Department

of Commerce and Economic Opportunity

Employer Training Investment Program (ETIP) Fiscal Year 2014 Information Meeting

TMA – ETIP GRANT PROGRAM

 July 1, 2013 through May 31, 2015 (rather than June 30, 2015— Exceptions Available)  Grant process overview  Tips to make the process easier for all participants

TMA’S CHECKLIST

 The checklist walks you through the process in terms of what forms to complete with each of the four possible submissions for reimbursement.

 We will look at each form and respond to questions about them today  ETIP is a puzzle of paper pieces— each submission, by class and by company, must be a complete set.

 It’s not rocket science, but it can be tedious.

 If you can’t determine how the paperwork you’re submitting flows together, the TMA staff will not be able to follow it either.

      

GRANT APPLICATION PROCESS

You’ve received a hard copy and you may download FY14 ETIP reimbursement forms at the TMA website www.TMAIllinois.org

Company Profile Most important fields: DCEO: Illinois Unemployment Insurance # and NAICS code TMA: ETIP Contact Person Profile must be signed by an officer/authorized manager of the applicant 23 months of training is eligible for reimbursement: Training conducted between Monday, July 1, 2013 and on or before Friday, May 29, 2015

TMA’S ETIP PROCEDURES



Initial FY2014 Phase

 Profile and reimbursement forms for any training eligible for ETIP match conducted between 7/1/13 and 9/30/14  E-Mail a single pdf of the entire package of a possible 15 months of training to

Orlando Pastore

Staff Accountant

[email protected]

847-825-1120, ext. 1348

SUBMIT



Reimbursement Process



Overview

 Forms must be submitted by pdf  Strongly encouraged that the forms be digitally prepared and/or typed as they must be scanned for submission to TMA and by TMA to DCEO.

EACH COURSE/ TRAINING SESSION--

REQUIRED FORM

   Each course —no matter the number of sessions or trainees — requires one of these forms.

The only eligible expense is each trainer’s fee for actual hours of instruction.

Combine sessions of the same course content.

INVOICE AND PAYMENT SAMPLE

ATTENDANCE SHEET—ONE PER SESSION

DISCUSSION OF TRAINING TYPES (1 OF 2)



Information Technology/Computer Skills

 Software Training (MRP and ERP and similar products)  Autocad Levels 1 and 2  Introduction to Solid Works  Mastercam Levels 1 and 2 

Quality

    Forklift Safety Training OSHA and Safety Training Overview of Lean Internal Auditing      CPR Safety Course Basic Blue Print Reading Value Stream Mapping Quality Management Systems Training MSSC Safety and Maintenance Awareness

DISCUSSION OF TRAINING TYPES (2 OF 2)

 Technical/Workplace Skills     Apprentice Training-Tool and Die ( Geometric Design and Tolerance Keytrain Training Fundamentals of/ Introduction to/Advanced/Expert CNC Years 1, 2 and 3 )    Basic Math and Measurements Fast Track Supervisory Class Systematic Molding  Any other classes must be approved by DCEO prior to submission

TMA-ETIP GRANT PROCESS TIMELINE

   Beginning tomorrow, Thursday, August 14–Prepare Company Profile and any training completed to-date If you will not be conducting training in the third quarter, 7/1/14-9/30/14, you may prepare an initial submission now Reimbursement paperwork for each quarter is due no later than 5 business days following the end of the quarter (because TMA has to process and submit by the 15 th of each month following the end of the quarter.)

ETIP RETENTION REPORTING-BY QUARTER

ADDITIONAL CRITERIA

     

DCEO Considerations:

 New or changing technology Total quality management or continuous improvement Expansion into new domestic markets Expansion into the global marketplace Only training provided by an external trainer (including TMA) qualifies for 2014

TMA Considerations:

     Amount of grant award to the TMA-$750,000 Total dollar value of companies requesting grants Cost effectiveness of the training The history of the company in complying with paperwork requirements Meeting projected totals: 250 companies/63 New and 737 Existing Employees

TMA CHANGES FOR FY2014

Highlights

 There is one combined Trainee Retention Report to be submitted at the end of the grant period (not the end of each quarter).

 It will be most easily managed and completed if you begin with the first person trained and update as you train people beginning in the current quarter.

 The new format includes employee hourly rates of compensation at the time of training and at the 90-day point. You must complete these sections for reimbursement.

 For any class funded with ETIP dollars, companies must notify those trained that the ETIP program assisted in underwriting the training: paycheck stuffers, posting by time clock, article in company/employee newsletter. For training that will be held from 9/1/14 forward, the forms the employee completes can inform the trainee of ETIP’s role in the underwriting of the training.

REIMBURSEMENT PAPERWORK DEADLINES

 Final Reimbursement Deadline: May 31, 2015 (Exceptions Available)  Up to four submissions:  Completed Training 7/1/13-9/30/14  Each quarter thereafter: 10/1-12/31/14; 1/1-3/31/15 and the two-month final period, 4/1-5/31/15   Due Dates for Reimbursement Paperwork: Fifth Business Day Following End of Quarter

TIPS FOR SUCCESS

 Gather the required information on an ongoing basis  Verify that your company’s name is on every form  Combine multiple sessions of the same class into one training  Training hours equals length of the session or group of sessions for the same training  Work with training vendors upfront to assure that their invoices meet grant program requirements

EFFECTIVE RELATIONSHIP REQUESTS

 Ensure submissions are on time and complete  Submissions must be packaged in the order of the checklist  Reimbursement Paperwork must be returned by pdf (please contact the Grant Manager, if this presents any challenges)  Notify the grant manager ASAP if data provided changes—it may affect your company’s allocation