2015 Education Fund Application

IUOE LOCAL 942 EDUCATION FUND
GUIDELINES FOR APPLICATION - Employee
FISCAL YEAR APRIL 01 - MARCH 31
BACKGROUND
The IUOE Local 942 Education Fund was implemented April 01, 2001 as part of the Collective
Agreement signed February 5, 2001 between the Regional Health Authorities and IUOE Local 942.
The Fund is available only to those members of IUOE Local 942 covered by their Collective
Agreement (Article 27). In the Collective Agreement, provisions were made for the establishment
of a Joint Committee to allocate and administer the monies. The IUOE Local 942 Education Fund
Committee consists of three representatives of IUOE and three representatives of the Employer.
APPLICATION ROUTING
Applications are to be sent to: Attention: IUOE Local 942 Education Fund Committee, 326
Patterson Drive, Charlottetown, PE, C1A 8K4. The guidelines are established by the Committee,
reviewed annually and, if necessary, amended to reflect the Funds experience during the previous
year.
LETTER OF APPROVAL
Each applicant who is approved for funding receives a letter confirming approval and stating the
specific amount(s) of funding provided. A cheque is forwarded directly to the applicant for all
approved costs (excluding salary replacement). The Employer pays the applicant for the number of
hours stated in the letter of approval and invoices the IUOE Local 942 Education Fund in accordance
with the billing procedure.
Guidelines for the fiscal year April 01 - March 31:
1)
Applicants must be dues paying members / or on an approved leave from the employer of
the IUOE Local 942 Union.
2)
Applications must be received prior to the 1st of the month.
3)
Funding for workshops/training outside of PEI may be considered.
4)
Each application will be reviewed, approval and denial is at the discretion of the committee.
Applications will be processed throughout the fiscal year or until the fund allocation for the
year has been depleted. Applicants may be approved for costs to a maximum of $900 and
for salary costs up to 15 hours. Of the $900, up to $250 may be considered for education
towards personal wellness based on approval by the committee per fiscal year. In rendering
its decision, the Committee may take into account previous applications.
Revised January 2015
Guidelines for Application - Page 2
5)
Completion of Application Form
i)
all pertinent information must be provided including copies of program brochure,
registration form and any out of province travel/accommodations.
When an application has been approved prior to the workshop/training, receipts must be submitted
upon completion of the workshop/training. Receipts must be submitted before future funding
will be considered.
ii)
The following receipts are required:
1)
Registration/Tuition fee
2)
Course material
3)
Accommodations
4)
Travel (actual fare, ie. Bridge, tolls, airfare, etc.)
**
No receipts are required for mileage (approved km’s) or meals based on per
diems.
6)
Expenses:
The following will be considered for Out-Of-Province ONLY:
i)
Accommodations (best available rates - i.e.-government/convention)
ii)
Travel
1.
actual fare (ie bus, air: economy/seat sale, ferry/bridge, etc.)
2.
number of approved kms travelled shall be calculated from your worksite. The rate
of reimbursement shall be per Treasury Board Policy.
iii)
Meals in accordance with Collective Agreement, Article 21.20
iv)
Miscellaneous (parking, bridge tolls, etc.)
Salary replacement costs - Maximum 15 hours per fiscal year. Direct salary replacement for ALL
IUOE members who are scheduled to work (permanent, temporary and casual employees).
Complete appropriate leave form stating replacement costs to be billed to IUOE Local 942 Education
Fund within 60 days on approved memo. (Peoplesoft code EDFDP) .
7.
Re-application:
Once an application has been approved, any additions or changes to that application shall not be
considered. A NEW application is required for all additional changes.
Revised January 2015
IUOE LOCAL 942 EDUCATION FUND COMMITTEE
APPLICATION FOR FUNDING:
For fiscal year April 1 B March 31, 2015-2016
SEND TO: 326 Patterson Drive, Charlottetown, PE C1A 8K4
Date
Received: __________________
Approved:
Cheque # __________________
Not Approved: _____________ ___
*Photocopy of workshop/training information
________________
MUST be included with application.
WORKSHOP/TRAINING REQUESTED: ____________________________________________________
LOCATION OF WORKSHOP/TRAINING: ___________________________________________________
DATE(S) OF WORKSHOP/TRAINING: ______________________________________________________
1.
Name of Applicant:_______________________________________________ Employee #: ___________________
Mailing address: ________________________________________________________________________________
Town/City: _______________________________________________ Postal Code: _________________________
E-mail: _________________________________________
Worksite:
2.
______________________________________
Work Telephone: _____________________________
Present position: ________________________________________________________________________________
 Permanent
3.
Home Telephone: _______________________
 Temporary
 Casual
Explain your reason(s) for requesting the workshop/training :
______________________________________________________________________________________________
______________________________________________________________________________________________
4.
Have you received funding from the IUOE Local 942 Education Fund Committee for:
this fiscal year (April 01 - March 31)
 Yes
 No
If yes, indicate workshop(s)/training, date(s) attended, amount received:
______________________________________________________________________________________________
______________________________________________________________________________________________
Revised January 2015
5.
List the amount of financial assistance required:
A)
Direct Costs: - Maximum $900 per fiscal year (verification required)
i)
Registration/Tuition fee (attach copy of registration form)
_________________
ii)
Course material (attach copy of course material, books, etc.)
_________________
For Out-of-Province ONLY: i)
ii)
Accommodations (if sharing, list only expenses YOU will incur) _________________
Travel
a. actual fare (ie. bus, air, ferry/bridge, etc.)
b.
number of approved kms travelled(calculated
from your worksite). The rate of reimbursement shall
be per Treasury Board Policy.
______ km X $_______ =
_________________
_______________
iii)
Meals in accordance with Collective Agreement (Article 21.20)
_________________
iv)
Miscellaneous (parking, bridge tolls, etc.)
______________________________________________________________________
______________________________________________________________________
Total Direct Costs:
_________________
Total Amount requested: _________________
B)
Salary Replacement Costs: - Maximum 15 hours per fiscal year
Total # hours
___________ X ___________ (hourly rate) = $_________________
1)
INCOMPLETE APPLICATIONS WILL BE RETURNED!
2)
APPLICANTS MUST SUBMIT RECEIPT(S) FOLLOWING APPROVAL/COMPLETION OF THE ABOVE WORKSHOP/TRAINING.
3)
APPLICATIONS MUST BE RECEIVED BY THE FIRST OF EACH MONTH TO BE REVIEWED BY THE IUOE LOCAL 942 EDUCATION FUND
COMMITTEE THAT MONTH.
4)
IF APPROVED FOR FUNDING, IT IS YOUR RESPONSIBILITY TO NOTIFY EMPLOYER AND COMPLETE APPROPRIATE LEAVE FORMS.
5)
If course is cancelled or you do not attend, ALL funding MUST BE RETURNED
IMMEDIATELY!
DATE: __________________________
SIGNATURE: __________________________________________
Revised January 2015