Boot Camp Training Agenda1

CaPROMISE Boot Camp Training Agenda

Sacramento: June 23 – 27, 2014

Day 1:Introductions and Benefits Planning

8:30 – 10:00:Welcome (Juney Lee) – 10 minutes

CA Promise Overview (Sylvia Hoggatt) – 30 minutes

CaPROMISE

  • Background
  • Goals
  • Program Design
  • Key Players
  • Key Components
  • Your role as a Career Service Coordinator (CSC)

CaPROMISE Enrollment (Mari Guillermo) – 20 minutes

CaPROMISE Website (Mari Guillermo) – 15 minutes

Introductions (Abby Medina) – 15 minutes

Schedule and Agenda for the week (Abby Medina) – 5 minutes

10:00 – 10:15:Break

SSA Benefits Training (Abby Medina, Karla Bell, Lynn Smith, Linda O’Neal)

10:15 – 11:00:Topic introduction

  • Admin details
  • Objectives

11:00 – 11:15:CSC’s role to promote work and dispel myths about benefits and work

11:15 – 11:45:Overview of SSA benefit programs and work incentive policy

11:45 – 12:15:Eligibility and Application, definitions of disability and disability reviews

12:15 – 12:30:Review and question and answer

12:30 – 1:45:Lunch on your own

1:45 – 2:00:Verification of Benefits: Benefits Planning Query (BPQY)

2:00 – 2:45:Overview of SSI

  • Eligibility
  • Resource limits
  • What does and doesn’t count for savings
  • SSI payment rates
  • Income that affects SSI

2:45 – 3:30:SSI Work Incentives

  • Calculations
  • IRWE – Impairment Related Work Expense
  • BWE - Blind Work Expense

3:30 – 3:45:Break

3:45 – 4:30:Earned Income Exclusion

  • Student Earned Income Exclusion (SEIE)
  • Calculations and exercises

4:30 – 4:45:The Break-even Point, 1619 B, and SSI Safety Nets

4:45 – 5:00:Summary, Takeaways and Questions

Day 2:SSA Benefits Training (Abby, Karla, Linda and Lynn)

9:00 – 9:20:Review and Q&A

9:20 – 10:20:Deeming

10:20 – 10:30:Break

10:30 – 11:35:Deeming worksheet and exercises

11:35 – 12:50:Lunch

12:50 – 2:30:Medi-Cal

  • Overview
  • Categories
  • SSI-linked Medi-Cal
  • 1619B
  • Medi-Cal Working Disabled Program
  • IHSS
  • Medi-Cal check-up

2:30 – 2:40:Break

2:40 – 3:40:Overview of Title II, SSDI work incentives

3:30 – 4:30:Benefits management and wage reporting, strategies for success

4:30 – 5:00:Q&A and evaluations

Day 3: DB 101, Family Resources and Research Protocols and Ethics

8:30 – 12:00:DB 101 Training (Bryon MacDonald)

  • The family context on work and benefits
  • SSA definition of disability
  • Tour of DB101 main features and content sections
  • DB 101 online tools demonstration
  • School and work calculator
  • Benefits and work calculator
  • Benefits planning tools and tips
  • Review and use of Power Point Slides as a desk top reference

12:00 – 1:15:Lunch on your own

1:15 – 3:45:Research protocols and ethics (Elizabeth Booen)

3:45 – 4:00:Break

4:00 – 5:00:Family Resources (Sherry Torok, Linda Landry, Chris LeRoy)

Day 4: Training on Benefits other than SSA (Benchmark Institute)

9:00 – 9:40:Overview of Training

9:40 – 10:30:Overview of public benefit programs

10:30 – 10:45:Break

10:45 – 11:45:SSI

11:45 – 12:45:Lunch

12:45 – 2:15:SSI problem solving

2:15- 2:30:Break

2:30 – 3:30:CalWORKS

3:30 – 4:45:CalWORKS Problem Solving

4:45 – 5:00:Review and Closing

Day 5: Training on Benefits other than SSA (Benchmark Institute)

8:30 – 9:00:Overview of the training

9:00 – 9:10:GA/GR Programs

9:10 – 9:20:Public and Subsidized Housing Programs

9:20 – 10:05:CalFresh Program

10:05 – 10:20:Break

10:20 – 11:45:CalFresh problem solving

11:45 – 12:45:Lunch

12:45 – 1:45:Medi-Cal

1:45 – 3:15:Medi-Cal problem solving

3:15 – 3:30:Break

3:30 – 4:20:Grand Review

4:20 – 4:30:Closing