CABHI: Soar & IPS Pilot Teleconference January 2017
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1 Work Incentives Planning and Assistance National Training and Data Center CABHI: Soar & IPS Pilot Teleconference January 2017 Work Incentives Planning & Assistance (WIPA) Created as part of the Ticket to Work and Work Incentives Improvement Act of Social Security has cooperative agreements with 83 community agencies across the nation and the U.S. territories to provide WIPA services. WIPA projects are staffed by Community Work Incentives Coordinators (CWICs) who are trained to provide individualized, in depth employment focused benefits analysis and work incentives planning. To date, WIPA projects have served more than 750,000 individuals. 2 WIPA is all about WORK The mission of the WIPA program is to promote employment and financial independence for beneficiaries of the Social Security disability benefit programs. 3 1
2 Individualized Work Incentives Planning & Assistance This is the cornerstone of WIPA services and may include: In depth personalized benefits analysis covering all Federal, state, and local benefits. Customized counseling about the impact of work on all Federal, state, and local benefits and development of a comprehensive Benefits Summary and Analysis (BS&A) report. Assistance with identifying, developing, utilizing, and managing Social Security work incentives. 4 Individualized Work Incentives Planning & Assistance Continued: Assistance with resolving problems related to benefits. Assistance with identifying and resolving barriers to obtaining or maintaining employment. Making referrals for needed services or supports with particular emphasis on meeting employment needs. Training and support on effective reporting procedures and benefits management techniques. 5 WIPA Services Delivered by Trained CWICs To provide WIPA services, CWICs must: Receive a level 5 suitability determination from Social Security; Complete a rigorous initial training and two part assessment process to achieve certification; and Complete ongoing training to maintain certification. CWICs have access to technical support provided by VCU s National Training & Data Center (NTDC). 6 2
3 Strategies for Working Effectively with WIPA Projects 7 Tip #1 Refer Eligible High Priority Beneficiaries Check to make sure beneficiaries are eligible for WIPA services. Social Security has established clear priorities that CWICs are expected to follow. While all eligible beneficiaries will receive information and referral (I&R) services, individualized services are typically reserved for beneficiaries who are closest to employment. 8 Beneficiary Prioritization in the WIPA Program Priority Group 1: Individuals who are currently working or engaging in self employment and have both a need for and interest in receiving individualized work incentives planning and assistance services. 9 3
4 Beneficiary Prioritization in the WIPA Program Priority Group 2: Beneficiaries who are actively pursuing employment or self employment and who are interested in receiving work related benefits counseling. This includes: beneficiaries with a clear employment goal who are conducting an active and regular job search; and beneficiaries with a clear employment goal who have taken active steps to prepare for achieving that goal. 10 Tip #2 Follow the Referral Process Each WIPA project is responsible for a specific coverage area. Make sure you refer beneficiaries to the correct agency: WIPA Project locator found at: WIPA projects have different referral procedures. Contact the local WIPA project to find out how to make a referral. Refer beneficiaries BEFORE employment begins whenever possible. Help educate on WIPA services and what to expect. 11 Tip #3 Keep Lines of Communication Open Maintain open lines of communication and contact the CWICs serving your area frequently. Make certain releases are current so you have permission to communicate with the CWIC. Be sure to read the benefits analysis reports developed for the beneficiaries you serve and contact the CWIC with questions. When benefit problems or concerns arise, help beneficiaries contact the CWIC for assistance. 12 4
5 VCU National Training & Data Center 13 VCU National Training and Data Center Provides: Social Security Approved National Training Curriculum CWIC Training and Certification Individual and Organization Level Technical Assistance Ongoing Professional Development Training for Continuing Certification Archived Training and Resource Materials WIPA National Data System and Reporting VCU NTDC Resources Social Security Disability Programs and Work Incentives Introductory web course coming soon! Initial Training and Certification for Community Partner Work Incentives Counselors EN staff provided highest priority after WIPAs Training Calendar: ntdc.org/training/initial/calendar.cfm 15 5
6 VCU NTDC Resources for ENs Access to ongoing work incentives training and technical assistance for certified community partners Access to the CWIC training manual and extensive resource materials on the NTDC website: ntdc.org/ 16 Susan O Mara soevans@vcu.edu 17 6
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