charlie baker, governor karyn polito, lieutenant governor ronald l. walker, ii secretary alice...

83
Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

Upload: dorcas-hudson

Post on 19-Jan-2016

215 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

Charlie Baker, GovernorKaryn Polito, Lieutenant Governor

Ronald L. Walker, IISecretary

Alice Sweeney, DirectorDepartment of Career Services

2015 Revision

Page 2: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

2

The TAA program has and will continue to help workers who have lost their jobs as a result of foreign trade to quickly rejoin the workforce by providing them with the means to attain competitive and marketable skills for today’s increasingly competitive work environment.

Page 3: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

3

The TAA program helps workers who have lost their jobs as a result of foreign trade. The program offers a variety of benefits and services to eligible workers, including: job training income support (TRA) job search and relocation allowances a tax credit to help with the costs of health insurance

(HCTC) – awaiting operational instructions from IRS a wage supplement to certain reemployed trade-

affected workers that are at least 50 years of age or older (RTAA)

Page 4: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

4

The TAA program was first established by the Trade Act of 1974, and has been amended several times. It was amended in 2002 through the Trade Adjustment Assistance Reform Act of 2002.

In 2009 it was amended through the Trade and Globalization Adjustment Assistance Act of 2009.

On October 21, 2011, it was amended again. President Obama signed the Trade Adjustment Assistance Extension Act of 2011 (TAAEA).

On June 29, 2015, the Trade Adjustment Assistance Reauthorization Act of 2015 was signed into law (TAARA 2015)

Page 5: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

5

Department of Career Services (DCS)

Administers TAA benefits

One-Stop Career Centers (OSCC)

Provide employment and case management

servicesDepartment of

Unemployment Assistance (DUA)

Administers TRA benefits

Page 6: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

6

2002 Actapplies to…

Workers who are covered by petitions filed before May 18, 2009. Petition numbers are 69,999 and lowerANDWorkers who are covered by petitions filed on or after February 15, 2011. Petition numbers 80,000 through 80,999

2009 Act applies to…

Workers who are covered by petitions filed on or after May 18, 2009. Petition numbers are 70,000 through 79,999

2011 Act applies to…

Workers who are covered by petitions filed on or after October 21, 2011. Petition numbers 81,000 through 84,999 AND 80,000 through 80,999 (election group)

Page 7: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

7

TAARA 2015applies to…

Workers who are covered by petitions filed on or after January 1, 2014. Petition numbers are 85,000 and higher

Page 8: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

8

Once a company files a petition, DOL investigates and looks to issue a determination within 40 days.

If the petition is certified, DOL issues the following important dates:

Impact Date – A year prior to the petition filing date Expiration Date – Two years after the certification date

A worker’s separation must fall between these two dates in order to apply for Trade benefits.

Page 9: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

9

After the petition is certified, the Trade Unit at DCS provides the following notices:

Interested Parties Notice – Notification of the certification is sent to vocational schools, community colleges, and career centers.

Legal Notice – A legal notice is placed in a large newspaper in the area where the company is located or where the majority of workers reside.

Individual Notices – An information packet is sent to each affected worker (both currently employed & laid off) of the certified company.

Page 10: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

10

To ensure that DCS notifies all of the affected workers, the Trade Unit will:

1. Contact the company directly or contact Rapid Response to obtain lists of affected employees from the company, and

2. Request a list of UI claimants from DUA who filed

a claim against the company back to impact date.

Page 11: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

11

Sec. 235 – Employment and Case Management Services

State agencies must provide these services to trade-affected workers:

Comprehensive and specialized assessment of skill levels and service needs

Development of an individual employment plan Information on training and financial aid Prevocational services (eg, communication skills, interviewing

skills, personal maintenance skills, etc) Individual career counseling, including job search and

placement counseling Employment statistics information Information relating to supportive services (child care,

transportation, housing assistance, etc)

Page 12: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

12

Co-enrollment allows trade-affected workers to receive supportive services that may assist in a quicker transition to work:

Career Centers should fully integrate TAA participants and resources into the One-Stop Career Center system, thereby maximizing and enhancing exiting employment and case management structures.

Wagner-Peyser WIOA (Dislocated Workers) Other (Adult, Veteran, MA Rehab, ETC.)

Page 13: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

13

All Trade participants are enrolled in labor exchange◦ Marketability must be tested before a participant may

receive training◦ Labor Market Information (LMI) must be used in this

process◦ Use of TORQ and HWOL tools to help with job search,

skills assessment, real-time and historical labor market information TORQ = Transfer Occupation Relationship Quotient HWOL = Help Wanted Online

Appropriate workshops◦ Workshops (resume, interviewing skills, etc) should be

provided immediately to those deemed to be marketable◦ For workers in training, workshops should be provided

before conclusion of training to prepare for employment

Page 14: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

14

All Trade participants are potentially eligible for the WIOA Dislocated Worker program

ETA holds that Trade-eligible participants are dislocated workers◦ Provides for in-depth assessment of participants◦ Provides for ongoing case management

Page 15: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

15

Watch out for those deadlines!

Page 16: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

16

A worker must meet certain deadlines in order to be eligible for TRA (income support).

2002 TAA Program 2009 , 2011 and 2015TAA Programs

Workers must be enrolled in training 8 weeks after certification or 16 weeks after layoff, whichever is later, in order to be potentially eligible for TRA

Workers must be enrolled in training 26 weeks after certification or layoff, whichever is later, in order to be potentially eligible for TRA

Page 17: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

17

The worker must be approved for training by the Trade Unit by the deadlines, or

The worker must be approved for a waiver from training by the Trade Unit.

Page 18: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

18

26 weeks from the date of petition certification OR 26 weeks from the worker’s most recent total

separation from the certified company 45 days “Extenuating Circumstances” extension is

possible Good Cause

2009: State good cause provisions allowable 2011/2015: Only Federal good cause

Worker must be enrolled in training or be approved for a waiver no later than the 26/26 week deadline:

Page 19: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

19

The Extenuating Circumstances (EC) extension extends the 26/26 week deadlines by an additional 45 days.

“Extenuating Circumstances” must be circumstances beyond the control of the worker.

The “Secretary” determines if there are extenuating circumstances that justify an extension in the enrollment period – the state acts as the Secretary in this case.

Page 20: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

20

There is no single, universally endorsed definition of “extenuating”.

In general, the situation must be beyond the individual’s immediate control and must be unusual and/or infrequent, unexpected, and significantly disruptive. Examples include:

Hospitalization Family bereavement Incarceration Domestic displacement Etc.

Page 21: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

21

What if a worker has missed ALL of the deadlines?

The 2009 Act allows the state to apply a “good cause” provision to time limitations.

There are two types of Good Cause provisions:

Good Cause Within 30 Days Good Cause Beyond 30 Days

Page 22: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

22

If a worker has missed the 26-week deadlines, s/he should apply for an Extenuating Circumstances extension.

If the worker has also missed the EC deadline, and it is within 30 days after the EC deadline, then s/he may apply for a Good Cause Within 30 Days provision.

Page 23: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

23

There are 11 reasons a worker may be approved for a Good Cause Within 30 Days provision: Career Center or State staff directly discouraged worker to

file Death of household member or immediate family Delay in mail Determination / Notice never received Emergency family crisis Illiteracy or mental disability to understand Intimidation, coercion, or harassment by employer Limited English Out of state seeking employment Serious illness or hospitalization Other

Page 24: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

24

If a worker has missed the 26-week deadlines, missed the EC deadline, and it is beyond 30 days after the EC deadline, then s/he may apply for a Good Cause Beyond 30 Days provision.

Good Cause Beyond 30 Days

Good Cause Beyond 30 Days

Good Cause Beyond 30 Days

Good Cause Beyond 30 Days

Page 25: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

25

There are 4 reasons a worker may be approved for a Good Cause Beyond 30 Days provision:

Once a worker is notified, it must be documented in MOSES (NOTES). The worker will then have 60 days to be approved for training or on a waiver from training to be potentially eligible for TRA.

No other reasons will be accepted for Good Cause Beyond 30 Days!

Career Center or State staff directly discouraged worker to file

Determination / Notice never received Determination / Notice received after 30 days Intimidation, coercion, or harassment by employer

Page 26: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

26

Effective only with those eligible under the 2011 and 2015 Program

A waiver for good cause of the time limitations applies “with respect to an application for TRA or enrollment in training”. This means the 26 week enrollment in training deadline.

Same application procedure as “state good cause” under 2009 Program

Page 27: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

27

Worker acted reasonably prudent Determination/Notice not received Factors outside of the control of the worker Worker sought extension in timely manner Worker physically unable to take timely action Intimidation, coercion, or harassment by employer Worker misinformed by career center or state staff Reasonable advice not provided to worker Compelling reasons or circumstances

◦ Neglect by the state◦ Illness or injury to worker or immediate family◦ Delay in mail◦ Natural catastrophe◦ Delay in employer providing information◦ Compelling personal affairs or problems◦ Communication not in worker’s native language◦ Loss or unavailability of records

Page 28: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

28

Equitable Tolling of a deadline may only apply in egregious circumstances where an individual acted with due diligence to meet the deadline.

What benefits can be Equitably tolled?◦ Training for TRA purposes◦ Additional TRA◦ Job Search Allowances◦ Relocation Allowances

Equitable TollingMay apply to all TAA customers

Page 29: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

29

Equitable Tolling should be applied in situations where it would be manifestly unfair to deny a worker TRA based on the worker’s failure to meet a deadline or to deny other TAA benefits due to missed deadlines (Additional TRA, Job Search Allowances, Relocation Allowances).

Equitable Tolling is available for those under the 2002, 2009, 2011and 2015 Programs

A 45 day EC must be submitted and approved prior to Equitable Tolling being approved.

Page 30: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

30

Length of Time Allowed:

◦ Training for TRA purposes Start on date person knew or should have known + the

later of the last day of the 8th week or 56 days

◦ Additional TRA Start on date person knew or should have known + 210

days

◦ Job Search Allowances Start on date person knew or should have known + 365

days OR if participated in TAA approved training + 182 days from the end date of training

◦ Relocation Allowances Start on date person knew or should have known + 425

days OR if participated in TAA approved training + 182 days from the end date of training

Page 31: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

31

A worker must first apply for the Extenuating Circumstances extension. If the EC extension is not approved, then the worker cannot apply for the Good Cause provision, Federal Good Cause or Equitable Tolling.

This is because if the worker does not have circumstances that are extenuating, then s/he would not have good cause, either.

Page 32: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

32

A worker must be enrolled in training or be approved for a waiver no later than:

26 weeks from the date of petition certification OR 26 weeks from the worker’s most recent total

separation from the certified company

Remember, workers only need to meet these deadlines if they want to be eligible for TRA income support. If they miss the deadlines, they can still potentially get training, but will have no income support from Trade.

• 45 days “extenuating circumstances” extension is possible

• EC must be approved prior to Federal Good Cause and Equitable Tolling

Page 33: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

Federal Good Cause Equitable Tolling

Statutory Yes No

Program Applicable under the 2011 & 2015 Program

Available in 2002, 2009, 2011, & 2015 Programs

Deadlines Can be applied ONLY to application for TRA and enrollment in training

Applies to any TAA deadline

33

Page 34: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

34

Training Under the Trade Program

Page 35: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

35

Trade’s Axiom:

The least amount of training at the lowest possible cost in the shortest amount of time to be able to obtain

“suitable employment”.

Page 36: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

36

1. There is no suitable employment (which may include technical and professional employment) available for the adversely affected worker.

2. The worker would benefit from appropriate training.

3. There is a reasonable expectation of employment following completion of such training.

4. Training approved by the Secretary is reasonably available to the worker from either governmental agencies or private sources.

5. The worker is qualified to undertake and complete such training.

6. Such training is suitable for the worker and available at a reasonable cost.

Usage of TORQ and HWOL Usage of TORQ and HWOL in Career Centersin Career Centers

Page 37: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

37

If a worker’s TRA will run out prior to the end of training, the training may be approved if the worker demonstrates the financial ability to complete the training after the end of TRA.

2002 TAA Program

2009 TAA Program

2011 and 2015 Programs

Up to 104 weeks

Up to 130 weeks if the worker was also enrolled in remedial training

Up to 130 weeks

Up to 156 weeks if the worker was also enrolled in remedial training

Up to 130 weeks

Training which exceeds the maximum number of weeks allowed may not be paid for under the TAA program.

Page 38: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

38

Program Maximum Weeks

Part-Time Breaks in Training (Days)

2002 130 No 14

2009 156 Yes 30

2011 130 Yes 30

2015 130 Yes 30

Online Training, Remedial/Prerequisites allowed for all programs

A training program may be comprised of several training components (i.e.: remedial training first, then vocational training, may also combine classroom and OJT)

Page 39: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

39

Suitable employment is defined in the Trade regulations as work of an equal of higher skill level and with a wage of at least 80% of the worker’s prior average weekly wage.

Page 40: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

40

$10,000 for remedial training per year $20,000 for vocational training $28,000 for degree programs

$35,000 max including travel, subsistence, etc.

Currently in Massachusetts, For all TAA participants, a training program (tuition, fees and books) cannot exceed:

Page 41: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

41

Training may be approved before separation for adversely affected workers covered under the 2009, 2011and 2015 Acts ONLY. The incumbent worker must be someone who:

1. Is a member of a group of workers that has been certified as eligible to apply for TAA benefits

2. Has not been totally or partially separated from employment, but has a layoff date verified by the company and

3. Is determined to be individually threatened with total or partial separation (will be monitored via case management).

Page 42: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

42

A worker may only be approved for one training one training program per certification.program per certification.

Therefore, a training program begun prior to separation counts as that one training program, and the training plan should be designed to meet the long-term needs of the worker.

Note: A training program may be comprised of several training components (i.e., remedial training first, then vocational training)

Page 43: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

43

Remember, to be eligible for TRA, a worker must be approved for training (or be approved for a waiver) no later than:

26 weeks from the date of petition certification OR 26 weeks from the worker’s most recent total

separation from the certified company 45 days “Extenuating Circumstances” extension is

possible Good Cause

2009: State good cause provisions allowable 2011/2015: Only Federal good cause

Prepare and submit your training packages (requests) to allow sufficient time for review by the Trade Unit.

Page 44: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

44

The MA TAA Unit will now require submission of accurate training course outlines with cost breakdowns for ALL certificate and degree programs at any college/university.

Training course outlines must also specifically identify costs associated with any required remedial/developmental education components of the planned training program.

Therefore, local areas must assure that identification of any required remedial/developmental education needed by a TAA eligible individual is identified through appropriate assessment/testing prior to submission of the training request to the MA TAA Unit.

Page 45: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

45

Examples of remedial training include: Basic math & writing skills English for Speakers of Other Languages (ESOL) Courses leading to a Hi-Set (GED)

Remedial training can occur concurrently with other training

Remedial training can occur at any time of the training program, but Remedial TRA is collected at the end (after all other TRA has been exhausted)

Page 46: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

46

The training course outlines must include accurate itemized cost estimates for each of the following elements:Tuition Fees Policy Books 100 DCS 13.113Supplies Health InsuranceOther (such as an itemization of required tools, equipment, uniforms)

Page 47: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

47

The following categories describe items that may be paid for with TAA funds:

1. Textbooks2. Tools3. Basic Supplies and Materials4. Uniforms5. Special Supplies/Equipment (i.e. laptop)6. Required test fees

Only those supplies, materials and equipment required of all students participating in the same training program may be covered.

Page 48: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

48

Basic Supplies/Materials Examples

Allowable Not Allowable

PaperNotepadsPencilsPensHighlightersComputers/Laptops when required Calculator (small, hand-held, desktop)

BriefcasesBackpacksBasic Software (i.e. Word, Excel, Outlook, etc.)Personal items (e.g., envelopes, staplers)

Page 49: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

49

The maximum amount that can be approved for basic supplies, materials for each customer is:

For a training program based on a semester schedule:

Thirty dollars ($30) per semester (full semester) Fifteen dollars ($15) per intersession

For a training program based on a weekly, non-semester schedule:

$15 for a training program scheduled for 13 weeks, or less.$30 for a training program scheduled for 14 to 26 weeks in length.$60 for a training program scheduled for 27 to 52 weeks in length.$90 for a training program scheduled for 53 to 78 weeks in length.$120 for a training program scheduled for 79 to 104 weeks in length.

These material/supply costs must be pre-approved and receipts along with a completed REQUEST FOR REIMBURSEMENT form must be submitted for reimbursement.

Page 50: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

50

Maximum Cost Allowed

PC/Laptop

$1000one-time purchase of a required PC or laptop Criteria for PC/Laptop Cost Approval

1. Customer must submit cost information on a minimum of two comparable models

2. Purchase cost will be covered only if use of a computer/laptop is a requirement of the training provider for participation in the specific training program and only if it is a requirement for all participants of the program

The Trade Unit understands that computers are required for most college level course work, but these could be computers used in a college’s computer lab.

Therefore, we will not be approving PCs/Laptops for all TAA customers that are approved for college level training and do not already have a computer.

Page 51: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

51

Case Management / Follow-up Case Notes FIRST consideration must be given to the LOWEST

cost training provide in the client’s commuting area

Effects of Withdrawing/Disqualifications Leaves of Absence Effects of Recalls, Temporary or Part-Time

Employment or Suitable employment Once training has commenced, go to the Course

Activity tab and EDIT the pending course. Do not ADD another course on this tab.

Page 52: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

52

What if the worker is unable to participate in training due to health issues?

- Must be actively job searching and available for work

- Must provide physician’s statement indicating inability to attend training but ability to work

Page 53: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

53

Workers may be approved for a waiver from training. This allows them to collect “Basic” TRA income support.

However, while workers approved for training do not have to actively seek employment, workers approved for a waiver must conduct a regular job search.

Page 54: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

54

Job search efforts must be documented when submitting waiver requests.

2002 TAA Programs2009, 2011 and 2015

TAA Programs

Waivers must be reviewed monthly

If customer wants training, the training must be approved within 30 days before the waiver ends

Waivers are first reviewed after three months and then monthly thereafter

Customer can be approved for training by the Monday of the 1st. week occurring 30 days after the waiver ends

Page 55: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

55

Waiver Type2002 and 2009

Programs2011 and 2015

Programs

Health Condition X X

Enrollment in Training Not Available

X X

No Training is Available X X

Recall X NO LONGER AVAILABLE

Marketable Skills X NO LONGER AVAILABLE

Retirement X NO LONGER AVAILABLE

Page 56: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

56

Worker is subject to recall within 6 months ◦ A written notification of recall by the firm from

which the separation occurred must be provided

Worker possesses marketable skills◦ A resume, assessment, etc must be provided

Worker is near retirement ◦ Worker must be eligible to collect Social Security or

Private Pension at time of waiver request.

Page 57: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

57

Worker is in poor health◦ A doctor’s note must be provided; the worker

must be able to conduct job search

Delay in first available enrollment date for training◦ This means that training does not start within 30 days

of approval◦ Training must start within 60 days of the training

approval

Training funds are not available under TAA or other Federal Laws◦ No training funds are available, or there is no suitable

training at a reasonable cost

Page 58: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

58

Remember, to be eligible for TRA, a worker must be approved for a waiver (or be approved for training) no later than:

Prepare and submit your waiver requests to allow sufficient time for review by the Trade Unit.

Remember to document LMI, job search efforts, etc.!

26 weeks from the date of petition certification OR 26 weeks from the worker’s most recent total

separation from the certified company 45 days “Extenuating Circumstances” extension is

possible Good Cause

2009: State good cause provisions allowable 2011/2015: Only Federal good cause

Page 59: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

59

These benefits are for TAA approved participants who have interviews or job offers outside of their normal commuting area.

Page 60: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

60

•The client must be traveling out of their “normal commuting area”.“Normal Commuting Area” is considered to be travel which is 30 miles greater than they were traveling from work to the adversely affected employment.

•A Job Search Allowance may be granted only once, for one 30-day period, under a certification. However, there may be several job searches during that 30-day period.

2002, 2011 and 2015TAA Programs

2009 TAA Program

90% of allowable costs, up to $1,250

100% of allowable costs, up to $1,500

Page 61: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

61

2002, 2011 and 2015TAA Programs

2009 TAA Program

90% of allowable costs, up to $1,250

Provides an additional lump sum payment of up to $1,250

100% of costs, up to the statutory limit for Federal Employees

Provides an additional lump sum payment of up to $1,500

Page 62: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

62

Trade Readjustment Allowances (TRA):

Income support under the Trade Program

Page 63: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

63

Trade Readjustment Allowances (TRA) is income support, similar to UI benefits, available to eligible individuals after they have collected their UI benefits and any federal or state extensions of UI like EUC and EB.

As mentioned earlier, TRA benefits are administered by DUA.

Page 64: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

64

An individual must… Meet the 26-week deadline Be Trade-eligible Have 26 weeks of employment at the Trade-

certified company earning $30 or more Be eligible for UI based on separation from Trade-

certified company Have exhausted all UI (on initial claim) Accept suitable work, actively seek work, be

referred to suitable work Be enrolled in TAA-approved training or have an

approved waiver from training

Page 65: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

65

TRA Type 2002 2009 2011and 2015

BASIC52 (reduced by any UI

received)52 (reduced by any

UI received)52 (reduced by any UI

received)

ADDITIONALup to 52 weeks

in 52

up to 78 weeks

in 91

Up to 65 weeks

in 78

(Total) 104 weeks 130 weeks 117 weeks

REMEDIAL UP TO 26 weeks UP TO 26 weeks No Longer Available

COMPLETION ___________ ___________

UP TO 13 weeks (during the last 20

weeks of training) if established

benchmarks are met and still in training

TOTAL NUMBER OF

WEEKS130 weeks 156 weeks 130 weeks

Page 66: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

66

There are up to three types of TRA depending on which petition you are under:

◦ Basic TRA◦ Additional TRA◦ Remedial TRA (2002 and 2009 only)

◦ Completion TRA (2011 and 2015 only)

Page 67: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

67

Available after worker has exhausted UI and any EUC Any extensions of UI (e.g., EUC and EB) may reduce

either the number of weeks one may be paid TRA benefits and/or the dollar amount of potential TRA benefits one may be entitled to

Worker must be in TAA-approved training or have an approved waiver from training

No Basic TRA can be paid if worker has a break in training of 30 days or more (excludes weekends and holidays)

Can continue to collect Basic TRA after training ends as long as worker is conducting job search

UI/EUC and Basic TRA

= 52 weeks

Page 68: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

68

UI/EUC and Basic TRA = 52 weeks

Worker must have exhausted all Basic TRA Worker must be in approved training full-time (cannot be on a

waiver) Workers under the 2002 Act have 52 weeks to collect all

Additional TRA Workers under the 2009 Act have 91 weeks to collect all

Additional TRA Workers under the 2011and 2015 Act have 78 weeks to collect

all Additional TRA No Additional TRA can be paid during any breaks in training Once training ends, Additional TRA ends

Additional TRA (if in training) = 52, 65,or 78 weeks max

Page 69: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

69

Worker must have exhausted all Additional TRA Worker must be in approved training full-time

(cannot be on a waiver) Worker must have attended remedial training Worker receives one week of Remedial TRA for

each week of remedial training, up to 26 weeks

Remedial TRA (if in training)*2002 and 2009 only*

= 26 weeks max

UI/EUC and Basic TRA = 52 weeksAdditional TRA (if in training)

= 52, 65,or 78 weeks max

Page 70: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

70

Completion TRA provides participants with up to 13 additional weeks of TRA within the last 20 weeks of their training plan

This new category of TRA aligns with the Department’s larger aim to increase the completion of recognized credentials…

Conditions of Completion TRA:

◦ The requested weeks are necessary for the worker to complete a training program that leads to a degree or industry recognized credential; AND

◦ The worker is participating in training each week; AND

◦ The worker has met the performance benchmarks established in the approved training plan; AND

◦ The worker is expected to continue to make progress toward the completion of the approved training; AND

◦ The worker will be able to complete the training during the period authorized for receipt of Completion TRA

Page 71: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

71

Must be established at the beginning of all training programs longer than 3 months

REQUIRED for Completion TRA eligibilityReviews will be conducted at 60 day intervals from the start of the training plan

◦ This will strengthen case management effortsBenchmarks will be documented in an IEP/CDP and signed by the participant

Encourages early intervention and modification of unsuccessful training plans

◦ Modifications can increase training completion and credential attainment

◦ Modifications can include: tutoring, changing from a degree to certificate, etc.

Policy 100 DCS 13.110

Page 72: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

72

UI/EUC and Basic TRA = 52 weeks

Additional TRA (if in training)

= 52 weeks max

Maximum of = 104 weeks

Remedial TRA (if in training & took remedial training)

= 26 weeks max

Maximum of = 130 weeks

Page 73: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

73

UI/EUC and Basic TRA = 52 weeks

Additional TRA (if in training)

= 78 weeks max

Maximum of = 130 weeks

Remedial TRA (if in training & took remedial training)

= 26 weeks max

Maximum of = 156 weeks

Page 74: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

74

UI/EUC and Basic TRA = 52 weeks

Additional TRA (if in training)

= 65 weeks max

Maximum of = 117 weeks

Completion TRA (if Benchmarks and other criteria are met)

= 13 weeks max

Maximum of = 130 weeks

Page 75: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

75

A worker may work part-time while attending training full-time.

Under the 2009, 2011 and 2015 Acts, a worker can earn up to their weekly TRA benefit amount without any deduction. 

After the TRA benefit amount has been reached, the balance of earnings is subject to the 1/3 rule.

Page 76: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

76

ATAA = 2002 Law

RTAA = 2009, 2011and 2015 Laws

Page 77: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

77

2002 TAA Program – ATAA(Available to workers Covered by Petitions with Numbers 69,999 or below AND 80,000 to 80,999 for the (election group).

2009 TAA Program - RTAA(Available to Workers Covered by Petitions with Numbers 70,000 through 79,999)

2011 and 2015 TAA Program -RTAA(Available to Workers Covered by Petitions with Numbers 81,000 and higher

Available to workers 50 years of age or older

Requires a separate certification of group eligibility

Workers may not participate in TAA-approved training

Available to workers 50 years of age or older

Does not require a separate certification of group eligibility

Workers may participate in TAA- approved training

Available to workers 50 years of age or older

Does not require a separate certification of group eligibility

Workers may participate in TAA- approved training

Page 78: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

78

2002 TAA Program – ATAA (Available to workers Covered by Petitions with Numbers 69,999 or below AND 80,000 to 80,999 for the (election group).

2009 TAA Program - RTAA(Available to Workers Covered by Petitions with Numbers 70,000 through 79,999)

2011 and 2015 TAA Program - RTAA(Available to Workers Covered by Petitions with Numbers 81,000 and higher)

Requires full-time employment within 26 weeks of separation

ATAA must be applied for within 2 years of the customers reemployment date

Does not set a deadline for reemployment

Requires full-time employment, unless the worker is also enrolled in full-time TAA-approved training and employed at least 20 hours per week

Does not set a deadline for reemployment

Requires full-time employment, unless the worker is also enrolled in full-time TAA-approved training and employed at least 20 hours per week

Page 79: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

79

2002 and TAA Program – ATAA

2009 TAA Program - RTAA

2011 and 2015 TAA Program - RTAA

Available only for workers earning less than $50,000 per year in reemployment

Maximum benefit of $10,000 over a period of up to two years

Participants are eligible for the HCTC

Available only for workers earning less than $55,000 per year in reemployment

Maximum benefit of $12,000 over a period of up to two years

Participants are eligible for the HCTC

Available only for workers earning less than $50,000 per year in reemployment

Maximum benefit of $10,000 over a period of up to two years

Participants are eligible for the HCTC

Page 80: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

80

50% of the difference between all reemployment wages and all wages earned at separation (all wages as of last week of employment)

HCTC Only while on A/RTAA Not to exceed 2 yearsPlease Note: Awaiting Operating Instructions for HCTC from IRS

Eligible for Relocation Allowances (not Job Search allowances though)

Page 81: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

81

Assistance with the costs of

health insurance premiums

Please Note: Awaiting Operating Instructions for HCTC from IRS

Page 82: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

82

A tax credit covering xx% of an eligible participant’s monthly qualifying health insurance premium

The HCTC can be claimed monthly or yearly

Page 83: Charlie Baker, Governor Karyn Polito, Lieutenant Governor Ronald L. Walker, II Secretary Alice Sweeney, Director Department of Career Services 2015 Revision

83

MEASURE

2015 Goals

2015 1st

Quarter

2015 2nd

Quarter

2015 3rd

Quarter

Entered Employment Rate (EER) 71.1% 80% 81% 80.7%

Employment Retention Rate (ERR) 91.2% 91% 91% 91.5%

Average Earnings (AE) $19,799 $17,005 $18,036 $17,782