Social Security Administration
Ticket to Work and Work Incentives Advisory Panel Quarterly Public Meeting
August 22-22, 2002

Tuesday, August 22, 2002 - Day 1

Deborah Morrison, Designated Federal Officer, called the meeting to order at approximately 10:00am and turned the meeting over to the Chair, Sarah Wiggins Mitchell.

Presenter: Sarah Wiggins Mitchell, Chair
Topic: Welcome, Introductions, and Review of Agenda

Attendees
Advisory Panel Members Present
Sarah Wiggins Mitchell, Chair, Jerome Kleckley, Frances Gracechild, Steve Start, Kris Flaten, Thomas Golden, Susan Webb, Rich Burkhauser, Bryon MacDonald, Vince Randazzo, and Katie Beckett.

Advisory Panel Staff Present
Marie Strahan, Executive Director, Bernie Wixon, Kristen Breland, Tamara Allen, Gordon Richmond, Lisa Ekman, Shirletta Banks, and Deborah Morrison.

Presenters
Martin Gerry, Paul Van de Water, Ken McGill, Joe Razes, Skip Bingham, John Connelly, Charlene Dwyer, Brian McLane, Bruce Growick, Martin Kaplan, Kathy Petkauskos, Stephen Zwirn, Alexandria Kielty, David Gadaire, Dan Heit, Leonard Feldman, Ken Upshaw, and M.J. Willard.

Members of the Public
Susan Goodman, Pam Mazerski, Jack Hillyard, Claudette Crawford, Judy Drew, Susan Prokop, Andy Imparato, Mark Reno, Bill Hickman, Curtis Richards, Melinda Cordero, Cheryl Bates-Harris, Kathy McGinley, Joe McNulty, Dan O'Brien, Joan Naresco, Ramona Frentz, Jennifer Ingram, Marcia Dalant, Beverly Rollins, Joe Humphries, Shira Mehlman, Marissa Johnson, Hans Bosselaar, Ilene Zeitzer, Beth Bader, Colleen Head, Brad Turner, Janis Connallon, Mary Satterfield, and Jim Wiegel.

Updates from SSA Officials
Presenter: Paul Van de Water, Acting Deputy Commissioner, Office of Policy
Topic: Update on SSA Research, Demonstration, and Evaluation Projects

Presenter: Martin Gerry, Deputy Commissioner, Office of Disability and Income Security Programs
Topic: Update on Organizational Structure for Disability Research, Demonstration, and Evaluation Projects

Presenter: Ken McGill, Associate Commissioner; Office of Employment Support Programs Mary Satterfield, Project Manager, Maximus
Topic: Update on TWWIIA Implementation

Action Item: Pending review by SSA attorneys, staff will distribute letters expressing concerns with Ticket implementation from ENs (including VR agencies) in the phase one roll out states, to the Panel.

Center for Medicare and Medicaid Services Implementation Update
Presenter: Joe Razes, Senior Project Manager, CMS
Topics: Implementation of Medicaid Buy-In and other Medicaid Work Incentive Programs

Lunch Break

An Employment Network's Early Results
Presenter: Susan Webb, Director, ABIL Employment Services
Topic: Implementation of a Successful EN

Implications of the Milestone/Outcome Payment System
Presenter: Steven Start, President and CEO, SL Start and Associates
Topic: Cost Analysis of the Milestone and the Outcome Payment Systems

Public Comment
Presenter: Susan Prokop, Paralyzed Veterans of America
Topic: Publicity and Marketing of TWWIIA; Possibility of local Department of Veterans Affairs Agencies Becoming ENs

Presenter: Jack Hillyard, Director of the Employment Policy Group, University of Iowa
Topic: Expansion of Employment Networks, Support for Part Time Work, and Other Implementation Issues

The meeting adjourned at approximately 4:30 p.m.

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Wednesday, August 21, 2002 - Day 2

The meeting reconvened at approximately 10:00 a.m. with Sarah Wiggins Mitchell, Chair presiding.

Business Meeting
Presenter: Sarah Wiggins Mitchell

Motion: The Panel moved, seconded and approved minutes from the April 3 and 9 teleconference and the May 14-16 quarterly Panel meetings.

Presenter: Marie Strahan
Topic: Administrative Update

Committee Reports

Program Design, Implementation, and Evaluation Committee
Presenter: Thomas Golden
Topic: Adequacy of Incentives and One for Two Reports, and Committee Priorities

Motion: The Panel moved, seconded, and approved the following motion: "The Panel requests from Deputy Commissioner Martin Gerry and his staff written materials in response to questions relating to five topics: the overall Ticket evaluation; the AOI research; a $1 for $2 demonstration project; ESRs and early intervention demo. The Panel would request written responses within one month followed by a briefing on the topics listed."

Program and Legal Policy Committee
Presenter: Susan Webb
Topic: Committee Priorities

Old Business - Planning Committee
Presenter: Steven Start
Topic: Length and Times of Panel Meetings

Action: Staff will contact each panel member to discuss reasonable accommodation needs to be considered for meeting agenda planning.

New Business
Presenters: Marie Strahan and Sarah Mitchell
Topics: Quarterly Congressional Briefing, September 19 Congressional Testimony, and Additional Correspondence

Motion: With regard to the letter containing questions from Congress, a motion was made, seconded, and passed that the first, second and third questions be referred to the Program Design, Implementation, and Evaluation Committee; and the fourth, fifth, and sixth questions be referred to the Program and Legal Policy committee. The motion passed with Ms. Gracechild abstaining.

Topic: Next Quarterly Meeting, November 13-15, Albuquerque, NM

Action: The theme of the next meeting will be Training, Technical Assistance and Marketing, including the technical assistance centers for the Benefits Planning and Outreach Grants, Systems Change Grants, and Training for ENs.

Topic: Ms. Webb will work with staff to contact the Senate and determine the status of the Work Opportunity Tax Credit. Staff will prepare a letter to the Senate on behalf of the Panel supporting this legislation.

Lunch Break

Vocational Rehabilitation and the Ticket Program
Presenter: Fred Bingham, Administrator; Arizona Department of Economic Security Rehabilitation Services Administration
Topic: Vocational Rehabilitation and the Ticket Program in Arizona

Presenter: Charlene Dwyer, Administrator, Wisconsin Division of Vocational Rehabilitation
Topic: Vocational Rehabilitation and the Ticket Program in Wisconsin

Presenter: John Connelly, Executive Director, Ohio Rehabilitation Services Division
Topic: Preparing for Roll Out of the Ticket Program in Ohio

Employment Networks
Moderator: Bruce Growick, Ph.D., Ohio State University

Presenter: Kathy Petkausko, President; Massachusetts Projects with Industry, Natick, MA
Topic: Experiences as an EN

Presenter: Martin Kaplan, Assistant Executive Director, Jewish Vocational Services, Chicago, IL
Topic: Experiences as an EN

Presenter: Stephen Zwirn, Work Search, Coconut Creek, FL
Topic: Job Search and Networking Services Under the EN System

Non-Traditional Employment Networks
Moderator: Alexandra Kielty, Department of Labor

Presenter: David Gadaire
Topic: One Stop Experiences as an EN

Presenter: Ken Upshaw, Director, Bridges, The Marriott Foundation
Topic: Experiences as an EN

Presenter: Dan Heit, President and Leonard Felman, CEO, Expediter Corporation
Topic: Experiences of a For-Profit EN

The meeting adjourned at approximately 6:00 p.m.

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Thursday, August 22, 2002 - Day 3

The meeting reconvened at approximately 9:00 a.m. with Sarah Wiggins Mitchell, Chair, presiding.

Public Comment
Presenter: Kathy McGinley and Cheryl Bates Harris, National Association of Protection and Advocacy Systems
Topic: P&A Activity During Fiscal Year 2001, Lack of Coordinated, Integrated Supports for Employment

Presenter: Joe McNulty, Executive Director, Helen Keller National Institute
Topic: Use of Ticket by People Who Are Deaf-Blind

Presenter: Dan O'Brien, Ticket Program Manager, OK Department of Rehabilitation Services
Topic: Role of One Stop Centers in Marketing the Ticket Program

Panel Discussions and Deliberations
Presenter: Jim Wiegel, Institute for Cultural Affairs
Topic: Issues from the Meeting that Need Follow-Up and Assignment to Committees

Action: Staff and contractors will develop a report based upon Panel deliberations with issues assigned to committees.

Action: Staff will schedule the February Panel meeting for February 10-12 at the Ritz Carlton in Pentagon City.

Topic: Congressional Briefing

The meeting adjourned at approximately 12:10 p.m.