • ePay includes all phases of payments • Phase 1 Milestones • Phase 2 Milestones • Outcomes

14. How ePay is Processed • OSM will search the previous eight quarters of wage records for qualifying earnings for processing payments on 2/20, 5/20, 8/20, 11/20. • Eligibility for payments are based on: • A quarter of earnings that are equal to or greater than • 3 x Trial Work Level (TWL); or • 3 x Substantial Gainful Activity (SGA) earnings thresholds Social Security identifies annually. Refer to Payment at a Glance chart. • OSM processes payments which meet eligibility criteria

15. How ePay is Processed (cont.) • U.S. Treasury releases payment via Automated Clearing House (ACH) to the ENs designated bank account • Payments are released within approximately ten business days after the claim has been processed for payment • It is important to maintain current bank account information on www.sam.gov

16. How to Track Payments EN Payment Status Report (ENPSR) • The ENPSR is available in the Portal • Last 365 days • Filters • Export to Excel • No denials for zero earnings Note: You will receive the Social Security Administration’s “Payment Processing Report” as a notification of payment electronically deposited You can also sign up to receive Internet Payment Platform (IPP) Notification https://www.ipp.gov/

17. ENPSRin the Portal For instructions on how use the ENPSR, view the ‘How to View the EN Payment Status Report (ENPSR)’resource sheet. https://yourtickettowork.com/documents/10404/568717/EN_PaymentStatusReport_6-24-14.pdf

18. How to Anticipate Payments Quarterly Beneficiary Earnings Report (QBER) • The QBER is available in the Portal • QBER is an alert • Shows indications of possible earnings • Updated quarterly • May include earnings prior to ticket assignment

19. QBER in the Portal

20. How to Anticipate Payments (cont.) 18 Month Prior Earnings Lookback Worksheet • ENs are not required to submit the 18 Month Prior Earnings Lookback Worksheet • The tool can help predict if Phase 1 Milestones 1-4 payments are eligible based on earnings prior to the first ticket assignment https://yourtickettowork.com/web/ttw/forms-page

21. Understanding Payments What can impact EN Payments? • Previous EN Ticket payments • Successful VR case closure • Earnings in the 18 Months prior to the first Ticket assignment

22. Understanding Payments (cont.) “If I know a Beneficiary is working above TWL or SGA, can I request a payment?” • A manual payment request can be submitted when two conditions are met: • Evidentiary evidence of earnings is provided • Wait until one month after ePay is processed

23. Contact Us • GeneralInquiries: ENOperations@yourtickettowork.com • Workforce Inquiries: workforce@yourtickettowork.com • For payment information/inquiries:   ENPaymentsHelpDesk@yourtickettowork.com • For Portal or IVR support: ENSystemsHelp@yourtickettowork.com • For the Payments Help Desk and technical support for the Portal or IVR, call 1.866.949.3687, from 9 a.m. – 6 p.m., Monday – Friday, and select option 2.