Department of Commerce and Economic Opportunity

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

TMA – ETIP GRANT PROGRAMJuly 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 CHECKLISTThe 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 PROCEDURESInitial 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

Monika Korzun Education Services Coordinator MKorzun@TMAllinois.org 847-825-1120, ext. 1335OR Sheila Wechter Associate Director of Finance & Administration SWechter@TMAIllinois.org 847-825-1120, ext. 1343

SUBMIT Reimbursement Process Overview

Forms must be submitted by pdfStrongly 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--REQUIREDFORM

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 CPR Safety Course

OSHA and Safety Training Basic Blue Print Reading

Overview of Lean Value Stream Mapping

Internal Auditing Quality Management Systems Training

MSSC Safety and Maintenance Awareness

DISCUSSION OF TRAINING TYPES (2 OF 2)Technical/Workplace Skills

Apprentice Training-Tool and Die (Years 1, 2 and 3)

Geometric Design and Tolerance

Keytrain Training

Fundamentals of/ Introduction to/Advanced/Expert CNC

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 15th of each month following the end of the quarter.)

ETIP RETENTION REPORTING-BY QUARTER

ADDITIONAL CRITERIA DCEO Considerations:

New or changing technologyTotal quality management or continuous

improvementExpansion into new domestic markets Expansion into the global marketplaceOnly 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 trainingThe history of the company in complying

with paperwork requirementsMeeting 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