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CIL PASS Overview

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PASS WRITING TRAINING AGENDA

Coffee, juice, pop, donuts/rolls will be available each day at 8:30 am.
Morning #1 - 9 am to 10:15 am
Morning #2 - 10:30 am to 11:45 am
Lunch - 11:45 am to 1:15 pm
Afternoon #1 - 1:15 pm to 2:30 pm
Afternoon #2 - 2:45 pm to 4 pm

Day 1

     Morning #1
             Introductions
             History of PASS
             PASS Statute
             Terminology
             Comparison SSI/SSDI

     
Morning #2
             Income calculations
             
     
Afternoon #1
             Elements of a PASS
             PASS strategies
             SSI + wages or assets
             Concurrent benefits
             SSDI/RSDI only

     
Afternoon #2
             The new form
             The PASS business plan

Day 2

     Morning #1
             Review regulations

     
Morning #2
             The PASS Appeals Process
             The PASS Process

     
Afternoon #1
             PASS management
             Post approval issues
             Information packet for approved PASS’s

     
Afternoon #2
             PASS advocacy and negotiation
             PASS compliance reviews

Day 3
     
     
Morning #1
             How to run a PASS Writing business
             The PASS Writer's PASS

     
Morning #2
             Screening possible PASS candidates
             CIL’s and PASS
             Consumer control
             Staff writing PASS’s for CIL’s
             Marketing PASS to Voc Rehab
             Presentations

     
Afternoon #1
             Sample PASS’s from trainees - discussion

     
Afternoon #2
             PASS writers’ resources and networks
             PASS and the Internet
             Q & A

People completing this training are ready to write and advocate for PASS’s, as a part of
their own business as a professional PASS preparer,, or for CIL consumers. Tuition for
this 3 day training is $400, and includes extensive study materials before, and during
the training and follow up consultation services. CEU’s can be provided. Hotel and
travel arrangements are handled by the trainees.