Evaluation of the Ticket to Work Program Initial Evaluation Report

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142 Mashaw, Jerry L., and Virginia P. Reno, eds. “Balancing Security and Opportunity: The Challenge of Disability Income Policy—Summary & Overview.” Washington, DC: National Academy of Social Insurance, 1996. Newcomb, Chad, Suzanne Payne, and Mikki D. Waid. “What Do We Know About Disability Beneficiaries’ Work and Use of Work Incentives Prior to Ticket?: Background Information and Baseline Data.” In Paying for Results in Vocational Rehabilitation: Will Provider Incentives Work for Ticket to Work, edited by Kalman Rupp and Stephen H. Bell. Washington, DC: The Urban Institute Press, 2003. Orr, Larry. “What Can Ticket to Work Learn from Other Performance-Based Payment Systems?” In Paying for Results in Vocational Rehabilitation: Will Provider Incentives Work for Ticket to Work?, edited by Kalman Rupp and Stephen H. Bell. Washington, DC: The Urban Institute Press, 2003. Social Security Administration. Transmittal 17.” 2002. “Vocational Rehabilitation Providers Handbook: Social Security Administration. “Ticket Information.” Available at [www.ssa.gov/work/ Ticket/ ticket_info.html]. Accessed September 2003. Social Security Administration, Office of Policy. “$1-for-$2 Benefit Offset Demonstration Projects: Draft Implementation Plan.” Baltimore, MD: Social Security Administration, Office of Policy, April 2001. Smith, Vernon, Kathy Gilford, Rekha Ramesh, and Victoria Wachino. “Medicaid Spending Growth: A 50-State Update for Fiscal Year 2003.” Washington, DC: Kaiser Family Foundation, 2003. Stapleton, David, and Gina Livermore. “Evaluation Design for the Ticket to Work Program: Preliminary Report on Evaluation Design.” Falls Church, VA: The Lewin Group, August 2002. Ticket to Work and Work Incentive Advisory Panel. Letter to Martin Gerry and Robert Pasternack from Sarah Wiggins Mitchell. October 21, 2003. Ticket to Work and Work Incentive Advisory Panel. “Advice Report to the Commissioner of the Social Security Administration: Design Issues Relating to the Adequacy of Incentive Study.” Baltimore, MD: Social Security Administration, June 18, 2002. References
A PPENDIX A D ATA T ABLES C ORRESPONDING TO F IGURES IN C HAPTER IV I n this appendix we present statistics derived from the Office of Information Management’s Universe File. In Section A, we present monthly statistics on mailings, active Tickets, first-time Ticket assignments, and Ticket de-activations. In Section B we present statistics on the characteristics of eligible beneficiaries and participants (i.e., those with active Tickets) for August 2003. Each section includes separate tables for Phase 1 and Phase 2 states.
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Contract No.: 0600-03-60130 MPR Ref
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A CKNOWLEDGMENTS This report benefi
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C ONTENTS Chapter Page ACRONYMS ...
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vii Chapter Page V (continued) D. C
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A CRONYMS ABIL AIDS AWICs AOI BPAO
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E XECUTIVE S UMMARY T he Ticket to
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Overall, we found that SSA has impl
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money on their TTW operations. For
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xvii CONCLUDING OBSERVATIONS SSA fa
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C HAPTER I O VERVIEW OF THE T ICKET
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The TTW program and other elements
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A. EVALUATION COMPONENTS: GOALS, SC
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7 ! How many beneficiaries particip
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9 B. PURPOSE AND ORGANIZATION OF TH
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C HAPTER II S TRUCTURE AND B ACKGRO
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In reality, however, the success of
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MAXIMUS to serve as the Program Man
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17 4. Participate in the activities
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N Decision Reversed Request SSA Rev
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21 c. Dispute Resolution In a progr
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Table II.1: Outcome-Only and Milest
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milestone payment is equal to 34 pe
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Unemployment Insurance (UI) wage da
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29 3. Related Initiatives TTW has n
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SSA Demonstrations. SSA plans to im
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Protection and Advocacy. The SSA-fu
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C HAPTER III TTW EARLY I MPLEMENTAT
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37 Table III.1: TTW Implementation
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Ticket-eligible beneficiaries were
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41 TTW. In the past, SSA systems ha
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information in SSA’s records cont
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work period automation and tracking
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Systems and Infrastructure. The Pro
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49 asked the Program Manager for a
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51 • The first payment for each b
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currently being addressed relate to
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payment system. Only one SVRA (Okla
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SVRA personnel have consistently ex
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59 • Are SVRAs permitted to requi
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Table III.4: ENs and ENs with Ticke
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Payment System. Many ENs do not bel
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example, reporting lags inherent in
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eceived only small amounts thus far
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SVRA services for Ticket clients; (
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C HAPTER IV E ARLY P ARTICIPATION P
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73 Figure IV.2: Cumulative Number o
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point in the Phase 1 rollout. For P
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77 Figure IV.7: First Assignments a
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79 Figure IV.8: Ticket Participatio
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81 Figure IV.10: Ticket Participati
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83 states. This finding suggests th
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There is a strong negative relation
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C HAPTER V C ASE S TUDIES OF E IGHT
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89 A. SERVICE MODELS AND TARGETED C
Page 109 and 110: Although the director was initially
Page 111 and 112: Clients who assign their Tickets to
Page 113 and 114: session. Those who miss their appoi
Page 115 and 116: interview. While this is time consu
Page 117 and 118: claim employer tax credits. Through
Page 119 and 120: these individuals, because they typ
Page 121 and 122: 103 F. RELATIONS WITH OTHER ORGANIZ
Page 123 and 124: eneficiaries to meet that standard.
Page 125 and 126: IDR representatives said that to da
Page 127 and 128: substantiate wages, and clients are
Page 129 and 130: services? Unfortunately, for ENs to
Page 131 and 132: Manager. At present, this is only p
Page 133 and 134: stubs: the need for beneficiaries t
Page 135 and 136: C HAPTER VI A DEQUACY OF I NCENTIVE
Page 137 and 138: We have also begun to analyze admin
Page 139 and 140: viewed as lacking the productive ca
Page 141 and 142: assist in the identification of ind
Page 143 and 144: eneficiaries. In examining results
Page 145 and 146: 127 E. CONCLUDING OBSERVATIONS The
Page 147 and 148: C HAPTER VII C ONCLUSIONS AND I MPL
Page 149 and 150: noticeably low, and, among the very
Page 151 and 152: Act. At the same time, some ENs hav
Page 153 and 154: Another change requiring considerat
Page 155 and 156: C HAPTER VIII N EXT S TEPS FOR THE
Page 157 and 158: prior to September 2003 and had not
Page 159: R EFERENCES Adequacy of Incentives
Page 163 and 164: A-3 Table A.2 Cumulative Number of
Page 165 and 166: A-5 Table A.4 Percentage of Tickets
Page 167 and 168: A-7 Table A.6 Percentage of Tickets
Page 169 and 170: A-9 TABLES SHOWING CHARACTERISTICS
Page 171 and 172: A-11 Table A.10 Ticket Participatio
Page 173 and 174: A-13 Table A.12 Ticket Participatio
Page 175 and 176: A-15 Table A.14 Percentage of In-Us
Page 177 and 178: A PPENDIX B P ROVIDER-SPECIFIC C AS
Page 179 and 180: informed beneficiaries that state V
Page 181 and 182: e considerably more successful if S
Page 183 and 184: them for employment. It was during
Page 185 and 186: working but are still receiving SSI
Page 187 and 188: B.11 client over a four-year period
Page 189 and 190: B.13 placing SSA beneficiaries than
Page 191 and 192: B.15 that came in for an initial ap
Page 193 and 194: B.17 all benefits; therefore, EES d
Page 195 and 196: B.19 outreach program. As noted pre
Page 197 and 198: B.21 remained employed. 3 Because o
Page 199 and 200: B.23 estimate of the financial loss
Page 201 and 202: B.25 Social Security benefits. IDR
Page 203 and 204: B.27 have to submit pay stubs twice
Page 205 and 206: B.29 Bridges still provides the 10-
Page 207 and 208: B.31 While she used to have a polic
Page 209 and 210: B.33 8. Oklahoma Department of Reha
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B.35 Beneficiaries interested in as
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B.37 permits agency budgets to be c
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A PPENDIX C D EFINING THE F OUR A D
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B. IDENTIFYING INDIVIDUALS WITH A N
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“work and receive full cash benef
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