Meet our TAA Staff

1. Meet our TAA Staff Back row; left to right: Olajide Williams, Cindy Boyle, Jennifer Anderson, Mohamed Farah, Marla Beaty (Rapid Response/TAA liaison) Front row; left to right: Jackie Umlauf, Sarah Saito, Laurie Larson, Mary Garcia

2. Trade Adjustment Assistance Roundtable TourFall 2018

3. This morning’s agenda • 9:00am Welcome and TAA informational session • 10:00am TAA Training applications, Part 1 • How to develop • 11:00am TAA Training applications, Part 2 • Dislocated Worker Counselors evaluate sample plans • 12:00pm Lunch

4. This afternoon’s agenda • 1:00pm TAA topics and processes: • Application & Waiver submission process • TRA • Waivers • Training Progress Reports • What TAA funding covers • 2:00pm Rapid Response’s competitive process and DW Performance information • 2:45pm Final Questions & Answers • 3:00pm Adjourn

5. From development to determination

6. Six criteria to approve a training application 1. There is no suitable employment available to the customer • Look at LMI – is there growth or is it a depressed area showing little or no growth in a particular occupation. Request additional research from the regional LMI Analyst, if needed. 2. The customer will benefit from appropriate training • Show assessments indicating interests and values. Consider previous experience, outdated credential, hobbies, etc. 3. There is reasonable expectation of employment following training • LMI shows demand and growth; Request additional research from the regional LMI Analyst, if needed

7. Six criteria to approve a training application 4. Training is reasonably available to the customer • List of schools in region with available programming 5. The customer is qualified to undertake and complete training • Refer to assessment and provide examples of prior experience 6. Training is suitable for the worker and available at a reasonable cost • List of schools in region with available programming – preferably public or nonprofit institutions.

8. Training approval email from TAA Congratulations! My name is [TAA Specialist]; I am your Minnesota Trade Adjustment Assistance (TAA) Specialist. Please contact me with TAA-related questions. Be sure to include your Dislocated Worker Counselor (Cc’d above) on any discussions with TAA staff. First Name Last Name, you have been determined eligible for Trade Adjustment Assistance benefits under Petition [ ] (20XX Law).  Today TAA approved your Trade Adjustment Assistance (TAA) training plan [and waiver.] Training Institution: Name of School, City, State  Program: Degree name as the school calls it Start Date: MM/DD/YYYY End Date: MM/DD/YYYY

9. Training approval email cont’d A purchase order will be created and sent to your training institution soon. This purchase order covers tuition, fees, and any required books. If you need to be reimbursed for required tools or exam/license fees, you must contact me prior to any purchase. While in training, you are required to maintain at least a “C” or greater in every class you register for and the TAA program pays for. Minnesota policy states that you are allowed a one-time retake of any class where you do not receive a “C” or higher. Please read our policies by clicking this link One-time Poor Performance Policy and the Benchmark Policy here. The Training Progress Report has been attached to this email. Once you start training, you are required to complete the progress report every 60 calendar daysregardless of school breaks (including if you’re not attending summer term) and submit it to your Dislocated Worker Counselor. Save a copy of the progress report or this email to print additional copies. TAA needs course schedule, grades, and credential. Trade Readjustment Allowance (TRA) benefits may provide temporary income support while participating in the TAA program. While TAA has agreed to pay for your training, there is not a guarantee that you will have TRA benefits throughout your entire training. If you have any questions about your eligibility for TRA benefits you may contact the TRA Unit at deed.tra@state.mn.us.

10. Training approval email cont’d TAA’s pre-approval is needed for any purchases. It often takes a minimum of two weeks for TAA to process any financial request so please keep in close contact with DWC NAME (DW program) and myself (TAA program). **For transportation or costs that TAA pre-approves to reimburse you for, please register as a vendor with the State of Minnesota in the SWIFT system; you can follow the attached registration guide, or click on this link:https://supplier.swift.state.mn.us/psp/fmssupap/SUPPLIER/ERP/h/?tab=SUP_GUEST. Once you receive your Vendor ID by email, please forward that Vendor ID to me** It is your responsibility is to stay in contact with your Dislocated Worker counselor every 30 days, or per counselor instructions. Failure to stay in contact with your counselor and to complete the progress report will put your TAA and TRA benefits in jeopardy. Thank you, and all the best to you in your training program!

11. What if…{unusual cases} • …the new occupation’s median wage is under 80% of the layoff wage? • …the customer wants to attend a private school? • …plan exceeds 130 training weeks • …cost exceeds soft cap $$

12. Group Activity • It’s your turn to review a training application • Work as a group to check the plan • Watch for missing, inaccurate, or unnecessary information • Determine if you can approve, deny, or need clarification • Present summary to large group

13. John: Warehouse Assistant to Heating & Cooling Technician • Worked for Cliffs Mining for 4 years • Layoff wage: $22.00/hr • 27 years old • Has a GED • Goal: full-time employment as a Heating and Cooling Technician • Accepted at St Paul College (1 year Diploma) • Starts training January 2019

14. Roland: Production to Dental Hygienist • Production worker at Great Lakes Polymer for 1 year • Layoff wage: $13.57 per hour • 42 years old • Highest level of education: Associate’s degree • Goal: Full-time employment as a Dental Hygienist • Accepted at Rochester Community & Technical College for Dental Hygiene, AAS (2 year program) • Plans to start training January 2019

15. Topics and Processes • What TAA funding covers • At the school (tuition, required books & fees, parking) • Computers (separate paperwork request) • Tools (if required; separate paperwork) • Reimbursements for uniforms, steel-toed boots, etc. (if required, must be pre-approved!) • Resources: • Handout with resource list • Handbooks and spiral-bound desk aids • Counselor portal • Partner Express newsletter

16. Topics and Processes • Application & Waiver submission process • Send Waivers and ALL applications to deed.taa@state.mn.us • TRA • May not last through graduation • Ends when customer completes TAA-funded, full-time, instructor-led training • Waivers • Can be submitted without a training application • Include IEP/ISS • Training Progress Reports • Due every 60 calendar days regardless of breaks in training • New version released in March 2018: top and bottom portion must be completed

17. Rapid Response • Rapid Response will share the Competitive Process • 30 minutes (2:00-2:30pm)

18. DW Performance • Amy Carlson prepared a ppt / desk aid • 15 minutes (2:30-2:45pm)

19. Final Questions & Answers • Final Questions & Answers • Watch for a survey via email soon • CEUs • Submit mileage & parking requests to deed.taa@state.mn.us by 12/14/18 • Thank you!