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.


Guidelines for Application - Page 2

Revised January 2017

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.

IUOE LOCAL 942 EDUCATION FUND COMMITTEE

APPLICATION FOR FUNDING:
For fiscal year April 1 B March 31, 2017-2018

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: ______Home Telephone: ______

Worksite: ______Work Telephone: ______

2. Present position: ______

 Permanent  Temporary  Casual

3. 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 2017

______

______

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) Accommodations (if sharing, list only expenses YOU will incur) ______

ii)  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 THE 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 2017