VCU Benefits
Assistance Resource Center
Benefits Planning, Assistance, &
Outreach/Protection & Advocacy
Projects Training

Day One

8:30 - 9:30 a.m.

Welcome, Introductions, and Overview of Training
	Review of Training Agenda and Materials
	Introduction to VCU-BARC
	Introduction of Participants and Rating on Work Incentives 
	     Knowledge
	Pre-Test

9:30 a.m. – noon

Organization of Social Security Administration and Disability Program Eligibility
	Definition of Disability - Adult and Children
	Sequential Evaluation Process
	Disability Determination Service
	Continuing Disability Reviews (CDRs)
	Age 18 Re-Determination and Section 301
	SSDI Eligibility

There will be a BREAK approximately from 10:00 - 10:15 a.m.

LUNCH will be on your own from 12:00 - 1:15 p.m.

1:15 - 2:24 p.m.

SSI Eligibility
	Income Requirements/FBR and State Supplements
	Deemed Income
	In-Kind Support and Maintenance (VTR and PMV Rules)
	Living Arrangement and SSI
	Resource Test and Exclusions
	Property Essential for Self-Support (PESS)
	Annual Re-Determination Review
	Benefits for the Homeless and Representative Payees
	Application and Appeals Process
	Eligibility Case Studies

There will be a BREAK approximately from 2:45 - 3:00 p.m.	

3:00 - 5:00 p.m. 

Impact of Employment on SSDI 
      Trial Work Period (TWP)
	Extended Period of Eligibility (EPE)

Day Two

8:30 - 12:00 noon

Impact of Employment on SSDI (Continued)
      Substantial Gainful Activity (SGA) Determinations
	Cessation Month and Grace Period
	TWP/EPE Exercise

There will be a BREAK approximately from 10:15 - 10:30 a.m.

LUNCH will be on your own from 12:00 - 1:15 p.m.

1:15 - 5:00 p.m.

Impact of Employment on SSDI (Continued)
	Medicare Coverage and Premiums
	Extended Period of Medicare Coverage Rules
	Expedited Reinstatement (EXR) for SSDI Beneficiaries
	Subsidy and Special Conditions
	Impairment-Related Work Expenses (IRWE)

There will be a BREAK approximately from 2:45 - 3:00 p.m.

Day Three

8:30 - 12:00 noon

Impact of Employment on SSI
	Effects of Earned and Unearned Income on SSI
	General Income Exclusion (GIE) and Earned Income Exclusion
	      (EIE)
	Overview of 1619A and 1619B
	Break Even Point
	Medicaid Coverage and the Medicaid Needs Test
	Student Earned Income Exclusion (SEIE)
	Impairment Related Work Expenses (IRWE)
	Blind Work Expense (BWE)
	Expedited Reinstatement (EXR) for SSI Recipients
	Concurrent Beneficiary Exercise

There will be a BREAK approximately from 10:15 - 10:30 a.m.

LUNCH will be on your own from 12:00 - 1:15 p.m.

1:15 - 2:45 p.m.

Plans for Achieving Self-Support (PASS)
	Purpose of PASS
	PASS Requirements
	PASS Expenditures
	PASS Candidates
	Starting a Business Under PASS
	Calculating a PASS
	Examples and Worksheets
	In-kind Support and PASS
	Concurrent Use of PASS and IRWE

There will be a BREAK approximately from 2:45 - 3:00 p.m.

3:00 - 4:00 p.m.

Ticket to Work  (TTW)
	BPAO/PABSS Role in TTW Implementation
	Eligibility for TTW
	Assigning and Reassigning a Ticket
	Using a Ticket
	Medical CDR Protections
	Program Manager and Employment Networks
	Payment Mechanisms and Dispute Resolution

4:00 - 5:00 p.m.

Wrap Up and Next Steps
	Post-Test
	Review of Field Assignment Requirements
	Required Internet Course on the Practical Application of BPAO Services