1. Waiver Process & Case Management 2002 Law: Petitions that fall below 69,999 and above 80,000 2009 Law Petitions that range between 70,000 and 79,999

2. Deadline to Sign Waiver 2002 Law – 8/16 rule: A waiver needs to be signed within 8 weeks of certification or 16 weeks after layoff, whichever is later, when a worker cannot enroll in training within this deadline or is choosing to look for work. The waiver needs to be sent to TAA Specialist immediately for approval. 2009 Law – 26 week rule: A waiver needs to be signed within 26 weeks of layoff or 26 weeks after certification, whichever is later, when a worker cannot enroll in training within this deadline or is choosing to look for work. The waiver needs to be sent to TAA Specialist immediately for approval. The date a TAA Specialist signs off is the start date of waiver. The waiver entitles the worker to 26 weeks of Basic TRA benefits (after the exhaustion of 26 weeks of unemployment insurance).

3. Waiver Reviews 2002 Law – All waivers must be reevaluated every 30 days for the duration of the waiver period. Enter waiver review date in TAA Waiver activity 2009 Law – After an initial 90 day waiver period, all waivers must be reevaluated every 30 days for the duration of the waiver period. Enter waiver review date in TAA Waiver activity. If a worker is on waiver status until training starts, waiver reviews must still be done. If a worker finds temporary employment, waiver reviews should still be conducted until the end of the 6 month period.

4. Waiver Review in WF1

5. Waiver Extension The maximum duration of a waiver is six months unless worker is still entitled to weeks of Basic TRA. Both Laws – A six - month waiver could expire before all UI is exhausted and Basic TRA begins or before all Basic TRA is exhausted. If the six month mark is coming up, the counselor should contact TRA to determine if the worker is still entitled to UI and/or Basic TRA. If an extension is needed, the counselor should request a waiver extension, from a TAA Specialist, prior to the waiver exhausting,. If an extension is not requested on time, the worker will lose their entitlement to weeks of Basic TRA benefits and could miss out on Additional TRA benefits if entering training.

6. Waiver Expiration and Revocation Both Laws – A waiver expires after a six month period or after the end of Basic TRA, whichever comes first. Basic TRA could exhaust before the six month period due to unemployment insurance extensions. Both Laws - A waiver is revoked by a TAA Specialist if the basis of the waiver is no longer applicable to the worker (ex. suitable employment is obtained, worker starts training, worker does not want to participate in the program any longer, or worker does not stay in contact with counselor).

8. Additional TRA Deadline & Enrolled Definition 2002 Law – Two deadlines: A bona fide application of training is submitted by 210 days after layoff date or certification of petition date, whichever is later and enrolled in training prior to the first Monday 30 days after the termination of the waiver either by expiration (end of Basic TRA) or revocation. 2009 Law – Must be enrolled in training prior to the first Monday 30 days after the termination of the waiver either by expiration (end of Basic TRA) or revocation. Both Laws – A worker shall be considered to be enrolled in training when 1.The worker’s application for training is approved by the State agency 2.The training institution has furnished a written notice to the State agency that the worker has been accepted in the approved training 3.Training program is to begin within 30 calendar days of the date of such approval.

9. Case Management

11. Important TAA Websites! http://www.positivelyminnesota.com/applytaa TAA/TRA handbooks, applications, wavier, petition information http://www.positivelyminnesota.com/ddp/Policylist.aspx TAA policies http://www.doleta.gov/tradeact/benefits.cfm United States Department of Labor website Petition determinations, current and old law benefits http://www.irs.gov/hctc Health Coverage Tax Credit