1. The Trade Adjustment Assistance and Trade and Globalization Adjustment Assistance Programs

2. Contact Information
Carol Elwell
TAA Coordinator
NYS Department of Labor
Division of Employment and Workforce Solutions
Telephone: (518)

3. Agenda General Information Program Benefits
Petition & Entitlement Process
Training
TRA
Training Waivers
Waiver/Training Determinations, etc.

4. Agenda Continued Job Search Allowances & Determination Form
Relocation Allowances & Determination Form
ATAA & RTAA
HCTC
Agent vs. Liable State
Case Management, Employment/ Training Plans & OSOS Data Recording
Questions & Answers

5. Trade Adjustment Assistance & Trade and Globalization Adjustment Assistance Act
TAA was established to help trade-affected workers who lose their jobs due to increased imports and shifts in production. TGAA expanded coverage to include threatened workers, service industry, and public agency workers as well as shifts to all foreign countries.

6. TAA & TGAA
Trade Adjustment Assistance (TAA) program founded in 1974 & amended in 2002.
Trade and Globalization Adjustment Assistance Act (TGAA) enacted in 2009.

7. KEY DATE: May 18, 2009
All petitions certified before 5/18/09 are covered by TAA program rules. These petitions will be numbered between and
Petitions filed on or after 5/18/09 are covered under the new TGAA program rules. These petitions will be numbered and above.

8. A Focus On Training
Workers who receive training have higher entered employment rates, longer retention rates and higher post average earnings than their counterparts who don’t receive training.

9. Program Benefits include:
Rapid Response
Reemployment Services
Counseling
Resume writing and interview skills workshops
Career assessment
Job development services
Job search programs
Job referrals

10. Program Benefits – Continued
Training
TRA Income Support
Job Search Allowances
Relocation Allowances
Health Coverage Tax Credit

11. The Petition & Entitlement Process
First step is to file a petition for certification with USDOL.
Petitioners can complete the form on-line or fax or mail it to USDOL.
Petitioners must also send the form to the State TAA Coordinator. New York State petitions should be faxed to NYS TAA Coordinator at

12. Petitions May Be Filed By:
A State/Local Agency Representative from the local One-Stop Center
Group of 3 workers from the same firm at the same location
A company official
A union official

13. Petition Specifics
If a group of workers are certified, the certification will cover all workers in the group even if they were not named specifically on the petition.
The petition, if filed by a group of workers, must be signed by all three petitioners.
The petition, if filed by any other authorized representative, requires only 1 signature.

14. Petition Specifics
Section 4 - Affirmation of Information must be signed and dated.
Petition forms must be submitted within 1 year from the date on which the workers were separated or had their hours or wages reduced.
Petitions cannot be filed earlier than 40 days before the workers’ separation or reduction in hours/wages, or when a WARN notice has been filed.

15. USDOL Petitions Decision rendered within 40 days of receipt.
To check status go to:
OTAA will issue a Certification Regarding Eligibility to Apply for Worker Adjustment Assistance. The Certification will specify the impact period (beginning and end dates).

16. Appeal Process
OTAA will issue a Negative Determination Regarding Eligibility to Apply for Worker Adjustment Assistance. (TAA denial)
Determinations are published in the Federal Register. An appeal or “reconsideration request” must be submitted in writing within 30 days of publication.

17. Appeal Process
Workers denied certification may also seek judicial review following initial petition denial or denial following administrative reconsideration.
Appeal for judicial review are filed with the Case Management Supervisor at the U.S. Court of International Trade within 60 days of the Federal Register publication or administrative reconsideration denial.

18. The Entitlement Process
USDOL informs NYSDOL’s TAA and TRA Coordinators when determinations are issued.
NYSDOL’s TAA Coordinator forwards determinations to WIB Director, DOL Team Leader, local TAA Coordinator & local Rapid Response Specialist.
NYSDOL’s Special Programs Unit staff contacts the employer to obtain a list of all trade-affected workers.

19. Entitlement Process
TA720 – Application for Trade Adjustment Assistance: Is mailed to potentially entitled trade-affected workers.
TA720 application is used to determine individual entitlement to TAA, TRA, ATAA or RTAA.

20. TAA Entitlement Worked at least one day during the impact period
Separated under qualifying circumstances (i.e. lack of work).

21. TRA Entitlement To be TRA entitled, workers must have:
Worked for the trade-affected employer a minimum of 26 weeks;
Earned more than $30 per week within the 52 week period prior to separation; and
Became enrolled in training or issued a waiver from training before training enrollment deadline.

22. Outreach
A list of workers who receive the TA720 application is sent to WIB Director, DOL Team Leader, local TAA Coordinator, and local Rapid Response Specialist.
Each local area is responsible for providing outreach to those who reside in their area.
Outreach includes, but is not limited to: advising workers on the benefits of TAA, where to obtain benefits and services and how to complete the TA720 application.

23. TA722 – Notice of Entitlement
TA722- Determination of Entitlement to Trade Adjustment Assistance: Is mailed to trade-affected workers who are found entitled.
TA722 notice advises the trade-affected worker of their individual entitlement to TAA, TGAA, TRA, ATAA, and RTAA.

24. TA722 – Notice of Entitlement
Identifies the programs for which the trade-affected worker has been found entitled.
Includes the trade-affected worker’s training enrollment deadline date.
Instructs the trade-affected worker to schedule an appointment with a One-Stop Center representative before their training enrollment deadline.
Instructs the trade-affected worker to bring the TA722 with them to the appointment.

25. Exceptions to the Training Enrollment Deadline
A 45-day extension to the training enrollment deadline can be requested only when there are extenuating circumstances beyond the trade-affected workers control for missing the training enrollment deadline.
Requests will be considered on a case-by-case basis by the Director of the Special Programs Unit.
A waiver from training should not be issued until confirmation that the 45-day extension has been granted.

26. HELPFUL TIP
If the Training Enrollment Deadline date on the TA722 falls on a Wednesday, a 45-day extension has already been granted to the trade-affected worker.

27. Additional Exception to the Training Enrollment Deadline
Under the Trade & Globalization Adjustment Assistance Program –
Failure of the State to notify the worker of their entitlement justifies an extension of the eligibility periods to the Monday of the first week occurring 60 days after notification.

28. Training Comparison: Duration
Trade Adjustment Assistance
Maximum Duration for Training: 104 instructional weeks or 130 instructional weeks when remedial education is warranted.
Trade & Globalization Adjustment Assistance
Maximum Duration for Training: 130 instructional weeks or 156 instructional weeks when remedial or pre-requisite education is warranted.

29. Training Comparison: Full-Time and Part-Time
Trade Adjustment Assistance – Training must be full-time unless part-time semester is the last semester and courses taken are final courses needed for graduation OR part-time semester is next to last semester and the final semester is for full-time internship, practicum or student teachings.

30. Training Comparison: Full-Time and Part-Time
Trade & Globalization Adjustment Assistance – Training can be full-time or part-time. However, full-time training is required to receive TRA benefits.

31. Training Comparison: Training Plans
Trade Adjustment Assistance – TAA training approval requires the training facility and course to be on the State’s Eligible Training Providers List.

32. Training Comparison: Training Plans
Trade & Globalization Adjustment Assistance – TAA training approval no longer requires course selection from the State’s Eligible Training Provider List. However, if WIA funds are used to pay for any portion of the training cost, the facility and course must be on the State’s Eligible Training Provider List.

33. Training Comparison: Start Date
Trade Adjustment Assistance – Workers cannot begin approved training until they have been totally or partially separated from adversely affected employment.
Trade & Globalization Adjustment Assistance – Workers may begin approved training when threatened with separation from adversely affected employment.

34. 6 Criteria for Training Approval
No suitable employment considering current labor market conditions;
Worker would benefit from training;
Reasonable expectation of employment as a result of the training;
Training available at a reasonable cost;
Worker is qualified to take and complete training; and
Worker’s financial ability.

35. Approvable Training One training per petition – no time limit.
Training is approvable for an eligible trade-affected worker regardless of eligibility for UI/TRA or benefit status.
Training must be suitable & available at a reasonable cost. Includes transportation and/or subsistence costs where applicable. Costs are to be reimbursed at the current General Services Administration (GSA) mileage rate.

36. Approvable Training - Continued
Training must be of suitable duration – not more than 130 instructional weeks under TAA or 156 instructional weeks under TGAA.
Remedial Training as a Stand-Alone is approvable
Distance Learning (on-line) is approvable.
Apprenticeship training programs are now approvable under the Trade & Globalization Adjustment Assistance Program.

37. OJT – General Conditions
Employers can be reimbursed if they train, in the customary work environment and hire a trade affected worker who does not already possess the skills needed to perform the job.
The job for which the eligible worker is being trained is not created in a promotional line that will infringe upon the promotional opportunities of currently employed individuals.

38. OJT – General Conditions
The employer must provide no less than 240 hours (6 weeks) and no more than 1,040 hours (26 weeks) of reimbursable training.
No more than 25% of an employer’s permanent full-time workforce can be included in an OJT contract at any one time.

39. OJT – General Conditions
No currently employed worker is or will be displaced – including partial displacements such as reduction of hours, wages, or employment benefits.
No other individual is on layoff from the same or substantially similar job for which such eligible worker is being trained.

40. OJT – General Conditions
The employer has not terminated the employment of any regular employee with the intention of filling the vacancy so created by the hiring of the eligible worker.
Reimbursement cannot average more than 50% of the wages paid by the employer during the training period.

41. OJT – General Conditions
An employer who fails without good cause to retain the eligible worker trainee after the traineeship period will not receive further TAA-OJT agreements.

42. Policy Change Funding Caps on TAA Approved Training are:
Training Program Up to 52 weeks - $8,250
Training Program Up to 104/130 weeks for TAA and 130/156 for TGAA - $15,000
*The above caps represent the total amount of TAA funds that can be approved. The total cost of training may exceed these caps but must be covered by another funding source, such as but not limited to WIA, Pell, employer contribution, scholarships.

43. Non-Approvable Training
Correspondence courses;
Self-paced training programs;
Training that requires the worker to pay any part of the total cost of training;
Training that costs more than what other students pay;
Replacement of paid items or costs to take failed or uncompleted courses.

44. Non-Approvable Training - Continued
Training shorter than 150 instructional hours is not deemed sufficient. Courses shorter than 150 hours should not be approved without sufficient justification.
Training should not be approved for an occupation involving self-employment, commissions or tips unless the probability for employment upon completion is exceptionally high. One-Stop Operator and WIB Director must approve any exceptions.

45. Requests for TAA Funds for Training/Training Plan Detail
Requests can be submitted no earlier than 60 days before the training start date.
Multiple requests will need to be submitted if the training program spans more than one federal fiscal year (October 1 – September 30).
One-Stop staff complete and submit form via .

46. Amending a Training Program
A training program may need to be amended for various reasons such as: delay due to low enrollment in training program, struggling in classes, and unforeseen personal or family issues.

47. Amending a Training Program
Preferable to amend the program for an objective in the same occupational family.
Training program can be amended to include remedial training.
Funds cannot be used to pay for a failed course twice.

48. Weekly Request for Allowances by Worker in Training (TA923.1)
To certify TRA benefits the Weekly Request for Allowances by Workers in Training form must be used.
The form is used for TRA eligible individuals to request a TRA payment while in training.
Responsibility of the claimant to complete and submit weekly.

49. TRA- Duration of Benefits
Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
26 weeks of regular UI
26 weeks of Basic TRA
Up to 52 weeks of Additional TRA benefits while attending TAA approved training (benefits collectable within a 52 calendar week period)
Up to 26 weeks of Remedial TRA while attending TAA approved remedial training
Up to 78 weeks of Additional TRA benefits while attending TAA approved training (benefits collectable within a 91 calendar week period)
Up to 26 weeks of Remedial or Pre-requisite TRA while attending TAA approved remedial or pre-requisite training.

50. TRA Eligibility Deadlines
Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
Training Enrollment: Must be enrolled in training or on a waiver from training 8 weeks after petition certification or 16 weeks after the most recent qualifying separation date – whichever is later.
Training Enrollment: Must be enrolled in training or on a waiver from training 26 weeks after petition certification or the most recent qualifying separation date – whichever is later.

51. TRA Eligibility Deadlines
Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
210-Day Rule: The 210-day deadline for submitting training application applies.
210-Day Rule: The 210-day deadline is no longer applicable.
Important Note: Under TGAA – Trade-affected workers who are able to establish a new claim when their UI BYE expires can choose between collecting UI or TRA benefits.

52. 210-Day Rule – TAA Program Only
To be eligible for Additional TRA benefits while attending TAA approved training, the worker must have established a bona-fide training application date before 210 days of the most recent separation date or petition certification date, whichever is the later date. The “Date Training Plan Started” identified on the worker’s TAA Employment Plan, Training Section J is the worker’s training application date. As long as the training application date pre-dates the 210-day deadline, the trade-affected worker has met the eligibility requirement for receiving Additional TRA benefits day rule applies to Additional TRA, not Remedial TRA.

53. Definition of Enrollment in Training
Enrollment in training means that the trade affected worker’s application for training has been approved, the training institution has been approved, the training institution has furnished written notice that the trade-affected worker has been accepted, and the training is to begin within 30 days of the approval.

54. Most Recent Qualifying Separation Date
Trade-affected workers, who are recalled back to work, may be able to establish a more recent qualifying separation date if they work 26 weeks or more within the 52 week period as of their most recent layoff date.
A new training enrollment deadline and 210-day deadline (when applicable) will be established for these workers.
No guarantee the recall will result in a more recent qualifying separation date.

55. Waiver from Training
There are six criteria for issuing a Waiver from Training:
Recall
Marketable Skills
Near Retirement
Health
Enrollment Unavailable
Training Not Available
Waivers are issued through the Trade Act Tracker System with signed copies retained in case file.

56. Waiver Reviews – Policy Change
The initial Waiver from Training for all waiver types, except Near Retirement*, can now be issued for a 90-day period. However, One-Stop staff must contact the trade-affected worker at 30 day intervals during the waiver period to discuss re-employment efforts, to offer assistance with re-employment, and to discuss training options. All subsequent waivers from training are issued for 30 day intervals.
*Near Retirement waivers can be issued for the full 26 week period for which the trade-affected worker is eligible to receive Basic TRA benefits. Seated waiver reviews every 30 days are not required; however, 30 day contact calls are required.

57. TA-2: TRA Additional Eligibility Rules Agreement
Provided to trade-affected worker during the first waiver review appointment.
If worker agrees to terms, one copy given to work – the other faxed or mailed to the Special Programs Unit.

58. Job Search Requirement
Workers issued a Waiver from Training are expected to look for work. There are guidelines for individuals receiving UI or TRA.
UI Weeks 1-13: Expected to seek & accept suitable employment.
UI Weeks 14-26: Must meet Extended Benefits (EB) work test requirements.

59. Job Search Requirement - Continued
TRA Weeks : Trade-affected workers must submit positive evidence of work search, including a list of at least five contacts per week. This work search requirement must be documented on the trade-affected worker’s Weekly Request for Payment and Record of Job Search (TA 952.1)

60. Request for Payment & Record of Job Search – TA 952.1
Used to certify TRA benefits and receive Basic TRA payment.
Records job search efforts.
Responsibility of the trade-affected worker to submit weekly request.

61. Waiver Determination
Instances where waiver from training cannot be issued or must be revoked require the completion of a Waiver Determination.
A Waiver Determination is the vehicle for a trade-affected worker to request a fair hearing.
The only time One-Stop staff can revoke a waiver is due to enrollment in TAA approved training

62. Waiver Determinations
Reasons to revoke or not issue a Waiver from Training include, but are not limited to:
Worker missed training deadline
Worker secured new full-time employment
Worker is withdrawing from labor market
Worker refuses training yet has been deemed in need of training
Worker fails to attend scheduled waiver review appointment without justification

63. Waiver Revocation Process Change
Waivers revoked due to recall or new employment requires One-Stop Center staff to send an to the Waiver Determinations mailbox.
Recall needs to include worker’s name, OSOS ID, and date worker returned to work.
New employment should include worker’s name, OSOS ID, name of new employer, title, hourly wage & FT/PT status.

64. Training Determination
Instances where a trade-affected worker’s training program cannot be approved requires the completion of a Training Determination.
A Training Determination is the vehicle for a trade-affected worker to request a fair hearing.

65. Training Determinations
A training determination is issued when training cannot be approved or when approval is withdrawn. Reasons include, but are not limited to:
Employment opportunities exist;
Employment opportunities in the requested training area is unreasonable or limited;
Training duration exceeds maximum period allowed;
Training is available elsewhere at a more reasonable cost;
Training is not the plan outlined in the trade-affected worker’s TAA Employment/Training Plan;
Worker unqualified for training;
Worker lacks financial resources to complete training.

66. Training Completed/Termination Notice
Notice needs to be completed when worker completes TAA approved training or withdraws from training.
Staff need to indicate if the termination was voluntary or involuntary.
If withdrawal was without good cause, One-Stop Center staff will need to submit both a Training and a Waiver Determination because the worker is no longer TRA eligible.

67. De-Obligation of Unexpended TAA Training Funds
All unexpended TAA funds need to be de-obligated when training is completed or terminated.
One-Stop Center staff should follow local process.

68. Job Search Allowances
Job search allowances can be paid to individuals to attend job interviews within the United States. However, the applicant must:
Be totally separated from adversely affected employer at time of job search
Be registered with the One-Stop Center
Have no reasonable expectation to secure employment within commuting distance of 1+ by private transportation or 1 ½ hours by public transit.
Verify that the travel is for a job interview & complete the job search in a reasonable period of time not to exceed 30 days.

69. Job Search Allowances Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
90% of covered expenses may be reimbursed up to $1,250 when demonstrated that interview was held.
100% of covered expenses may be reimbursed up to $1,500 when demonstrated that interview was held.

70. Job Search Allowance Application
Multiple job search allowances are payable.
Application must be made before the 365th day of petition certification or most recent qualifying separation date; or
The date that is the 182nd day after the date on which the worker completed the TAA approved training program.

71. Job Search/Relocation Allowance Determination
When the request for job search allowance does not meet the approval criteria previously described, one-stop staff need to submit a “Job Search/Relocation Allowance Determination” form to the mailbox.

72. Relocation Allowance The applicant must:
Be totally separated from the adversely affected employer at time of relocation.
Be registered with One-Stop.
Have no reasonable expectation of obtaining employment within commuting distance.
Have not received a relocation allowance under the same certification.
Relocate outside commuting distance, but within the United States
Obtain long-term employment or a bona fide offer.
Provide written verification of employment from employer.

73. Relocation Allowances
Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
Reimburses the trade-affected worker 90% of reasonable expenses incurred in transporting the worker, the worker’s family and household effects for no more than 18,000 pounds. (Statutory limit for federal employees)
Reimburses the trade-affected worker 100% of reasonable expenses incurred in transporting the worker, worker’s family and household effect no more than 18,000 pounds. (Statutory limit for federal employees)
Provides an additional lump sum payment equivalent to 3 times the trade-affected worker’s average weekly wage, up to a maximum payment of $1,250 to help defray the costs of relocation.
Provides an additional lump sum payment equivalent to 3 times the trade-affected worker’s average weekly wage, up to $1,500 to help defray the costs of relocation.

74. Relocation Allowance Application
Relocation allowances are payable only to the extent that expenses exceed the amount provided by the interviewing employer.
Must be made before the 425th day after the petition certification date or the worker’s most recent qualifying separation; or
The date that is the 182nd day after the date on which the worker completed the TAA approved training program.

75. Job Search/Relocation Allowance Determination
When the request for relocation allowance does not meet the approval criteria previously described, one-stop staff need to submit a “Job Search/Relocation Allowance Determination” form to the mailbox.

76. ATAA & RTAA
Alternate Trade Adjustment Assistance (ATAA) program covers workers separated under the Trade Adjustment Assistance Program
Re-Employment Training Adjustment Assistance (RTAA) program covers workers separated under the Trade & Globalization Adjustment Assistance program.
Both programs allow eligible workers 50 years of age or older to receive a 50% wage subsidy.

77. ATAA & RTAA - Comparison
Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
Requires separate certification of group eligibility.
Separate certification of group eligibility is NO longer required.
Requires full-time re-employment within the first 26 weeks of separation.
No longer requires re-employment within the first 26 weeks of separation.
Available only for workers earning less than $50,000 per year in re-employment.
Available only for workers earning less than $55,000 per year in re-employment.

78. ATAA & RTAA - Comparison
Trade Adjustment Assistance (TAA)
Trade & Globalization Adjustment Assistance (TGAA)
Maximum benefit of $10,000 over a period up to two years.
Maximum benefit of $12,000 over a period up to two years.
Participants eligible for HCTC and relocation.
Participants cannot attend TAA approved training.
As long as employment is not considered suitable, participants can attend TAA approved training.

79. ATAA & RTAA - Comparison
Trade & Globalization Adjustment Assistance (TGAA)
Not applicable
Participants can receive RTAA wage subsidy while working full-time and attending part-time training.
Participants can receive RTAA wage subsidy while in full-time training as long as part-time employment equals 20 hours per week.
When TRA benefits have been collected prior to RTAA enrollment, the RTAA eligibility period is reduced accordingly. Unemployment Insurance, including EB and EUC, does not reduce RTAA enrollment period.

80. Health Coverage Tax Credit (HCTC)
The Health Coverage Tax Credit is a federal tax credit available to individuals who:
Have been determined Trade Readjustment Allowance (TRA) eligible or receive payment under the Alternative Trade Adjustment Assistance (ATAA) or Re-Employment Trade Adjustment Assistance (RTAA) programs.
Eligibility continues through TRA eligibility (trade-affected worker must certify for UI or TRA benefits at least once per month to maintain eligibility).

81. Health Coverage Tax Credit (HCTC) - Continued
Cannot be enrolled in Medicare or claimed as a dependent on another person’s federal tax return.
Each family member must also meet these requirements.
Beginning January 2010, qualified family members may continue receiving HCTC for up to 24 months after primary eligible individual is no longer receiving HCTC due to certain life events such as divorce, death or enrollment in Medicare.

82. Agent vs. Liable State
Relates to trade-affected workers who relocate to or from New York State.
The liable state is responsible for paying UI and TRA benefits, reviewing waivers & issuing final determinations.
The agent state (worker’s new state of residence) is responsible for providing TAA services. The agent state is not responsible for determining entitlement or paying benefits but is responsible for training, job search & relocation costs.

83. Responsibilities when NYS TAA Eligible Worker Relocates to Another State
Advises trade-affected worker to schedule appointment to continue TAA benefits/ services ASAP upon arriving in new state of residence.
Provides name of new state’s TAA Coordinator to worker.
Advises worker to bring all TAA related documents (i.e., TA722, Waivers, Training Plans).
Provides worker with NYS TAA Coordinator contact information.

84. Responsibilities when TAA Eligible Worker Relocates to NYS
Responsible for providing TAA-related services to trade-affected worker.
Relocated workers will not have a Trade Act Tracker record or OSOS ID.
Determine liable state representative.
Create OSOS record.
Note: Trade Act Tracker records are only created for TAA/TRA entitled customers from NYS.

85. Responsibilities when TAA Eligible Worker Relocates to NYS - Continued
Issues Waivers from Training on behalf of liable state (Waivers are transmitted to liable state’s TAA Coordinator for review and issuance).
Assists trade-affected workers, who are determined in need of training, with the development of a TAA approvable training programs.

86. Responsibilities when TAA Eligible Worker Relocates to NYS - Continued
Secures training funds using the same Request for TAA Funds for Training/Training Plan Detail process as you would for a NYS TAA Eligible trade-affected worker. Liable state training caps take precedent during disputes.
Following approval of funds, transmits training plan details to the liable state representative for review and training approval.

87. Responsibilities when TAA Eligible Worker Relocates to NYS - Continued
Upon confirmation and approval, record training service in OSOS.
NOTE: Payment of job search and relocation allowances is also the responsibility of the agent state. You will need to follow the same procedure for securing TAA funds for job search allowances and relocation allowances as you would for a NYS trade-affected worker.

88. Case Management Comprehensive and specialized assessments
Development of an Individualized Employment Plan
Provision of information on types of training to assist trade-affected workers make informed choices
Provision of information on financial assistance (i.e., Pell Grants)
Pre-vocational services such as resume writing, interviewing skills development, profiling

89. Case Management - Continued
Individual career counseling
Provision of Labor Market Information
Provision of information regarding supportive services
NOTE: To be counted as case management, at least 1 out of the 8 specific services must be provided.

90. TAA Employment Plan
All trade-affected workers, by statute, are afforded the opportunity for the development and periodic review and update of a TAA Employment Plan.
The TAA Employment Plan serves to provide a structure for developing a detailed re-employment plan, to determine the need for training, and to develop TAA approvable training plans.

91. OSOS Date Recording
The Trade & Globalization Adjustment Assistance Act of 2009 significantly revamped the reporting requirements under the TAA programs. As a result the data elements reported through the Trade Act Participant Report (TAPR) have changed requiring enhancements to the OSOS system. Enhancements to OSOS are currently underway and the TAA OSOS Quick Guide will be revised accordingly.
In the meantime, please refer to the OSOS TAA Quick Guide for assistance in recording TAA-related services and activities.

92. Recording OSOS Data - Continued
Work history on OSOS must indicate that worker was “dislocated due to foreign trade.”
Workers must be dual enrolled in WIA and TAA.
All relevant information included on the TA722 must be included.
Record training service when enrolled in TAA approved training.
Record Comments as appropriate.

93. FORM COMPLETION REVIEW
Request for TAA Funds for Training/Training Plan Details
Request for TAA Funds for Job Search/Relocation
Training Determinations
Waiver Determinations
Job Search/Relocation Allowance Determination
TAA Training Completed/Terminated

94. Available Resources & Useful Tools
PLEASE REFER TO THE HANDOUT IN YOUR TRAINING PACKET

95. Questions?