1. Effective Practices Webinar Series: “Stubs, Stats and Starts” Jennifer Radick, MS, CRC, Goodwill Keystone Area Elaine Trinkl, Goodwill Keystone Area September 11, 2014

2. Presenters Jennifer Radick, MS, CRC, Ticket to Work Program Manager Elaine Trinkl, Ticket to Work Administrative Assistant 2

3. Introduction Hi, I’m Jennifer Radick. o Ticket to Work Program Manager o Goodwill Keystone Area provides services in 22 Pennsylvania Counties, including urban, suburban and rural areas. Goodwill has been an Employment Network since 2004. It was not until 2009 when we hired someone to undertake growth of this program. Since then: o 303 Ticket to Work referrals, o 171 Tickets were assigned; there are currently 67 Active Tickets o 110 individuals were placed in employment o $184,834 in revenue 3

4. Objectives Maintenance of Ticket to Work caseload for each Employment Specialist within our 22 PA County Territory and ensure the efficient assignment of beneficiaries Collection of and verification of pay and paystubs (Stubs) Maintain the most current employment and employer information for each working beneficiary (Stats) Maintain the most current Placement and Retention Records (Starts) Proactive identification of potential Partnership Plus candidates 4

5. What is “Stubs, Stats and Starts”? Monthly Email Individualized to each Employment Specialist Only includes information specific for that Employment Specialist The Administrative Assistant for that region is included in the email for the purpose of cross-reference The Employment Services Manger is included for Supervision Purposes The information is used as a case management tool, cross- referenced against the master Ticket to Work caseload 5

6. “Stubs, Stats and Starts” Greeting 6 The email goes out monthly Individually written for each Employment Specialist Explains the purpose of the email and the information to follow Provides brief description of the Stubs, Stats and Starts

7. “Stubs, Stats and Starts” Greeting 7

8. “Stubs, Stats and Starts” Case Management 8 This is a great way to provide Program Management each month A master Tracking Sheet is kept on our encrypted drive Master Tracking Sheet is cross-referenced each month against the TTW/Maximus Portal The email serves as another way to cross-reference and maintain current and active caseloads This portion of the email is broken down into categories: Intake/IWP, Job Find, Job Support and Partnership Plus

9. “Stubs, Stats and Starts” Case Management 9

10. “Stubs, Stats and Starts” Stubs 10 In order to submit for Milestone and Outcome payments, we must also provide Verification of Pay for wages earned by the beneficiaries We explain this responsibility to the beneficiary from the onset of the Beneficiary-Employment Network Relationship When necessary, we will make every effort to assist the individuals in obtaining their paystubs so that they may: 1.Report their earnings to the Social Security Administration 2.Provide Verification of Pay for Employment Network 3.Receive assistance for the completion of the Timely Progress Review

11. “Stubs, Stats and Starts” Stubs 11

12. “Stubs, Stats and Starts” Stats 12 We utilize ETO: Efforts to Outcome for our data collection, case notes, demographics and reports. We want to ensure that our records are a reflection of the most current status for each individual We provide updates on regular benchmark intervals, whether there has been a change or not We also provide updates when we become aware of one including changes in demographics, emergency contacts, support staff, and employment (wage, hours, supervisor) and employer.

13. “Stubs, Stats and Starts” Stats 13

14. “Stubs, Stats and Starts” Starts 14 We track placements each month in ETO We understand that job placements are essential to assisting someone in reaching their Short-Term Goal We understand that retention is just as important, and that we must provide continued employment supports to assist someone in reaching their Long-Term Goal We have developed a Post-Employment Support Checklist in an effort to proactively identify any potential barrier(s) to job retention, and provide support and services to the individual to overcome said barrier(s)

15. “Stubs, Stats and Starts” Starts 15

16. Post-Employment Support Checklist 16

17. Post-Employment Support Checklist (cont.) 17

18. “Stubs, Stats and Starts” Partnership Plus 18 In an effort to proactively identify anyone that may be a potential Partnership Plus candidate We want to be able to provide the seamless support services that are available to the individual under Partnership Plus Agreement We have been working with our local Office of Vocational Rehabilitation (OVR) to carry out the agreement as written, and develop points of contact We have been presenting to these local OVR offices in an effort to work together on behalf of the beneficiary

19. “Stubs, Stats and Starts” Partnership Plus 19

20. “Stubs, Stats and Starts” Partnership Plus 20

21. Management of Ticket to Work across 22 Pennsylvania Counties 21

22. Management of Ticket to Work across 22 Pennsylvania Counties TEAMWORK!!! Ticket to Work Program Manager Ticket to Work Administrative Assistant Ticket to Work Regional Employment Specialists and Management Team Director of Mission Services, Northwestern Region 22

23. Ticket to Work Administrative Assistant Using ETO Database to gather caseload information o Begin to gather and verify information for the “Stubs, Stats and Starts” email Submitting Verification of Pay o Paystubs o Gross to Net Wage Summary (Internal Employees) Employee Wage Summary o Excel spreadsheet designed to calculate, based on the benefits (SSS/SSDI), when beneficiary has reached milestone earnings level o Portal also has a tool called the Monthly Earnings Estimator you can also use 23

24. Ticket to Work Administrative Assistant Using the Portal: o Submit Payment Request for beneficiaries who have reached milestone earnings o EN Payment Status Report can also identify those beneficiaries that require a Certification of Services Certification of Services (COS) o Typically utilize Employee Wage Summary excel spreadsheet to identify need to submit a COS o EN Payment Status Report used to cross-reference the need for a COS 24

25. Wrap-Up From the onset of the Ticket to Work relationship, responsibilities are identified for each party: o Employment Specialists o Beneficiary o Program Management Team 25

26. Ticket to Work Responsibilities Employment Specialists o Provide job readiness development, placement services, job coaching and support, job retention and career advancement o Connection to Work Incentives Benefits Counseling o Assistance, as needed, with reporting earnings to Social Security o Job Accommodation planning, when needed o MINIMUM monthly contact with each beneficiary, to provide services and supports, and proactively identify any potential barrier(s) o Continuing Employment Support and encouragement to reach short-term goal, while planning steps to reach long-term goal o Make efforts to assist individual to make Timely Progress 26

27. Ticket to Work Responsibilities Beneficiary o MINIMUM Monthly contact with Employment Specialist o Work PROACTIVLEY with Employment Specialist to obtain Short-Term Employment Goal o Report earnings to Social Security o Provide Verification of Pay to Employment Specialist o Continue to work with Employment Specialist to maintain position, and work towards Long-Term Employment Goal o Work towards Timely Progress each year o Report any changes in your work status to Social Security and notify Employment Specialist 27

28. Ticket to Work Responsibilities Ticket to Work Program Management Team Screening Referrals Manage Ticket to Work Caseload Serves as resource to Employment Specialists Use “Stubs, Stats and Starts” email as a tool for both program and case management, and billing Use ETO as tool to collect/Report data Use Portal for program management and case management and to submit Payment Requests Provide training to Employment Specialist Provide ongoing Outreach including Ticket to Work and Partnership Presentations in communities of the 22 PA County service area 28

29. Handouts “Stubs, Stats and Starts” email in Word Document Employee Wage Summary Sheet Maximus Monthly Earnings Estimator 29

30. Comments or Questions? Contact: Jennifer Radick, MS, CRC Ticket to Work Program Manager jradick@yourgoodwill.org 888.831.7177 Elaine Trinkl Ticket to Work Administrative Assistant etrinkl@yourgoodwill.org 570.385.6892 30

31. Evaluation Feedback Sheet as attachment We welcome your feedback and suggestions! 31