1. Department of Commerce and Economic Opportunity
Employer Training Investment Program (ETIP)
Fiscal Year 2014 Information Meeting

2. TMA – ETIP Grant Program
July 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

3. TMA’s Checklist
The 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.

4. GRAnt Application Process
You’ve received a hard copy and you may download FY14 ETIP reimbursement forms at the TMA website
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

5. TMA’s etip Procedures Initial FY2014 Phase
Profile and reimbursement forms for any training eligible for ETIP match conducted between 7/1/13 and 9/30/14
a single pdf of the entire package of a possible 15 months of training to
Monika Korzun
Education Services Coordinator
, ext. 1335 OR
Sheila Wechter
Associate Director of Finance & Administration
, ext. 1343

6. Submit Reimbursement Process Overview Forms must be submitted by pdf
Strongly encouraged that the forms be digitally prepared and/or typed as they must be scanned for submission to TMA and by TMA to DCEO.

7. Each course/ Training Session-- required form
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.

8. Invoice and Payment Sample

9. Attendance sheet—one per session

10. 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

11. 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

12. 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.)

13. Etip Retention reporting-by quarter

14. Additional Criteria New or changing technology
DCEO Considerations:
New or changing technology
Total quality management or continuous improvement
Expansion into new domestic markets
Expansion into the global marketplace
Only 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 training
The history of the company in complying with paperwork requirements
Meeting projected totals: 250 companies/63 New and 737 Existing Employees

15. 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.

16. 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

17. 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

18. 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