The TAA Training Packet is an involved set of exercises for people who are clients in the Trade Adjustment Assistance Program and who want to make an application to receive training.

1. The TAA Training Option How to Complete and Submit Your Training Plan Application Indiana TAA Training Plan guidelines are subject to change without notice.

2. Rule #1: Take Ownership of Your Training Plan. Gotta Love this TAA Plan of Mine! Embrace this new opportunity! When you do, you will plan, research, and train better to get a job you really like.

3. The Top Page of the TAA Training Packet looks like this. You ONLY fill in your name and SSN.TAA Staff completes the rest.

4. Page 1 OF 2: TRADE ADJUSTMENT ASSISTANCE PROGRAM Training Application and DeterminationYou ONLY fill in the highlighted fields. TAA Staff completes the rest.

5. Page 2 OF 2: ASSESSMENT OF THE SIX CRITERIAWorkOne Staff/Client’s InitialsYou ONLY initial, sign & date at highlights.TAA Staff completes the rest.

6. TAA Financial WorksheetYou ONLY complete the Top Line. (See the highlighted fields below.) Training Facility completes the rest & faxes us. You need 3 in total, 1 from each training facility researched.

7. VENDOR INFORMATION (Option 1)State Form 53788(R2/10-09) Top Right Box, Contact Information & SECTION 1:AUTHORIZATION (You need EITHER a voided check OR to see the next slide please.)

8. VENDOR INFORMATION (Option 2)State Form 53788(R2/10-09) The Financial Institution completes Section 2 andYou print your name & phone number, sign, date, & print SELF inTitle.

9. TAA-Trade Adjustment Assistance Investigating the Occupations & Training Institutions, page 1of 2. Read all directions. Follow these steps.

10. TAA-Trade Adjustment AssistanceInvestigating the Occupations & Training Institutions, page 2 of 2. Check 1. WorkKeys is the assessment for this part. WorkKeys scores are valid for 5 years. Since we require WorkKeys, we provide the assessment. If you have not taken the assessment, please speak with TAA staff about this.

11. TAA-Trade Adjustment AssistanceInvestigating the Occupations & Training Institutions, page 2 of 2. Check 2.

12. TAA-Trade Adjustment AssistanceInvestigating the Occupations & Training Institutions, page 2 of 2. Check 3. Make sure the TAA Financial Worksheet from the training provider includes ALL costs: fees, tuition, books, tools, supplies, and exams.

13. TAA-Trade Adjustment AssistanceInvestigating the Occupations & Training Institutions, page 2 of 2. Check 4. Suggestions: Use a document program to complete this section. Answer each in a paragraph. Capture the reader’s interest with a great topic sentence.

14. Check 4, IP 1 This is where taking ownership should be obvious! Don’t forget to write in complete sentences. For your first paragraph, write a response similar to this: “Based on the research I completed, this plan offers me the best opportunity to train for a viable occupation and to secure future employment for someone in my circumstances, a Dislocated Worker with a bachelor’s degree in engineering. I have searched for engineer positions in a 50-mile radius of my home. In the last 18 months, there have been no openings for engineers. The occupation and course of study I have chosen is Dental Hygiene because I have always had an aptitude for science, and my WorkKeys scores are high. Also, the Interests and Values Analyzers both matched my strengths to Dental Hygiene.” The first sentence restates the purpose & end result of the training plan, and shows that you realize what those mean. Using pronouns like I, me, and my with the name of the occupation demonstrates to the reader that you take ownership of the plan. Justification for your choice is evident because you referred to your ICC Interest & Values results and your WorkKeys results.

15. Check 4, IP 2 Refer to findings from your investigation and research to explain your occupational training choice. Don’t forget to write in complete sentences. “Many job opportunities are open to certified dental hygienists in Indiana. Trained dental hygienists work with and for professional dentists, orthodontists, and prosthodontists in clinics, medical centers, and nursing care facilities. Occupational statistics from the O*Net, Indiana Career Connect.com, and the Region 4 Occupations-in-Demands list show a 27% - 36% upward trend in annual job openings and net replacement for dental hygienists. The projected increase in is due in part to people living longer, and good dental hygiene is a key component in a person’s quality of life.” The first sentence answers how likely you are to find employment after training. Using O*Net data, you show the variety of professionals who need someone with your skills. These related occupations are found at the bottom of the O*Net page. Show specific data %’s from the O*Net, ICC, and Demands lists in your paragraph. Using these statistics justifies that there will likely be a job for you if you complete the course of study in a timely manner.

16. Check 4, IP 3 Refer to findings from your investigation and research to explain your choice of training providers.Don’t forget to write in complete sentences. “I have chosen Indiana University-Purdue University-Indianapolis as my training provider because it is the closest (61 miles one-way) to my home, offers a 2-year Associate’s Degree in Dental Hygiene, I can apply online, it offers several educational grants for which I qualify, and the cost per credit hour is no more than other training providers with similar programs.” Include as many positive facts about your training provider choice. Use these facts to support the choice and sell the reader on your decision.

17. Check 4, IP 4 Unemployment Benefits and/or Student Loans are not an Option Here! Justify what other funding(s) you have available. Here is an example: “Funding is an essential part of my planning, and I view it seriously. If this plan is approved, I realize, as I near completion of my training and/or if the training takes longer to complete than the timeframe stated, TAA funds my not cover all of my training costs. If needed, any costs not covered by TAA funds will be paid for with money from my (Choose two of the following.) working spouse, my savings account, funds I set aside after taking a buy-out, my unused college fund my parents established.”

18. TAA-Trade Adjustment AssistanceInvestigating the Occupations & Training Institutions, page 2 of 2. Check 5. We don’t need to know your eligibility for FAFSA. However, you need to apply online. Then, print a copy of the Student Aid Report. It is a part of the training plan.

19. TAA-Trade Adjustment AssistanceInvestigating the Occupations & Training Institutions, page 2 of 2. Check 6.

20. Last Page - Wait to signuntil you speak with TAA Staff to submit your plan.