Evaluation of the Ticket to Work Program, Implementation ...

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C-4given the large number of beneficiaries in the included county, the final numberof PSUs selected was 79. In the two largest PSUs (which were selected withcertainty), second-stage sampling units were formed within the PSUs based onzip code; two secondary units were selected in one of these PSUs and foursecondary units were selected in the other PSU.• In the third stage, the Representative Beneficiary Sample was selected in fourage-specific strata. The final sample size for the Representative BeneficiarySample was 9,064.The Ticket Participant Sample comprised both a clustered and an unclustered sample.The clustered Ticket Participant Sample was selected in the same manner as theRepresentative Beneficiary Sample, using the same PSUs, but due to the small number ofTicket participants, the secondary sampling units were not used and the sample was drawnfrom all participants in the PSUs. Participants were stratified by the payment type underwhich their Ticket had been assigned (traditional, milestone-outcome, and outcome-only)rather than by age. As described further below, an unclustered sample of participants wasselected to supplement the clustered participant sample for participants who had assignedtheir Tickets under the outcome-only payment system. All of the participants in thispayment type were selected. The final sample size for the Ticket Participant Sample was1,466 (see Table C.1 for sample size by strata). The Survey Sample Design Report includesmore detailed information regarding the selection of PSUs and the overall NBS sampledesign (Bethel and Stapleton 2002).2. Target PopulationThe target population for both the Representative Beneficiary Sample and the TicketParticipant Sample consisted of SSI and DI beneficiaries between the ages of 18 and 64 whowere in current pay status as of June 2003. The target population included beneficiaries in all50 states and the District of Columbia. Beneficiaries in the Trust Territories and PuertoRico were excluded from the survey target population.For the Ticket participants, the study population was constrained by the TTW rolloutschedule. The program was implemented in three phases (approximately one-third of thestates in each phase). The target population for the first survey round included individualswho were participants in SSA’s TTW in the Phase 1 rollout states. A participant wasassigned to a phase for this study on the basis of the person’s address at the time of programrollout regardless of the person’s current address. Thus, a “Phase 1” participant might beresiding in any state at the time of the survey.MPR processed a beneficiary universe file from SSA of approximately 9.4 millionrecords and a participant universe file of 21,477 records. Approximately 1.9 millionbeneficiaries were in the selected PSUs.Appendix C: National Beneficiary Survey Methodology
C-5Table C.1. Round 1 Sample Sizes and Target Completes Per Sampling StrataSampling Strata Sample Size Target Completes Actual CompletesRepresentative BeneficiarySample 9,064 7,200 6,52018 to 29 Years Old 2,514 2,000 1,81830 to 39 Years Old 2,516 2,000 1,78840 to 49 Years Old 2,516 2,000 1,81650 to 64 Years Old 1,518 1,200 1,098Ticket Participant Sample 1,466 1,000 1,083Traditional Payment Type 441 333 351Milestone-OutcomePayment Type 455 333 344Outcome-Only PaymentType (Unclustered) 447 333 304Outcome-Only PaymentType (Clustered) 123 84Total Sample Size 10,530 8,200 7,603Source: MPR Survey Management Data.3. Strata Definitions and Sample SizesThe sample is designed to be statistically and operationally efficient and to provideadequate sample sizes for the planned analyses. In order to ensure a sufficient number ofpersons seeking work, the Representative Beneficiary Sample was classified into samplingstrata based on age, with persons in the younger age categories selected at higher rates thanpersons in the oldest age category. The sampling strata for the Ticket Participant Sampleswere defined by the payment system.The Representative Beneficiary Sample was divided into the following age groups, 18-24, 25-39, 40-54, and 55-64, which were used as the sampling strata. The target number ofcompleted interviews for Round 1 was 2,000 beneficiaries in each of the three younger agegroups (18-24, 25-39, and 40-54). For the 50-64 age cohort, the target number of completedinterview was 1,200 beneficiaries. While the focus of the survey was on working agebeneficiaries who are Ticket-eligible (that is, all working age beneficiaries except those whoSSA classified as “medical improvement expected” (MIE) and former youth beneficiarieswithout an adult continuing disability review, or CDR, allowance), a small sample of allTicket-ineligible beneficiaries was included so that the survey results would represent theentire working age population.Two subpopulations of beneficiaries are ineligible for Ticket assignment:• Beneficiaries who were designated as MIE at the time they received their initialdisability allowance decisions, and who have not yet completed a CDRAppendix C: National Beneficiary Survey Methodology
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A CKNOWLEDGMENTSThe Ticket To Work
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viiiChapterVI(CONTINUED)PageF. SUMM
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xChapterPageAPPENDIX A: TICKET TO W
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xiiTableVIII.3IX.1IX.2IX.3IX.4IX.5I
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xivFigureIII.5III.6III.7III.8III.9P
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xviIX.3EARNINGS OF BENEFICIARIES WI
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xviiiMIENBSNPRMOAGPABSSPSUSGASSASSI
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xxIn Phase 3, which began in Novemb
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xxiigroups of beneficiaries that Co
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xxivimprove TTW, therefore, is to f
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2of disability beneficiaries, and i
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4country. Phase 2 began in November
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Page Is Intentionally Left Blank to
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8Only a few beneficiary characteris
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10Figure II.2.Participation Rate, b
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12Figure II.4.First Assignments at
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14before Ticket, it is perhaps surp
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16was selected for Phase 3. This ma
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18All of the statistics in this sec
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Table II.2. Beneficiary Groups with
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22In all Phase 1 and Phase 2 states
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24Figure II.8. Ticket Participation
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26Adjustments for all other charact
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28In general, provider and payment
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30next report, we will conduct more
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32Figure III.2.Living Arrangements
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34• Less likely to have reported
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36Figure III.7.Prevalence of Diffic
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38are more likely than all benefici
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40Table III.1.Income and Program Pa
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42coverage through their own employ
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44sizable percentage of TTW partici
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46Overall, 9 percent of working-age
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48leave the rolls in the next year,
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50next year and in the next five ye
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52in their characteristics, levels
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54percentage points to 3.7 percent.
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56Figure IV.2. Phase 1 Ticket Recip
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58situation described in the preced
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60the end of the follow-up period w
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62Figure IV.6. Average Monthly Bene
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66ENs were reluctant to expand serv
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68As of July 2004, there were about
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70But most EN representatives saw T
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72Figure V.2. Number of EN Terminat
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74received a total of just about $2
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76Relatively few ENs have received
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78According to their representative
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80Five EN officials recognized that
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82This was particularly true for so
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84• Another EN representative fou
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86• A third EN received 50 calls
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88resolve administrative issues suc
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90• Raise payments for SSI benefi
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92Finally, the real and perceived w
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94efforts to obtain Ticket assignme
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96SSA payments to SVRAs under the T
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98Figure VI.3. Total SSA Payments t
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100assigning their Tickets to ENs (
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102Table VI.1. SVRA Ticket Assignme
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104case, the counselor selects the
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106• Most of the agreements requi
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108needs of SSA beneficiaries and,
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110to the SVRA under the traditiona
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112Tickets each month from November
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114about submitting virtually ident
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116To make EN recruiting efforts mo
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118E. EN ENROLLMENTThe Program Mana
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120beneficiaries who have achieved
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122quarterly basis if they have rec
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124SSA’s approval of systems spec
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128have accepted. But even at that
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130For beneficiaries who express an
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132rehabilitation counselors (Burea
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134generated a payment to an EN gen
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136the milestone-outcome payment ge
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138system is used so infrequently t
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Page 166 and 167: 142approximations. Our planned anal
Page 168 and 169: 144Figure IX.1. Ticket-Eligible Ben
Page 170 and 171: 146Table IX.2.TTW Participation Rat
Page 172 and 173: 148Figure IX.3. Earnings of Benefic
Page 174 and 175: 150Compared with other beneficiarie
Page 176 and 177: 152Like all other beneficiaries who
Page 178 and 179: This kind of mixed success in the e
Page 180 and 181: C. SVRA PARTICIPATION REMAINS STRON
Page 182 and 183: serving beneficiaries who are simil
Page 184 and 185: observe changes in their employment
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Page 188 and 189: Mashaw, Jerry L., and Virginia P. R
Page 190 and 191: A-2Table A.1 (continued)Time Period
Page 194 and 195: Table B.1. DefinitionsB-2Variable D
Page 196 and 197: Table B.1 (continued)B-4Variable De
Page 198 and 199: Table B.1 (continued)Variable Defin
Page 200 and 201: B-8Table B.3. Participation Rate by
Page 202 and 203: B-10C. PARTICIPATION RATES BY BENEF
Page 204 and 205: Table B.6. Participation Rates by C
Page 206 and 207: Table B.6 (continued)Group Definiti
Page 208 and 209: Table B.6 (continued)B-16Group Defi
Page 212 and 213: C-2survey. Whenever possible, the i
Page 216 and 217: C-6• Young SSI recipients who are
Page 218 and 219: C-8beneficiary may have had with EN
Page 220 and 221: C-10Table C.2. Overview of the Nati
Page 222 and 223: C-12Sample completes (n=1,178) and
Page 224 and 225: C.14Table C.3 (continued)AllIntervi
Page 226 and 227: C.16Table C.5. Final Weighted and U
Page 228 and 229: C.18Table C.7. Sociodemographic Cha
Page 230 and 231: C.20Table C.9. Health Status (Figur
Page 232 and 233: C.22Table C.11. Program Participati
Page 234 and 235: C.24Table C.14. Awareness of TTW (F
Page 236 and 237: C.26Table C.16. Employment Expectat
Page 238 and 239: D-2Table D.1. Selected Characterist
Page 240: D-4information from two pretest int
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