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Workforce EN Billing Workforce EN Billing
2013 Ticket/EN Series
Hosted/Facilitated by: Miranda Kennedy, NDI Technical Assistance Team Presented by: Mary Lynn ReVoir and Kevin Nickerson, NDI Technical Assistance Team and Aaron Aybar, Maximus Operations Support Manager
U.S. Department of Labor
Questions/CommentsQuestions/Comments
If you have a comment or question we encourage you to submit it to the host in writing via the Chat or Q&A Box to the right.
Your question will either be addressed during the training, responded to in the Chat or Q&A Box, or followed up on after the training.
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Disability Employment Initiative Disability Employment Initiative (DEI)(DEI)
According to the SGA, DEI Projects at the state level and/or local level participating LWIBs are required to become Employment Networks (ENs) under Social Security Administration’s (SSA’s) Ticket to Work Program.
Training and Technical Assistance to DEI Projects in attaining Employment Network status and implementing effective EN operations is provided under U.S. DOLETA contract with NDI Consulting, Inc. and the National Disability Institute (NDI).
Evaluation of the impact of the DEI Projects implementation and outcomes as Employment Network will be provided under U.S. DOL ODEP contract with Social Dynamics.
Learning ObjectivesLearning Objectives
Upon completion of this training, DEI grantees will have the following:
• Knowledge of the Ticket payment structure• Basic understanding of the ePay process• Information about Employment Network (EN)
payment reports and how to interpret the reports
• Tips related to EN payments
Subject Matter Expert ReVoirSubject Matter Expert ReVoir
Mary Lynn ReVoirDEI TA Liaison
P: (515) 975-2344
AgendaAgenda
• Introduction of Ticket Payment Structure• Options available to Workforce ENs to
process EN Payment requests• Description of ePay• ePay Testimonial• Summary• Next Steps• Q&A
Introduction of Introduction of Ticket Payment StructureTicket Payment Structure
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Snapshot of Ticket to WorkSnapshot of Ticket to Work
• Beneficiary selects an Employment Network• Beneficiary and EN has an Individual Work Plan
(IWP) or Individual Employment Plan (IEP)• Beneficiary obtains employment as a result of
the employment services provided by the EN• Beneficiary's monthly wages qualify for the
Ticket Payment• The EN receives EN Payment for employment
services
Subject Matter Expert GuestSubject Matter Expert Guest
Aaron AybarEN Payments Help Desk / Document
Operations Support Manager
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Options Available to Options Available to Workforce ENs to process Workforce ENs to process
EN Payment requestsEN Payment requests
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Ticket Payment StructureTicket Payment Structure
Factors that Impact EN Factors that Impact EN PaymentsPayments
1. 18 month Work History
2. Successful VR case closure
3. Previous Ticket assignment to another EN
How does an EN get paid? How does an EN get paid?
• Once MAXIMUS determines claims meet all criteria and processes claims for payment, Social Security transmits a payment file to the U.S. Treasury
• U.S. Treasury release payment as an electronic deposit to the EN bank account recorded in www.sam.gov
• EN receives written payment notice from SSA via mail
Tools AvailableTools Available
• Quarterly Beneficiary Earnings Report (QBER)
• EN Payment Status Report
How to Interpret a Payment How to Interpret a Payment Status Report (PSR)? Status Report (PSR)?
• Review components
• How to obtain PSR
Certification of Services (COS)Certification of Services (COS)• The EN required to documentation of services at
specified points, at a minimum quarterly. • Not required to submit COS form to receive
payment if…• Can certify services were provided by noting on a
securely filed document (SSA’s COS form is not required to be used) or electronically on your management information system
• Subject to SSA audit for review of files
Workforce EN Payment OptionsWorkforce EN Payment Options
1) Manual Payment Request
2) ePay
Manual Payment RequestManual Payment Request
What do you need? •Evidentiary (paycheck stubs)•Certification •Payment Request Form
How do you submit? •Use the portal
OverpaymentsOverpayments
• Don’t be alarmed if this occurs
• Always a risk of overpayment even with manual payment submission
• The EN is notified by SSA
• The EN is given options to rectify
Subject Matter Expert ReVoirSubject Matter Expert ReVoir
Mary Lynn ReVoirDEI TA Liaison
P: (515) 975-2344
Description of ePayDescription of ePay
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ePayePay• Social Security Administration recognizes partnership
with the Department of Labor America’s Job Centers • ePay is unique to Workforce EN due to the federal
partnership
• Streamlines the workforce EN payment process dramatically reducing the paperwork = ePay
• All Workforce EN recommended to enroll in ePay
How to enroll in ePayHow to enroll in ePay• Complete eProcess enrollment form
• eProcess enrollment form can be signed by anyone representing the EN
• Submit form through secured provider portal or fax completed form to 703.893.4149
• Seek training from OSM • If EN operating under Workforce Payment Agreement,
the EN will be using ePay
Snapshot of ePay ProcessSnapshot of ePay Process
How does ePay work?How does ePay work?• Once an individual’s Ticket is assigned no
payment request / earnings documentation needs to be submitted by the EN
• OSM will search wage records of all SSNs Tickets assigned to workforce EN enrolled in ePay and check if earnings 3 x TWL or SGA threshold (determined annually by SSA) for prior 8 quarters of a specified calendar quarter
• All payments are made immediately
The calendar of ePayThe calendar of ePay• The screening of qualifying earnings conducted by
OSM quarterly on the 2/15, 5/15, 8/15, 11/15
• The screening is sent to SSA payments for review and verification for some cases
• SSA sends to U.S. Treasury for release of payment
• Why lag time of payments? It is all about timing!• 6-12 mos. after earnings claim month• Schedule of earnings reports are quarterly
Example of ePay timingExample of ePay timingBeneficiary earns $1300 in month of October, 2011
These earnings show up in the quarterly record of Oct-Dec 2011, which is submitted after the end of the quarter (employers granted up to 30 days to submit the wage record) – January, 2012
Next scheduled ePay screening is ran February 15, 2012
Payments team is sent results of screening – may need verification. March 15, 2012
U.S Treasury informed to release payment to your bank account
The “pay off” of ePayThe “pay off” of ePay• No collection paycheck stubs• No submission of request forms• Not necessary to track what you are requesting• Common for business operation to have upfront initial
wait period of revenues• Once waited, then payments steady schedule• Pleasant surprises, which manually you may not be
aware• If enrolled in ePay you do not fax a Certification of
Services (COS) form but you are required to have COS documentation on file.
Other Tips regarding PaymentsOther Tips regarding Payments• IPP notification of payments from U.S. Treasury
• Payment invoices with itemized payment information to help you track your EN activity
• Free service when vendor of participating federal agency, such as Social Security Administration
• Receive email alerts when deposit is made• Sign up for this “real time" service visit
https://www.ipp.gov/• It is advised ENs should have a mechanism tracking
payment activity. • Two available tools available at no cost• One designed regional EN and one for state EN• Contact TA Liaison
Ticket/EN Subject Matter ExpertTicket/EN Subject Matter Expert
Kevin NickersonE: [email protected]
P: (607) 272-7570 Ext. 136
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ePay TestimonialePay Testimonial
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EN Testimony Using ePayEN Testimony Using ePay
•Weighing the benefits of ePay: your time
•Working within the payment schedule
Summary, Next Steps and Q&ASummary, Next Steps and Q&A
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SummarySummaryIn today’s presentation we covered the following:
•Knowledge of the Ticket payment structure
•Basic understanding of the ePay process
•Information about EN payment reports and how to interpret the reports
•Tips related to EN payments
Next StepsNext Steps
Stay tuned to the DEI listserv and register for the upcoming June training in our continuing Ticket/EN Series:
Workforce EN Marketing and Outreach
Questions/CommentsQuestions/CommentsIf you have a comment or question you can:
A: Submit it to the host in writing via the Chat or Q&A Box to the right, or…
B: Click on the “raise hand” icon to have your line un-muted and ask your question/make your comment.
Contact InformationContact Information
Mary Lynn ReVoirNDI Technical Assistance TeamP: (515) 975-2344E: [email protected]
