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Individual Training Account Enrollment Agreement
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Steps
1.
Step One
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2.
Step Two
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Step One
Carefully read this document. Put your initials on each space after reading each paragraph, then sign and date at the end. If you have any questions please ask your Career Consultant.
This Agreement is made and entered into as of the date signed, by and between the Workforce Investment Area No. 21, hereinafter called WIOA and:
Print Your Name
Hereinafter called Member, for the purpose of providing WIOA financial assistance for skill training to member under the Workforce Innovation Opportunity Act (WIOA).
Receipt of this form does not guarantee funding.
All training services provided must be approved by Employ BR and in accordance with federal/state requirements and guidelines. Training costs cannot exceed the allotted amount, inclusive of all costs. All costs for training services expended through Employ BR are based on availability of federal funds.
Member Conditions
1. Automatic Termination
Should a member begin training before receiving a signed Training Authorization and Individual Training Account (ITA) from the Career Consultant, that member’s application will be automatically determined ineligible and the member will be responsible for all training expenses.
2. Four Year College Curriculum
Members participating in a four year college curriculum must provide documentation of a cumulative GPA of 2.0 or greater and attainment of degree within two (2) years.
3. Training Attendance/Schedule
To receive WIOA assistance, the member must maintain attendance based on the schedule and hours determined necessary by the training provider to accommodate the training activity. Each member must do everything possible to successfully complete the certificate or degree requirements in the required period of time. Should this not occur, the Career Consultant may, at his/her discretion, choose to counsel and/or terminate member from the training services.
Each member must provide a detailed copy of their training schedule to the Career Consultant before the start of each semester/training activity. Failure to comply may result in termination from the training program, pending Administrative approval.
4. Performance
To continue financial assistance, each member is expected to maintain a cumulative GPA of 2.0 and adhere to the rules and regulations of the training facility. Should a member receive a negative performance review (i.e., GPA less than a 2.0, minimal attendance), funding will be suspended until the course is successful completed.
A. Probation/Termination
Member may be placed on probation by Employ BR for a period not less than one semester for attendance problems, academic reasons, attitude problems, or lack of progress. The member may be terminated from receiving funding at the end of 180 days from the date placed on probation if problems have not been resolved. Members may be terminated for failure to cooperate with their Career Consultant concerning submission of required documents, or for refusal to participate in required remedial classes for upgrading basic skills or making good faith effort to meet performance. Employ BR reserves the right to refuse future services to any member who is terminated in this fashion.
B. Inactive Status
Member must have approval from their Career Consultant before a leave of absence may be granted. No WIOA Service shall be provided to the member as a result of a leave of absence. Failure to have prior approval from Employ BR can result in termination of funding and member would not be eligible for services for at least one calendar year. If the member is in an inactive status they may be required to turn in course materials, tools, uniforms, etc. until the authorized leave ends.
C. Requirements
Maintain an Overall 2.0 GPA
Submit grades at the end of each semester to Career Consultant
Maintain a full time schedule unless circumstances prevent it. Prior approval will be required.
Submit class schedule each semester to Career Consultant.
Maintain monthly contact with Career Consultant via phone, email, or personal visit.
Submit a copy of certificate, and license (if applicable) to Career Consultant upon completion of training.
5. Contact with Career Consultant
Each member must agree to submit documents as required and to have monthly contact with their Career Consultant for the purpose of collecting current information on grades, progress in training or job search and to address any problems that may exist. Contact can be made via phone, email, or visit to Employ BR. Any member who does not maintain monthly communication with their Career Consultant will be recommended for termination from the training program, pending Administrative approval.
6. Completion of Training
A. Member must submit a copy of certificate and license (if applicable) to their Career Consultant. Failure to submit documents will result in non-payment of fees.
B. Upon completion, member must pursue attainment of all requirements necessary to seek employment related to training, including attainment of any certification/license requirements.
C. Member, if not employed upon completion of training, must work with Career Consultant to seek employment in the field for which training was received.
7. Job Search
Job search is the member’s responsibility, but assistance is easily available through Employ BR, which has the necessary tools available to conduct a job search.
8. Employment Data
Member, if employed upon completion of training, must submit employment information to the Career Consultant within ninety (90) days. This information includes: employment date, company name, address and telephone number, job title, wage, weekly hours and supervisor’s name, as required by the federal government.
Continue
Step Two
Financial Conditions
1. Payments
Financial payment of training costs will be made directly to the authorized training provider based on the submission of properly completed documents on a timely basis, in accordance with the established payment schedule. Payments must be in adherence to Employ BR policy and the Individual Training Account Agreement (ITA), as applicable.
2. Funding of Courses
Employ BR will fund only those courses related to member’s training curriculum. Any classes that must be repeated will not be paid by Employ BR. Funding is not available for developmental or prerequisite classes.
3. Maximum Cost/Time
Employ BR will cover allowable costs for approved training, not to exceed the amount listed on the member’s ITA, predicated upon availability of funds. Any cost above this amount will be the responsibility of the member. Maximum training time may not exceed two (2) years, in accordance with WIB policy.
4. Training Services
WIOA monies available under this agreement shall be used exclusively for costs related directly to approved WIOA training cost, and the ITA must be executed within thirty (30) days of specified start date. Employ BR is not responsible for training cost associated with curriculum changes without prior approval from Career Consultant.
5. Income Sources
Any member attending a Pell eligible institution must apply for a Pell Grant and provide proof of such to their Career Consultant. Income sources, including any grants or scholarships, available to defray training expenses must be applied to the member’s training cost, and all income sources must be coordinated to eliminate duplicate payment before WIOA contributions will apply. If the member’s financial aid is in default, the member will not be eligible for WIOA funds.
6. Loans
Any student loan secured by the member is considered an independent act of the member and not a part of the authorized Employ BR commitment for training. Employ BR, WIB or WIOA bears no responsibility for any loan incurred by any member registered for any type of WIOA service.
7. License/Certification Requirements
It is the responsibility of the member to complete all training course objectives, including the acquisition of any specific credential (i.e. board certification or training credential) required to demonstrate competency in training objectives. If the member fails to obtain credential, due to his/her fault, Employ BR can withhold all or part of the payment that would otherwise be due to the member or training provider. Members who fail to complete training will also be ineligible for additional WIOA funding for five (5) years. Members who successfully complete training may return within a five (5) year period provided evidence of a career ladder can be established through documented employment history.
8. Reimbursements
Request for reimbursement of books, supplies, uniforms, and other fees must be submitted to Career Consultant with an original itemized receipt. Request for reimbursement of exam fees must be submitted to Career Consultant with original receipt and credential.
Training Agreement
I have read the above stated information and conditions and I agree to abide by them. I understand that failure on my part to follow this agreement may result in the loss of WIOA financial support. Upon completion of my training, I also agree to fully cooperate with Employ BR Staff in providing follow-up information as requested. I give the Employ BR the authority to obtain any information from other agencies or employers required for WIOA Services, and the authority to disclose all documents contained within my case records to other agencies as required for the purpose of securing program services. I have been assured that all information obtained and reviewed will be kept strictly confidential.
I also understand that to complete the referral process, this form must be completed and a signed copy must be returned to Employ BR four weeks before the first class day of the enrollment period.
Member's Signature
Date
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Received By
Career Consultant's Signature
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