representati ves mmeeting minutes
TRANSCRIPT
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S/MEMBERdy Springbident
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6. Old Business
The TSA By-Law revision update was tabled.
7. Budget Report No report.
8. Committee Reports
Labor Management – Wendy distributed the latest wage proposal from management (see attached). Representatives in attendance were in favor of supporting it with modifications. Members with less seniority did not support the tiered bonus approach. Members with more seniority supported the approach.
Diversity – Mercedes indicated that the deadline for comments on the Diversity Strategic Plan is tomorrow. She indicated that Diversity Director Rosa Inchausti will bring the plan to the employee groups.
Deferred Compensation – No report.
Wellness & Health committee – Bobbi reminded members that they can begin
accumulating points for the annual reduction in health care premiums.
9. Open Discussion Jennifer asked if TSA could request Kathryn Baille’s presence at all future meetings.
10. Adjourn The meeting adjourned at 11:02 a.m. The next meeting is scheduled for 10 a.m. on June 9 in the City Council Chambers at City Hall. Minutes submitted by Mary Fowler Minutes reviewed by Keith Burke
Tuition
Assistance
Program Human Resources
Tempe Learning Center
Tempe Supervisor’s Association
City of Tempe, June 2015
Purpose of
Tuition Assistance Program
1. Fiscally
responsible
2. Strategic
Investment
3. Attract & Retain
4. Competitive
Wydale K. Holmes, March 2015
Policy – Tax Implications
Tax-free exemption
of employer-
provided
educational
assistance
Wydale K. Holmes, March 2015
Policy – Employee Eligibility
Regular F/T & P/T
Fully Benefitted
1-year +
Not in probation
status
Wydale K. Holmes, March 2015
Policy – Maximum Annual
Reimbursement
Calendar Year vs.
Fiscal Year
$5,000
Prorated for
Part-time
employees
Wydale K. Holmes, March 2015
Policy – Repayment
Requirement
Liable for amounts paid to employee within 12 months
Voluntary termination
Retirement
DROP
Last paycheck and/or Repayment schedule
Wydale K. Holmes, March 2015
Policy – Pre-Approval
Requirement
The responsibility to
obtain pre-approval
lies with the
employee.
12-month expiration
(NEW 2015)
Wydale K. Holmes, March 2015
Policy – Institution & Program
Eligibility
Accreditation
Degree & classes – City
Positions
NO Doctoral, PhD, or JD
Exams, Tests, Admissions
PLA
Wydale K. Holmes, March 2015
Policy – Institution & Program
Eligibility
Aforementioned criteria plus:
1) Directly related to
employee’s current job
OR
2) Assist in eligibility for
promotion OR
3) Identified as “required”
or “preferred” OR
4) Required in degree
curriculum
Wydale K. Holmes, March 2015
Policy – License/Certification
Directly applicable
to City
positions/services
“Required” or
“Preferred”
Demonstration of
Proficiency
Wydale K. Holmes, March 2015
Policy – Eligible Expenses
Tuition
Required Books
Fees for PLA credit
Fees for Entry,
Placement,
Admissions
Standardized fees
Wydale K. Holmes, March 2015
Policy – Ineligible Expenses Calculators
Software & memory sticks
Parking
Meals, lodging, transportation
Tools
Sports, games, hobbies
Optional or Recommended
Wydale K. Holmes, March 2015
Policy – Grades
Unabridged/complete
Undergraduate
“C” or better
100-400 level courses
Graduate
“B” or better
500+ level courses
Pass/Fail
Wydale K. Holmes, March 2015
Policy – Other Financial
Assistance
Avoid duplication
of financial
assistance
Reimbursed for
“amounts paid out-
of-pocket”
Wydale K. Holmes, March 2015
Policy – Compensability
Employees attend
courses on their
own time
Wydale K. Holmes, March 2015
Policy – Appeals
Written appeals
30 days
Internal Services
Director
Wydale K. Holmes, March 2015
Policy – Timelines
End of Year
Last paycheck in
December
No splitting across
calendar years
Next calendar year
Wydale K. Holmes, March 2015
Responsibilities & Program
Controls
Wydale K. Holmes, March 2015
Procedures - Preapproval
Pre-approval
1. Employee
2. Supervisor
3. TLC
Submit for Reimbursement
Tuition Processor Certifies
Payroll Issues Payment
Online via ELM
Retain email pre-
approval
Supervisor
Eligibility (EE & Course)
TLC
Eligibility
Denied = Reasons
Wydale K. Holmes, March 2015
Procedures - Submissions
Pre-approval
1. Employee
2. Supervisor
3. TLC
Submit for Reimbursement
Tuition Processor Certifies
Payroll Issues Payment
1. Claims Form
(NEW 2015)
2. Email from ELM
3. Original Receipts (Include pymt. method)
4. Course Description
5. Course Syllabus
(Books, materials)
6. Grade Report
Wydale K. Holmes, March 2015
Claims
Form
Wydale K. Holmes, June 2015