If the individual requests an informal conference, determine whether a teleconference would be acceptable. If acceptable, determine the best time and phone number to contact the individual . Forward this information -- along with the Request for Reconsideration and any other material submitted -- to the servicing PASS Cadre via WorkTrack. Advise the individual that a PASS Specialist or AWIC, who did not make the initial decision, will contact them by mail or telephone.
When the applicant has pertinent material to submit, a PASS Specialist may ask them to submit the material to the servicing FO. If the individual submits the material to the FO, fax the documents into WorkTrack on the day you receive it or the next working day. Alert the PASS Cadre by email that the individual submitted the appeal documentation, indicating the individual's SSN and where the appeal is electronically stored. After the conference, just as with any case review, the PASS Specialist will document their decision, make the corresponding system inputs, and issue the notice to the individual.
If the individual insists on an in-person conference and there is not a PASS Specialist available within the service area, refer the matter to the manager of the servicing FO. The manager may delegate the handling of the matter to an FO employee who is at least equal in grade to the employee who made the initial decision. This FO employee will:
make any corresponding changes to the SSR;
issue the notice to the individual; and
send a copy of the notice and any other materials to the PASS Cadre via WorkTrack.
NOTE: Management may designate a lower-graded employee to assist with these activities, but this employee may not make the reconsideration decision.