2017 nena intake and iwp development · · 2017-09-27intake and iwp development sheriene d. knox...

September 2017NENA’s 7th Annual National Training Conference

San Antonio, TX

National Employment Network Association

~ Toolbox ~ Intake and IWP Development

Sheriene D. Knox ~ Director Ticket to Work

Operation: Job Ready Vets

Heather Miller ~ TTW Program Manager

Community Partner Work Incentive Counselor

Easterseals Nebraska

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San Antonio, TX


• Enhance your knowledge of effectively assessing potential beneficiaries

• Learn to assess your beneficiaries virtually

• Know if your IWP format meets the BPA guidelines

• Learn how to complete the IWP

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Workshop Objectives


San Antonio, TX


�Demographics

�Name, DOB, Address, SSN, Phone, etc.

�Email address

�Do they have a computer at home

�Where can they go to access a computer

�How and how often check email messages

�Can someone assist them to complete an application

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Intake


San Antonio, TX


�Nature of disability

�Medications/side effects

�Triggers

�How long since last worked

�Where

�Why left employment

�Valid DL

� If not why not

Intake Cont.

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San Antonio, TX


Intake Cont.

�Vehicle/transportation

�Interested in working full-time

�If part-time ask why only part-time

�Felony or Misdemeanor

�When and what for

�Veteran

�Have they attended a Transition Class

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San Antonio, TX


Intake Cont.

Vocational Goal

� Job Interests

� Previous work history

� Education, Certifications

� Availability: Hours and Days

� Geographic areas/ how far will they travel?

� Places they won’t work or jobs they won’t do?

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San Antonio, TX


� 3-5 year vocational objective

�Does it relate to current Vocational Goal?

COMMENTS SECTION

�Need a resume or update?

� Interview training

�How to explain why been off work so long

�Benefits Counseling

�SSDI or SSI or Both, etc.

Intake Cont.

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San Antonio, TX


Intake Cont.

� Disclosure

� Accommodations needed

� Know to request an accommodation

� Reasons they can only work certain hours or certain locations

� Child Care, pick up children after school, probation, house arrest, transportation issues

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San Antonio, TX


Virtual� Technology

� Personal Phone - Grasshopper

� Computer – email to email

� eFax - private

� Email to Text

� Provide direct, individualized, one-on-one support via technology

� Ask their preferred method of contact and use it!

� Complete a Job Seeking Skills Self Assessment

� No webinars or on-line trainings used

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San Antonio, TX


Scenario ~ Todd

� 30 years old

� Recovering addict, clean for 6 months

� Not worked in over 5 years

� No GED

� No Valid DL

� No Vehicle for transportation

� Lives with girlfriend and her father

� Lives 1 hour away

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San Antonio, TX


Scenario ~ Todd

ASSIGN

or

NOT ASSIGN?

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San Antonio, TX


� 42 years old

� 2 Back surgeries, rods in pin in his back

� Must eat right and exercise to keep limber

� No DL

� No Vehicle

� Lives in town with population 2,130

� Must walk to work

� Not worked in 10 years

� Lives 3 hours away

Scenario ~ Jeff

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San Antonio, TX


ASSIGN

or

NOT ASSIGN?

Scenario ~ Jeff

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San Antonio, TX


� 59 years old

� Lives with daughter/unable to afford her own place

� Neck & back injuries ~ sitting and standing as needed

� Reports Depression but not on medication

� Makes herself leave the house once a day

� Has a vehicle and valid DL

� Not computer savvy but daughter has a computer

� Lives 6 hours away

Scenario ~ Evelyn

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San Antonio, TX


ASSIGN

or

NOT ASSIGN?

Scenario ~ Evelyn

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San Antonio, TX


• 50 years old

• Accident caused aortic dissection

• 10 pound lifting restriction

• Career truck driver

• Lives with parents (mom dementia)

• No other support to help with parents.

• Spending down $400 to qualify for Medicaid.

Scenario ~ Patrick

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San Antonio, TX


Scenario ~ Patrick

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ASSIGN

or

NOT ASSIGN?


San Antonio, TX


• 30 years old; widow; concurrent bene

• Mother of 3 young girls

• No car, no DL, no computer, relies on public transit

• One child receives SSI

• One child receives survivor’s benefits

• Borderline intellectual functioning

• Has never worked outside the home

• Receives TANF, SNAP, HUD, Energy Assistance

Scenario ~ Gayle

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San Antonio, TX


Scenario ~ Gayle

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ASSIGN

or

NOT ASSIGN?


San Antonio, TX


• 32 years old

• 4 children (does not have custody)

• Mental Health disabilities

• Lives with boyfriend

• No car, no computer

• Got evicted from last apartment

• Has job hopped for 5+ years

• Shoplifting charge on her record

Scenario ~ Mary

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San Antonio, TX


Scenario ~ Mary

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ASSIGN

or

NOT ASSIGN?


San Antonio, TX


Individual Work Plan

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• Signed IWP on file for EVERY beneficiary!

• Submit to OSM for processing.

• Must submit within 14 days of signature!


San Antonio, TX


• Adequate Documentation

• Specific employment goal

• Services & Supports

• Terms and Conditions

• Permissions

• Beneficiary Recent Earnings

• TPR Acknowledgment

• EN Responsibilities

• Ticket Assignment

What should be included?

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San Antonio, TX


Employment/Educational Goals

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San Antonio, TX


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San Antonio, TX


Employment/Educational Goals

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San Antonio, TX


Is this a

Goal?27


San Antonio, TX


To obtain employment in the Technology field

utilizing my Bachelor’s Degree.

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San Antonio, TX


To obtain employment in the medical coding field after

completing my certification which is expected to be in

October 2016. I would like to secure a full-time position prior

to January 2017.

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San Antonio, TX


Services

&

Supports

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San Antonio, TX


Recent Earnings Information

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• 18 months of

recent earnings

• Payment

eligibility

• Get as much info

as you can!


San Antonio, TX


32

This must be

included!


San Antonio, TX


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Beneficiary Rights

Must include

phone number

for State PABSS!

www.choosework.net

www.askjan.org


San Antonio, TX


Signature Page

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Be sure to include how you completed the career counseling.

• Over the phone• In person• Email• Skype• Others


San Antonio, TX


• OSM will conduct random IWP audits.

• Time sensitive!!!

IWP Audits

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San Antonio, TX


Audit Request

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• Receive via email

• Must have encryption PIN


San Antonio, TX


• OSM provides IWP review in writing.

• You can request a one-on-one discussion.

• Goal is to help EN’s…not find mistakes!

IWP Audits

37


San Antonio, TX


• Ask for help!

• Contact your ENSB with SSA.

• Contact the Program Integrity Dept. at Maximus.

• Contact your EN Liaison with Maximus.

• Contact NENA!!!

IWP Assistance

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San Antonio, TX


What were the outcomes?

Assign or Not Assign?

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San Antonio, TX


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2017 nena intake and iwp development · · 2017-09-27intake and iwp development sheriene d. knox...

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