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

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

Suitability Clearance

All ENs, including Workforce ENs, must obtain suitability clearance prior to participating in Ticket operations: o Personally Identifiable Information (PII) o The Interactive Voice Response (IVR) system o The Secure Provider Portal (Portal) For more information on completing the Suitability process please go to the following link: o

eProcesses

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

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

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.

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. o 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.

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

Submitting eTicket Assignment in the Portal For detailed instructions, view the ‘How to Use Upload Batch Files’ resource sheet available at: ry1.pdf

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

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

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: o 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

How ePay is Processed (cont.) U.S. Treasury releases payment via Automated Clearing House (ACH) to the ENs designated bank account o 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 15 EN Bank AccountU.S. Treasury Payments Approved by SSA

How to Track Payments EN Payment Status Report (ENPSR) The ENPSR is available in the Portal o Last 365 days o Filters o Export to Excel o 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 16

ENPSR in the Portal For instructions on how use the ENPSR, view the ‘How to View the EN Payment Status Report (ENPSR)’resource sheet.

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

QBER in the Portal

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

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 21

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: 1.Evidentiary evidence of earnings is provided 2.Wait until one month after ePay is processed 22

Contact Us General Inquiries: Workforce Inquiries: For payment information/inquiries: For Portal or IVR support: For the Payments Help Desk and technical support for the Portal or IVR, call , from 9 a.m. – 6 p.m., Monday – Friday, and select option 2. 23