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Evaluation of the Ticket to Work Program Initial Evaluation Report

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A. EVALUATION COMPONENTS: GOALS, SCHEDULES, AND PRODUCTS<br />

Given <strong>the</strong> importance and complexity <strong>of</strong> this new program, Congress mandated that<br />

SSA conduct a comprehensive evaluation <strong>to</strong> provide important short-term information<br />

about program implementation that will help SSA refine program operations. This feedback<br />

is particularly important <strong>to</strong> SSA as it proceeds through <strong>the</strong> difficult initial stages <strong>of</strong> program<br />

implementation. The evaluation will also provide information about <strong>the</strong> long-term effects <strong>of</strong><br />

TTW on beneficiaries’ employment, earnings, and benefit receipt, which in turn will help<br />

SSA and Congress assess <strong>the</strong> extent <strong>to</strong> which TTW meets its goals.<br />

In addition, <strong>the</strong> evaluation will provide important information for SSA’s ongoing policy<br />

development. The evaluation will analyze <strong>the</strong> records <strong>of</strong> millions <strong>of</strong> beneficiaries and survey<br />

thousands <strong>of</strong> beneficiaries and TTW participants during <strong>the</strong> next five years. In doing so, it<br />

will provide detailed information about <strong>the</strong> work behaviors and attitudes <strong>of</strong> beneficiaries,<br />

and identify <strong>the</strong> ways <strong>the</strong>y get information about Social Security programs and <strong>the</strong> labor<br />

market. This information will enable SSA <strong>to</strong> tailor <strong>the</strong> TTW program and future initiatives<br />

<strong>to</strong> more effectively reach beneficiaries and help <strong>the</strong>m <strong>to</strong> achieve <strong>the</strong>ir full employment<br />

potential.<br />

At <strong>the</strong> end <strong>of</strong> May 2003, SSA contracted for <strong>the</strong> full evaluation, although substantial<br />

evaluation activity had occurred under an earlier design contract. In particular, <strong>the</strong> full<br />

evaluation follows <strong>the</strong> design developed by Staple<strong>to</strong>n and Livermore (2002) and builds on<br />

<strong>the</strong> preliminary process analyses done by Livermore et al. (2003).<br />

As specified in <strong>the</strong> design, SSA has established seven major priorities for <strong>the</strong> TTW<br />

evaluation (shown in Table I.1). The evaluation will use three types <strong>of</strong> data <strong>to</strong> address <strong>the</strong>se<br />

priority questions: (1) extensive qualitative data about TTW operations <strong>to</strong> be collected<br />

through document review, on-site interviews, telephone interviews, and focus groups; (2)<br />

longitudinal SSA administrative data for millions <strong>of</strong> beneficiaries plus Rehabilitation Services<br />

Administration data that will be matched <strong>to</strong> SSA records; and (3) a set <strong>of</strong> surveys that<br />

includes both repeated cross-section surveys <strong>of</strong> disability program beneficiaries and<br />

longitudinal surveys <strong>of</strong> TTW participants. In addition, <strong>the</strong> process analysis will help <strong>to</strong><br />

identify ways <strong>to</strong> improve TTW operations and will also provide information that will help<br />

interpret findings from <strong>the</strong> participation, impact, and adequacy <strong>of</strong> incentives analyses.<br />

The evaluation will conduct <strong>the</strong> following four analyses.<br />

1. Process Analysis<br />

The process evaluation will rely on both administrative and survey data combined with<br />

qualitative data from site visits, telephone interviews, and focus groups with <strong>the</strong> TTW<br />

<strong>Program</strong> Manager (a contrac<strong>to</strong>r hired by SSA <strong>to</strong> help implement TTW), SSA, ENs, and<br />

o<strong>the</strong>r providers who choose not <strong>to</strong> become ENs. It will document how TTW is being<br />

implemented, assess how <strong>the</strong> program affects <strong>the</strong> market for employment-related services,<br />

and provide contextual information <strong>to</strong> help interpret impact analysis findings. It will also<br />

assess <strong>the</strong> implementation and ongoing operations <strong>of</strong> TTW over <strong>the</strong> 2003–2007 period,<br />

5<br />

I: Overview <strong>of</strong> <strong>the</strong> <strong>Ticket</strong> <strong>to</strong> <strong>Work</strong> <strong>Program</strong> and Its <strong>Evaluation</strong>

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