The Trade Act Program

1. The Trade Act Program A general overview Please contact your local TAA Representative for the details!

2. What is the Trade Act? A national program based on Federal law Available to trade affected workers anywhere in the United States

3. What does Trade Act include? Two Major Components TAA - Trade Adjustment Assistance TRA - Trade Readjustment Allowance

4. Trade Adjustment Assistance (TAA) Reemployment Services Training Job Search Relocation

5. Trade Readjustment Allowance (TRA) Additional Unemployment Benefits

6. TAA Benefits Based on Availability of Federal Funds Renewal of Trade Act Law Individual Eligibility

7. Reemployment Services Job Search Assistance Job Match Job Openings Career Information Labor Market Conditions Veteran�s Services

8. Accessing Reemployment Services www.workinginoregon.org Employment Department Offices One Stop Centers �Touchscreen� Kiosks Statewide

9. TAA Training Remedial Training Classroom Training Employer Based Training On the Job Training Customized Training

10. TAA Training provides: Costs that are required for all students in the same training program: Tuition/Fees Books Supplies Tools Lodging, meals, mileage if out of area

11. Funding for Individual Training Plans Up to $12,000 for all training related costs (excludes per diem or mileage)

12. Training Plan Rules One training plan 104 week limit for occupational training 130 week limit if remedial training is required Full Time Advance approval 30 day prior approval limit

13. Training Plan Approval Criteria No suitable work available Must be job ready after training Reasonable expectation of employment Training available, local priority Qualified to undertake & complete Able to support yourself Must be suitable & at a reasonable cost

14. Job Search Allowance No suitable work available Apply & be approved in advance $1250 maximum Time limits: 365 days from certification or layoff date 182 days after training completed

15. Relocation Allowance No suitable work available Apply & be approved in advance $1250 Lump Sum Verifiable job offer Time limits: 425 days from certification or layoff date 182 days after training completed

16. Trade Readjustment Allowances (TRA) 3 types of TRA Strict deadlines Must meet eligibility requirements Based on individual

17. TRA Requirements Be covered by a certification Have a �qualifying� lay off of at least 7 consecutive days Worked for affected employer At least 26 of last 52 weeks Earned at least $30 in each of those weeks Be entitled to & exhausted all regular and extended unemployment benefits

18. TRA Deadlines To collect any TRA, must be accepted by training facility & approved or be on a waiver of training by: Last day of 16th week after the week of most recent qualifying layoff OR Last day of 8th week after the week of certification 45 day extension from either deadline for justifiable cause, for training only

19. Waiver of Training for TRA If unable to meet deadlines for being approved & enrolled in training, you must contact your TAA representative and request a Waiver of Training to preserve your TRA potential!!

20. TRA Benefit Amount TRA Weekly Benefit Amount (WBA) is based on the first claim you filed after the impact date. This first claim is your �parent� claim.

21. TRA Three �Pots of Money� possible TRA Basic TRA Additional TRA Remedial

22. TRA Basic 26 times your TRA weekly benefit amount (minus federally funded extensions) 104 week time limit from most recent qualifying layoff 3 ways to collect: In approved training Completed training & looking for work Waiver of Training

23. TRA Additional Apply for training within 210 days of most recent qualifying layoff or certification date, whichever is later 52 week eligibility period starting after your last week of TRA Basic or end of TRA 104 week eligibility period If training starts later, 52 week eligibility period starts with 1st week of training. Must be in approved TAA Training

24. TRA Remedial Have exhausted all other benefits 26 week eligibility period starting after your last week of TRA Additional or end of 52 week eligibility period If 210 day deadline not met for TRA Additional, the 26 week period starts after last week of TRA Basic or end of 104 week eligibility period One week of TRA remedial for one week of remedial classes

25. Maximum Potential of TRA 104 Total Weeks of TRA Possible 26 weeks of Basic TRA 52 weeks of Additional TRA 26 weeks of Remedial TRA Based on individual eligibility

26. TRA Reminders Cannot be paid for breaks over 30 days Must file a new UI claim if you become eligible May be reduced by earnings or deductible income Taxable as income Taxes can be withheld

27. Health Coverage Tax Credit (HCTC) A Federal tax credit of 65% on a qualified health plan managed by the Internal Revenue Service (IRS)

28. Who is Eligible for HCTC? Recipients of any type of TRA Claiming UI or extension and otherwise would be eligible for TRA Recipients of ATAA If eligible for any day of the month, would qualify for entire month

29. Qualified Health Plans COBRA continuation coverage Spousal coverage plan (no advance payment, year end only) Individual (non-group) health coverage that began 30 days before layoff State Qualified Coverage (not available in Oregon at this time)

30. Two ways to claim HCTC Advance payments on monthly basis to pay for health plan premiums. IRS mails packet of information to set this up. Claim HCTC at end of year when federal tax return is filed. IRS mails form 8885 directly to you.

31. How do I apply? If you are eligible, your name & address will be submitted to the IRS. The list is updated & sent nightly to IRS. IRS mails packet with forms to you to complete and return to the IRS. The IRS will determine if you can claim the tax credit and notify you by mail.

32. For more HCTC Information Call the IRS Customer Contact Center at 866-628-HCTC (866-628-4282) Go to the IRS Website at WWW.IRS.gov Call your local TAA Representative for questions about your eligibility to be on the list that is sent to the IRS

33. Alternative Trade Adjustment Assistance (ATAA) Worker group determined eligible by DOL Option for �Older� Trade Affected Workers who want to go to work not to school Provides a wage subsidy to bridge the salary gap between old job and new one

34. ATAA Requirements 50 years old at time of reemployment. Job must be full time, 40 hours/week. Obtain new job within 26 weeks of lay off from Trade Affected employer. Not expected to earn over $50,000 per year Cannot return to previous job

35. It�s Your Choice ATAA Wage Subsidy of up to $10,000 during 2 years of eligibility HCTC Relocation Allowance TAA Training HCTC Job Search Allowance Relocation Allowance

36. Any Questions? Keep in mind this presentation is a general overview of a complex program! Call the expert, your local TAA Representative, for the details and answers to your questions.