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On-the-Job Training National Emergency Grant Project (OJT/NEG Project). Training. Training Agenda. 9:30am – 9:45am Introductions 9:45am – 10:30am OJT/NEG Project Overview 10:40am – 12:30pm OJT Forms 12:30pm – 1:30pm Lunch 1:30pm – 2:30pm Training Plan Development
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On-the-Job Training National Emergency Grant Project(OJT/NEG Project) Training
Training Agenda 9:30am – 9:45am Introductions 9:45am – 10:30am OJT/NEG Project Overview 10:40am – 12:30pm OJT Forms 12:30pm – 1:30pm Lunch 1:30pm – 2:30pm Training Plan Development 2:40pm – 3:30pm OJT in MOSES Overview 3:30pm – 4:00pm Closing / Wrap-up
Introductions • Introduction to the training • Name Tents (name on front and back) • Folders (contents double-sided) • OJT/NEG Project Training powerpoint presentation • OJT/NEG Project Policy (MassWorkforce Issuance No. 10-92) • OJT/NEG Project Forms (Attachments A, D-N) • Employer Eligibility Checklist Guide • OJT/NEG Project Q&A • OJT/NEG Project MOSES powerpoint presentation • Helpful Tips for a Successful OJT • Job Zone Training Time Conversion Chart • Training Plan Examples • Training Evaluation • Parking Lot • Feedback encouraged
Introductions (cont’d) • Getting to Know You: • Name • Affiliation • Title • Experience with OJT • Objective for training
OJT/NEG Project Overview • Reimbursement is based on Employer size at the OJT training site: • 1 to 50 employees -- 90% reimbursement • 51 to 250 employees – 75% reimbursement • 251 or more – 50% reimbursement • Maximum reimbursement level is based on the Commonwealth’s average wage (currently $25.34) • Example 1: Employer with 30-person training site pays OJT Trainee $15.00/hr • Reimbursement = $13.50/hr ($15.00 x 90%) • Example 2: Employer with 60-person training site pays OJT Trainee $35.00/hr • Reimbursement = $19.01 ($25.34 x 75%) • OJT Trainee wages must be comparable to employees performing similar work, and with similar experience.
Local Area process OJT/NEG Project Overview Required Form Primary Operator process Employer Outreach Job Seeker Outreach Review Checklist (5 days) • Eligibility Not Approve Checklist & Request re-submission Employer Eligibility Checklist Approve Checklist • “reserve” voucher • 30-day clock starts Determine Trainee Match Develop OJT Training Plan Review Pre-Contract (5 days) • fund availability • funding source OJT Pre-Contract Form Not Approve Pre- Contract & Request revisions Develop/Review Contract with Employer Review OJT Training Plan with Employer & Trainee Review Monthly Progress Reports with Employer & Trainee Review Invoicing with Employer Approve Pre-Contract Review Draft Contract (5 days) • Terms, conditions, assurances Not Approve Draft Contract & Request edits/revisions Draft OJT Contract Approve Draft Contract OJT Contract (Employer signature) Full Training Plan OJT Justification Form Certificate of Good Standing Review OJT Contract & other Forms (5 days) Not Approve Contract/Forms & Request re-submission OJT Starts! • Sign Contract • Send Copies of Contract
OJT/NEG Project Overview (cont’d) OJT Underway Local Area process Required Form • Local Monitoring Report • Completed by Local Area • min 2x per OJT (required) • First one 2 weeks after OJT start (suggested) Primary Operator process DCS Process • OJT Monthly Progress Report • Completed by Employer • Signed by Employer & Trainee OJT support & maintenance • Review Invoice • validity & accuracy • OJT Employer Invoice • Signed by Employer & Local Area • payroll information • Approve • Reimbursement sent to Employer • Not Approve • Request Resubmission • Review Invoice • validity & accuracy OJT Voucher Invoice • Not Approve • Request Resubmission • Approve • Voucher payment to Local Area • Primary Operator Review • 1x per OJT DCS Monitoring
OJT Forms - Overview • List of OJT Forms Employer Eligibility Checklist OJT Monthly Progress Report Certificate of Good Standing OJT Local Monitoring Report OJT Pre-Contract Form OJT Employer Invoice OJT Justification Form OJT Voucher Invoice OJT Contract • Customizing forms • Cannot take out content or compromise integrity • Can add content (e.g. logos), change font, minor reformatting • Local areas will monitored against local process • If unsure, ask Primary Operator • Suggestions, contact Cheryl Scott • Forms can be sent electronically or faxed to Primary Operator (except OJT Contract—original is needed) • All communication regarding the forms will take place between the Primary Operator and the Local Area Single Point of Contact (SPoC).
Local Area process OJT/NEG Project Overview Required Form Primary Operator process Employer Outreach Job Seeker Outreach Review Checklist (5 days) • Eligibility Not Approve Checklist & Request re-submission Employer Eligibility Checklist Approve Checklist • “reserve” voucher • 30-day clock starts Determine Trainee Match Develop OJT Training Plan Review Pre-Contract (5 days) • fund availability • funding source OJT Pre-Contract Form Not Approve Pre- Contract & Request revisions Develop/Review Contract with Employer Review OJT Training Plan with Employer & Trainee Review Monthly Progress Reports with Employer & Trainee Review Invoicing with Employer Approve Pre-Contract Review Draft Contract (5 days) • Terms, conditions, assurances Not Approve Draft Contract & Request edits/revisions OJT Draft Contract Approve Draft Contract OJT Contract (Employer signature) OJT Justification Form Certificate of Good Standing Review OJT Contract & other Forms (5 days) Not Approve Contract/Forms & Request re-submission OJT Starts! • Sign Contract • Send Copies of Contract
OJT Forms - Employer Eligibility Checklist • Refer to Employer Eligibility Checklist Guide for guidance on how to complete the checklist. • Checklist is used to determine Employer eligibility for OJTs for both OJT/NEG Project and regular WIA OJTs. • Highlighted areas for review: • How employer layoffs impact eligibility • Checking good standing with Department of Unemployment Assistance • Checking Debarment status • Certificate of Good standing
OJT Forms - Employer Eligibility Checklist (cont’d) • Layoffs • 3 year timeframe to understand the Employer’s history of layoffs. Must understand: • Pattern of layoffs • Frequency of layoffs • Circumstances in which layoff occurred • History of layoffs does not automatically preclude an employer from OJT. An Employer is ineligible if: • Displacement has occurred or will occur • Employer lays off employee to hire OJT Trainee • OJT prevents employee from promotion, or full-time work • Likelihood of Employer not providing long-term employment • Overall Concerns • Public money financing a person losing a job • Investing in OJTs that will not lead to long-term employment
OJT Forms - Employer Eligibility Checklist (cont’d) • Checking DUA Status: • E-mail Jason Albert (jalbert@detma.org) with the company’s information: Company Name FEIN # DUA # Street City, State, ZIP • Jason will contact DUA and check the Employer’s compliance with Unemployment Insurance, Universal Health Insurance, and Fair Share. • Jason will e-mail OJT/NEG Project Distribution List with the Employer’s status (either “compliant” or “out of compliance” • If the Employer is “not compliant”, the Employer should contact UI or Fair Share directly. • Detailed instructions are on Employer Eligibility Checklist Guide. • Jason is the liaison between DCS and DUA. BSRs should not contact DUA directly. • Non-compliance information is confidential to the employer. The Employer must contact DUA directly to get more information and to resolve outstanding issues. • Contact Cheryl Scott to be added to the OJT/NEG Project Distribution List.
OJT Forms - Employer Eligibility Checklist (cont’d) • Certificate of Good Standing • Issued by the Massachusetts Department of Revenue • Certifies that Employers is in compliance with tax obligations • Required in order to execute OJT Contract • NOT required with Checklist submission • BUT want Employers work on acquiring Certificate as soon as possible • Certificate is good for 6 months • Must be acquired no more than 6 months before estimated OJT start date • Employers must request certificate • Online submission process (fastest) • https://wfb.dor.state.ma.us/webfile/Certificate/Public/WebForms/Welcome.aspx • Free and Confidential process • Employers must request themselves • Employers do not have to disclose results • If charged, then requesting from wrong department • Certificate generally issued within 1 week, if no problems • If problems exists, process of obtaining Certificate could be lengthy
OJT Forms - Employer Eligibility Checklist (cont’d) • Debarment Status • 4 debarment lists: • 1. Federal Government’s Excluded Parties List System(database) • 2. Division of Capital Asset Management Debarred Contractor’s List (pdf) • 3. Businesses Issued Stop Work Orders by the Department of Industrial Accidents(Excel document) • 4. Office of the Attorney General Debarment List(pdf) • Local Areas need to check each list for the Employer’s Debarment status • If the Employer appears on the list, contact Cheryl Scott • Process takes about 45 minutes for first-time users • Step-by-step instructions in Employer Eligibility Checklist Guide.
OJT Forms - Employer Eligibility Checklist (cont’d) • Reminders & Tips • Explain Employer Eligibility Checklist to employers • Checking debarment status on all four lists is required. This can be done before meeting with an employer • Checking status with DUA is required • Certificate of Good Standing is not required at the time of Checklist submission, but it’s a good idea • Don’t forget the Employer signature • Signatory Authorization may be required if not directly dealing with an official signatory • Have 30 days to execute OJT Contract after submitting Employer Eligibility Checklist • 30 days from date of submission, not checklist completion • Can withhold submitting completed checklists until trainee matches are reasonably assured • Fax/E-mail copies of Checklist to Primary Operator (Local Areas keep original) • Keep all completed Employer Eligibility Checklists on file
Local Area process OJT/NEG Project Overview Required Form Primary Operator process Employer Outreach Job Seeker Outreach Review Checklist (5 days) • Eligibility Not Approve Checklist & Request re-submission Employer Eligibility Checklist Approve Checklist • “reserve” voucher • 30-day clock starts Determine Trainee Match Develop OJT Training Plan Review Pre-Contract (5 days) • fund availability • funding source OJT Pre-Contract Form Not Approve Pre- Contract & Request revisions Develop/Review Contract with Employer Review OJT Training Plan with Employer & Trainee Review Monthly Progress Reports with Employer & Trainee Review Invoicing with Employer Approve Pre-Contract Review Draft Contract (5 days) • Terms, conditions, assurances Not Approve Draft Contract & Request edits/revisions OJT Draft Contract Approve Draft Contract OJT Contract (Employer signature) OJT Justification Form Certificate of Good Standing Review OJT Contract & other Forms (5 days) Not Approve Contract/Forms & Request re-submission OJT Starts! • Sign Contract • Send Copies of Contract
OJT Forms - Job Seeker Case Management • No OJT-specific forms for Job Seeker case management • Use local policies and procedures • Determining Eligibility • Provision of intensive service(s) • Career Action Plan • Assessments • Occupational Skills (required) • Work Keys • SDS • One-Stop Skills Provider • Mass CIS • Local Area policy may also require TABE • Participant training agreements • Local areas may want to develop own forms • Indicate how OJT trainee will benefit from OJT in MOSES and on the OJT Contract
Local Area process OJT/NEG Project Overview Required Form Primary Operator process Employer Outreach Job Seeker Outreach Review Checklist (5 days) • Eligibility Not Approve Checklist & Request re-submission Employer Eligibility Checklist Approve Checklist • “reserve” voucher • 30-day clock starts Determine Trainee Match Develop OJT Training Plan Review Pre-Contract (5 days) • fund availability • funding source OJT Pre-Contract Form Not Approve Pre- Contract & Request revisions Develop/Review Contract with Employer Review OJT Training Plan with Employer & Trainee Review Monthly Progress Reports with Employer & Trainee Review Invoicing with Employer Approve Pre-Contract Review Draft Contract (5 days) • Terms, conditions, assurances Not Approve Draft Contract & Request edits/revisions OJT Draft Contract Approve Draft Contract OJT Contract (Employer signature) OJT Justification Form Certificate of Good Standing Review OJT Contract & other Forms (5 days) Not Approve Contract/Forms & Request re-submission OJT Starts! • Sign Contract • Send Copies of Contract
OJT Forms - Pre-Contract Form • Provides estimate of cost of OJT – Primary Operator will set those funds aside • Must be completed within 30-day time frame • E-mail form to Primary Operator (no signatures needed) • To complete form, need: • Employer identified • Trainee identified • Training plan developed • Start date • End date • Total Training hours • Support services & costs identified • Only estimate, but actual OJT Contract cost should be close • Notify Primary Operator if there are changes with fiscal impact • Do not need to show pre-contract form to employer
Local Area process OJT/NEG Project Overview Required Form Primary Operator process Employer Outreach Job Seeker Outreach Review Checklist (5 days) • Eligibility Not Approve Checklist & Request re-submission Employer Eligibility Checklist Approve Checklist • “reserve” voucher • 30-day clock starts Determine Trainee Match Develop OJT Training Plan Review Pre-Contract (5 days) • fund availability • funding source OJT Pre-Contract Form Not Approve Pre- Contract & Request revisions Develop/Review Contract with Employer Review OJT Training Plan with Employer & Trainee Review Monthly Progress Reports with Employer & Trainee Review Invoicing with Employer Approve Pre-Contract Review Draft Contract (5 days) • Terms, conditions, assurances Not Approve Draft Contract & Request edits/revisions OJT Draft Contract Approve Draft Contract OJT Contract (Employer signature) OJT Justification Form Certificate of Good Standing Review OJT Contract & other Forms (5 days) Not Approve Contract/Forms & Request re-submission OJT Starts! • Sign Contract • Send Copies of Contract
OJT Forms - Draft OJT Contract • Draft OJT Contract is for the Primary Operator to review Employer-negotiated terms and conditions of the OJT. • E-mail completed, unsigned OJT Contract to Primary Operator. Indicate “Draft” in top right-hand corner of form • To complete form, need: • All Employer information • All Trainee information • Training plan fully developed • Start date • End date • Content • Total Training hours • Local Areas will have discussed/negotiated all contract terms with the Employer. • Discuss major changes with Primary Operator early-on • Primary Operator will review and make changes until contract is in form they are willing/able to sign. • May require Local Area/SPoC to be in frequent communication with both the Employer and Primary Operator. • Form submission takes place within 30 day timeframe
Local Area process OJT/NEG Project Overview Required Form Primary Operator process Employer Outreach Job Seeker Outreach Review Checklist (5 days) • Eligibility Not Approve Checklist & Request re-submission Employer Eligibility Checklist Approve Checklist • “reserve” voucher • 30-day clock starts Determine Trainee Match Develop OJT Training Plan Review Pre-Contract (5 days) • fund availability • funding source OJT Pre-Contract Form Not Approve Pre- Contract & Request revisions Develop/Review Contract with Employer Review OJT Training Plan with Employer & Trainee Review Monthly Progress Reports with Employer & Trainee Review Invoicing with Employer Approve Pre-Contract Review Draft Contract (5 days) • Terms, conditions, assurances Not Approve Draft Contract & Request edits/revisions OJT Draft Contract Approve Draft Contract OJT Contract (Employer signature) OJT Justification Form Certificate of Good Standing Review OJT Contract & other Forms (5 days) Not Approve Contract/Forms & Request re-submission OJT Starts! • Sign Contract • Send Copies of Contract
OJT Forms - OJT Justification Form • At-a-glance summary of entire OJT Contract • Provides general overview of OJT • OJT Trainee Eligibility • Justification of OJT for Trainee • Identification of Skills Assessment • Employer Eligibility • General OJT Criteria • Requires 3 Local Area sign-offs: • Person preparing OJT Justification form • WIA Coordinator • Career Center Director