All EN Payments Call

1. Ticket Program Manager | Tuesday, July 25, 2017 Social Security’s Ticket to Work Program Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 All EN Payments Call

2. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Agenda • Welcome • Announcements • E-PAY Status Update • Requirements for assigning a Ticket • (Use of the Ticket Portal) • Payment Requests • Effect of Ticket Unassignments on EN Payments • Split Payment • Terminated ENs • Rules that apply to EN payments when an EN’s TPA is terminated: Convenience vs. Cause • Ticket program available resources

3. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Announcements • E-Pay Status View “Announcement” Screen in the Portal • TPA GOV delivery announcement • TPA Agreement deadline • Training: TPM/SSA training session results

4. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 E-PAY Status Update • Our Current E-PAY File processing ended on 07/10/17 • Total claims paid: 27,480 • Total SSNs paid: 8,075 • Total amount paid: $18,049,747 • REMINDER 1: You may submit your payment request through the Ticket Portal instead of waiting for the E-PAY process to run. • REMINDER 2: Please ensure that your EN Payment contact information is current. We email the EN Payment Contact for payment outreach messages and confirmation of possible split payments. • REMINDER 3: When submitting information to ENST about payments, please annotate your EN Contact Information for Payments. To add a payment contact please send a request to enservice@ssa.govand specify the name of the person and indicate the title you want them to have. All payments contacts must have completed suitability.

5. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Requirements for Assigning a Ticket: Use of the Ticket Portal

6. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Requirements for Assigning a Ticket: Use of the Ticket Portal • All ENs are required to submit Ticket assignment requests through the Ticket Portal. Social Security will reject any Ticket assignment requests that are not submitted through the Portal with the exception of new ENs. • New ENs are required to follow the process as detailed in the new TPA, Section 4; paragraph D submitting an IWP. • This requirement is part of the new TPA and will enable you to check Ticket assignability, submit Ticket assignments and unassignments • EN employees shall not be given access to the Ticket Portal without security clearance and completing Ticket Portal training.

7. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Payment Requests

8. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Rules Associated with Mandatory Requirement to Submit Payment Requests via the Ticket Portal • Starting September 1, 2017 all ENs are required to submit payment requests through the Ticket Portal. • Social Security will reject any payment requests that are not submitted via the Ticket Portal except under limited circumstances (e.g., Ticket Portal will exclude all Phase 1 Milestone claims due to earnings that may actually be benefits). Currently an EN can only submit these excludedPhase 1 Milestone claims via fax or mail.

9. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Rules Associated with Mandatory Requirement to Submit Payment Requests via the Ticket Portal • ENs shall use the Ticket Portal for submitting evidentiary payment requests only. In such instances: • The EN shall enter the type and month of the request. • If earnings information exists in SSA systems, the EN does not need to submit evidence. However, whenever an EN has primary evidence of earnings, it would be helpful to submit it. • If earnings information does not exist in SSA systems, the EN shall submit primary evidence of earnings via the Portal FAX using the required FAX cover sheet generated in the Ticket Portal.

10. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Effect of Ticket Unassignments on Payments

11. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Conditions for Receipt of Payments • An EN shall be eligible for payment only for work milestones and outcomes achieved by Ticketholders beginning the month following the month the Ticket is assigned to the EN.

12. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Submitting Payment Requests • The EN shall send requests for either milestone or outcome payments, along with evidence of the Ticketholder’s work or earnings or other information as required, via the Ticket Portal. Access to the Ticket Portal is not available to terminated ENs.

13. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Submitting Payment Requests • If SSA has earnings information for a Ticketholder that justifies payment(s) to an EN, at its discretion, SSA may initiate the payment(s) in the absence of a payment request provided the EN has met the other requirements for payment. • An EN may track the status of payments requested through the Ticket Portal. The Ticket Portal will show a real time status of the requests from the date received by SSA through payment disbursement to the EN. • EN must submit documentation of services when requesting payment for Tickets unassigned by beneficiaries.

14. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Ticket Unassignments

15. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Ticket Unassignment Ticket Unassignment by EN • While an EN may unassign a Ticket at any time, doing so means that the EN is no longer providing services or ongoing employment support to the Ticketholder. • SSA will cease Ticket payments to the EN effective the month prior to the month of the unassigment.

16. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Ticket Unassignment Ticket Unassignment by Ticketholder • SSA may continue to pay the EN the full payment due for any claim months for which the Ticketholder’s earnings qualify the EN: • Up to 12 claims months within an 18 month period beginning with the unassignment month • subject to SSA’s evaluation of the ENs service contribution, • unless the Ticketholder reassigns the Ticket prior to completion of the 1 12-claim-month period. • Should the Ticketholder reassign the Ticket to another EN during the 12-claim-month period within the 18 months after unassignment, the former EN(s) may request split payments

17. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Ticket Unassignment Ticket Unassignment by SSA • SSA’s system may erroneously unassign a Ticket. Erroneous unassignments should not affect the EN’s payments. SSA will make the EN “whole” in such instances. • Ticket Unassignment by EN: • No payments are available to ENs after EN unassigns Tickets. • Last claim month available is the month prior to the Ticket assignment.

18. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Documentation of EN Services Provided • TPM will perform an outreach to the EN to provide verification concerning the services ENs provided the Ticketholders. • Documentation of services will be requested for the following: • EN submitted payment request for Tickets unassigned by beneficiary • Annual Audit

19. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Partnering with SVRA for Beneficiaries Success EN referrals to SVRAs • If an EN refers a Ticketholder to an SVRA without an agreement with the SVRA, the EN shall arrange for the beneficiary to make the Ticket available to the SVRA temporarily by unassigning the Ticket. If an EN disregards this protocol, SSA may withhold Phase 1 payments to the EN or implement improper payment procedures if payment was already made. • Failure to comply with these provisions may result in sanctions against the EN, including possible unassignment of the Ticket should the SVRA accept the Ticketholder for services.

20. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Split Payments

21. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Split Payments • If multiple ENs (or an SVRA functioning as an EN) serve the same Ticketholder due to change in Ticket assignment,upon request, an EN that previously had the Ticket assignment may be entitled to a portion of any future Ticket payments available to the EN based on Ticket assignment and unassignment rules. This is called a Split Payment.

22. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Split Payments • To be considered for a split payment, the former EN must have requested and/or received at least one payment during the 12-month period prior to the assignment of the Ticket to the new EN. • The TPM will base its decision on information provided by the EN through submission of a completed form SSA-1401 (EN Split Payment Request Form). This form is available from the TPM and may be used to document a written agreement previously prepared by the involved ENs. • TPM will issue the Split Payment Allocation/Determination Letter to notify ENs of the number of payments available after the EN COS Determination made. • ENs not satisfied with the TPM’s split payment determination may appeal the decision to SSA.

23. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 EN Terminations (Cause vs. Convenience)

24. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Terminated ENs Terminated for Convenience • EN shall be eligible for payment for work milestones and outcomes achieved by Ticketholders for the last full month prior to the month of expiration or termination. • A former EN shall have 90 days following the expiration or termination of its TPA for convenience to submit requests for payment. Such requests canonly be submitted via fax or mail and must be accompanied by primary evidence of the Ticketholder’s work and earnings.

25. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Terminated ENs Terminated for Cause • SSA may terminate an EN’s TPA due to cause. When an EN’s TPA is terminated for cause, • the EN may receive payments: • through the last full month prior to the month EN payments were suspended or the TPA was terminated, whichever is earliest, • submitted manually and accompanied by evidence of work and earnings, and • submitted no later than 30 days following the TPA termination .

26. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Ticket Program Available Resources

27. Ticket Program Available Resources • The Ticket Portal • Ticket to Work Home: https://yourtickettowork.com/web/ttw/home Information Center • Upcoming Events • Training • Resource Documents

28. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Ticket Portal Training and Resources • Ticket Portal Orientation self-paced module • A great way to get started • Highly recommended that you work your way through the simulation/module before you enter the Ticket Portal • Ticket Portal User Guide • A resource to have at your fingertips when using the Ticket Portal • The reference to consult before contacting us with a question • Information on how to access the Training and Resources site was included in the Welcome email you received with confirmation of your completed enrollment in the Ticket Portal.

29. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 EN Payments Help Desk • The preferred method of tracking the status of submitted payment requests is to use the Ticket Portal and take advantage of the real time updates. However, ENs also have the option to send manual payment status inquiries to the EN Payments Helpdesk at ENPaymentsHelpDesk@yourtickettowork.com, or call the toll free number 1.866.949.3687. • Email inquiries must be password-protected (encrypted) with the EN's personal identification number (PIN) that is on file with the TPM. Email inquiries must include the EN's DUNS#, beneficiary's SSN, and the claim month(s). ENs must allow five business days for a response. • ENs can also, obtain clarification on payment-related issues or explanations of how EN Payments staffs apply Ticket policy/procedures. EN Payments Help Desk staff performs the following tasks to assist ENs with payment-related issues: • Answer EN payment inquiries received through the Payments Help Desk phone line. • Submit requests to the EN Payments staff for payment reconsideration or for Payment Supervisor review of a payment issue. • Outreach to ENs to obtain payment-related documentation when EN Payments staff report missing or incomplete information from payment requests ENs submit.

30. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 TPM Phone & Email Resources • Technical Assistance • Monday thru Friday 9 a.m. – 5 p.m. EST • Toll Free: 1.866.949.3687/TDD: 1.866.833.2967 • Option 2: Payments Help Desk • Option 3: Systems Help Desk • Email: • enpaymentshelpdesk@yourtickettowork.com for payment issues • ensystemshelp@yourtickettowork.com for questions and issues related to Ticket assignment, the Service Provider Website, and the Ticket Portal.

31. Participant Dial-in: (888) 394-8218 | Conference ID: 759-9089 Questions?