Sales Trainee Evaluation Form by luo18538

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									  Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
  Administered by the Valley Industrial Association
  FY09 July 1, 2008 to June 30, 2009


  INSTRUCTIONS FOR REIMBURSEMENT REQUEST SUBMITTALS


1 Complete the following forms for EACH training course being submitted for reimbursement.
  (the forms are located in the worksheets found at the bottom of your screen).
          Reimbursement Cover Sheet
          Participant Information
          Instructor Information (for internal instructors only) NOT ELIGIBLE FOR FY09
          Attendance Sign-In Sheet
          10K Justification (only when requesting reimbursement for training costing over $10,000)


2 Scan into the designated worksheet for the class scan, training invoice and proof of payment
  documentation as approporiate. If you do not have scanning capabilities, you may submit the
  documentation by fax. If submitting by fax, be sure the documentation is clearly labeled with your
  company name and the training course title.


3 If employees are attending an outside class, and you are unable to obtain a
  signed roster sheet, you may substitute a list of the participants attending the outside training.


4 Before emailing, be sure to save the file to your computer. Give each separate training
  file a unique name. Grant rules require that you keep copies of the submitted
  paperwork for 5 years.


5 Complete all the necessary forms and email them to Lea Ann Skogsberg at:

  dollarsandsense4you@msn.com

  If you have questions, contact Lea Ann Skogsberg, Grant Manager at:

  Lea Ann Skogsberg                             Phone:      630.553.2223
  219 Newbury Court                             Fax:        630.553.2224
  Yorkville, IL 60560                           Email:      dollarsandsense4you@msn.com


6 Submit reimbursement requests as soon as possible, but by the following due dates:

  Training completed:                               Reimbursement requests due no later than:
  July 1, 2008 through June 30, 2009                August 1, 2009
  (There is only one deadline for FY09 reimbursement due to the compressed ETIP schedule.)




7 If you will not be able to use all of the funds allocated to you, please notify the Grant Manager
  immediately so the funds may be reallocated.

8 All training must be started and completed between July 1, 2008 and June 30, 2009.
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009


REIMBURSEMENT REQUEST COVER SHEET

Listed below is information on the training program for which we are requesting reimbursement through
the VIA-ETIP Training Grant Program funded through the Department of Commerce
and Economic Opportunity.                                         Note: Yellow cells are required info.
When available, click on the drop down box to select an entry.    Color is automatically removed when info
                                                                   is entered into each cell
Company Name
Contact Person
Company Address
City, State Zipcode

Date of Report:                  (MM/DD/YY)

Is this your final report?               (Yes or No)                                                  Yes     No

1. Title of Training Program:

By placing an X this box, I am guaranteeing that no other grant funds have been received for this class


2. Brief description of training program:


3a. Eligible Training Category for this Program
A drop down box listing the categories will appear when you click the yellow box.


3b. Sub Category this Program Falls Under:                                                    Sub 1   Sub 2   Sub 3       Sub 4
Click on red triangle for list of subcategories for each category, type in the
letter corresponding to the subcategory that best describes the training.


4a. Date Training was Started:                    (MM/DD/YY)

4b. Date Training was Completed:                      (MM/DD/YY)

5. Internal or External Instructor                                                                    Internal External

     Internal inst name OR External vendor name

   If Internal Instructor,

6. Number of Employees Trained:

7. Total Cost of the Training Program:

8. Training Reimbursement Amount Requested:                                           $0.00
    (maximum amount is 50% of item 7)




9. Type OR Name of Materials for which Requesting Reimbursement:

10. Total Cost of Materials: (tax and shipping is not eligible)
     (complete only if requesting reimbursement for materials used in the training)


11. Materials Reimbursement Amount Requested:                                         $0.00
    (maximum amount is 50% of item 10)


12. Total amount of reimbursement requested:                                          $0.00
   (total of lines 8 and 11)
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
PARTICIPATING EMPLOYEE INFORMATION

Title of Training                 0
                                                                 Length of Training
Company Name:                     0                              Session (in hours)
                                                                 (i.e. a four hour class would be 4.0
Start Date of Training:           01/00/00                       regardless of the number of people in the class)

End Date of Training:             01/00/00


Provide the requested information for employees who participated in training.
New employees refer to those hired during the grant period, July 1, 2007 through June 30, 2008.
Upgrades are all those hired prior to July 1, 2007.

                                                     Enter "1" in APPROPRIATE box
                                                                  Employee
                                                                   Status     Job Title - Enter "1" in APPROPRIATE box
                                                                New     Up-
    Employee Last Name                Employee First Name       emp    grade Exec Mgr/Prof Spvr Office Hourly




                                                                  New      Up-
                                                                  emp     grade Exec Mgr/Prof          Spvr       Office Hourly
                    Grand Total                              0          0      0    0       0                 0        0      0
                                                  Training Evaluation Form
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
As a recipient of the Department of Commerce and Economic Opportunity Employer Training Investment Program, to the
best of your ability, please respond to the following questions. Your responses will assist us in evaluating the
effectiveness of our program.

Company:                                                                       0
Training Provider:                                                0         Training Program:                           0

I. TRAINING IMPACT

  1. Based on the training your employees received, please check the appropriate column for each impact listed below.
                                           Not                         Some        Moderate     Significant
              Category                 applicable     No Impact       Impact         Impact        Impact
Annual Sales Increase
Attendance
Cost Control
Customer Satisfaction
Injury Reduction
On Time Delivery
Productivity
Quality
Waste Reduction
Regulatory Compliance

 2. If applicable, please provide a separate page summarizing other impacts of training provided (promotions,
    retention, increased wages, etc.)
 3. Please equate a dollar value from the impact of the training. This could be money saved due to retention
     i.e. savings from hiring and orientation costs, increased sales, waste reduction, etc.      $        -

II. SERVICES PROVIDED BY THE TRAINING PROVIDER

 The information provided to the Department of Commerce and Economic Opportunity is CONFIDENTIAL business
 information. Pursuant to the Illinois Freedom of Information Act, this data is exempt from individual disclosure.

                                                                                  Somewhat
                            Category
                                                                      Satisfied    Satisfied    Dissatisfied
How satisfied were you with the training project?
How satisfied were you with the trainer?
How satisfied were you with the knowledge/expertise of trainer?
Would you use the trainer again?
Would you recommend the trainer?
Did your company accomplish its training goals?

 Please provide any comments regarding company satisfaction/dissatisfaction with any aspect of this training
 project (attach additional sheets if necessary)




Respondent Signature                                Title                                       Date

Printed Name:
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
INTERNAL INSTRUCTOR FORM--NOT ELIGIBLE FOR FY09

Title of Training         0                                                              01/00/00

Company                   0

Number of Training Hours                                              0

Listed below is information on the internal instructor(s) who led the training for which reimbursement is being requested.


                                                                           *Total                     ***Total   50% OF
                                                                          Training    **Actual        Cost of     Total
    Instr Last Name           Instr First Name   Instructor Signature      Hours     Hrly Wage      Instruction   Cost
                                                                                                               0        0
                                                                                                               0        0
                                                                                                               0        0
                                                                                                               0        0

                           NOT ELIGIBLE FOR FYO9                                                               0             0
                                                                                                               0             0
                                                                                                               0             0
                                                                                                               0             0
                                                                                        Total                  0             0

* Include only the time the instructor actually spends delivering the training. Do not include training preparation or
development time.
** The base salary of the person delivering the training. Do not include benefits, bonuses or incentives. Please list the
base salary as an hourly rate.
*** The instructor's base salary times the number of hours of in-class time for the course.
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
ATTENDANCE SHEET
An Attendance Report is required to be signed by each employee for each training program that is receiving funds through the VIA Multi-
Grant Training Program. You may utilize your own form as long as all information contained on this form is included. The following
statement must be on all attendance sign-in rosters:
"This training is partially funded by a grant fund rom the State of Illinois Department of Commerce and
Economic Opportunity administered by the Employer Training Investment Program (ETIP)."
                      Company Name:                                                0                    Start Date:          01/00/00

           Title of Training Program:                                              0                     End Date:           01/00/00

                     Instructor Name:
By signing this attendance sheet participants authorize their employer to provide any necessary personal information to
the Department of Commerce and Economic Opportunity.
          Employee Name                         Employee Signature                   Date      # of Hours:
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009

The DCEO requires companies complete this form when requesting a grant reimbursement of $10,000
or more for a single training event.   Please add as many rows as necessary to fit in your comments.


Company Information:
1. Provide a brief description of the organization's structure including parent companies, subsidaries or divisions.




2. Detail whether the workforce is increasing or decreasing. Describe whether the facility is expanding,
relocating or in danger of closing.




3. Provide a brief overview of the company's products and services




4. Provide a brief overview of your customer base and competitors:




Statement of Need:
1. Describe how the training is linked to business goals.




2. Explain how the training funds will impact the regional economy.




3. Describe how the training needs were identified.




Project Work Plan:
1. Description of the training program objectives and plans.
2. Provide a summary of the training content.




3. Provide background information on the trainers and their qualifications; describe
why the trainer was selected (attach resumes of internal trainers)




Basis of costs:
Detail the vendor selection process; indicate whether the training was competitively procured.




Measurable Outcomes:
Identify specific improvements to be achieved from the training. Anticipated performance
results should be addressed in terms of percentages to protect proprietary information.
They may include:

o Production efficiency, and quality objectives such as scrap reduction, increased
  productivity, reduced set up time, etc.

o Administrative, management information systems improvements

o Increase the shareholder value, company profitability, change in market share, etc.
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
Class Attendance Sheet

Please paste Class Attendance scan on this sheet starting in cell A7
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
PROOF OF TRAINING: (invoice, statement, enrollment form)

Please paste Invoice scans on this sheet starting in cell A7
Department of Commerce and Economic Opportunity - Employer Training Investment Program (ETIP)
Administered by the Valley Industrial Association
FY09 July 1, 2008 to June 30, 2009
PROOF OF PAYMENT: (copy of canceled check, invoice with paid up balance).

Please paste Proof of Payment scans on this sheet starting in cell A7
This sheet is for Administrator use only

Please do NOT enter information into this sheet




                                                             Category
Company Name        Allocation Total Req Title of training
0                                      00
                                            Move New Empl (column Q) - to column J
                                            Move Up grade (column R) to column K
                                            Delete Undup - current column J
                             YES            Do we need to save in a 2007 version?
Subcategory




                                                                            Up- grade
                                              # Trained


                                                              New emp
                             Completion
                Internal -     Date of                                                               Actual     Approved
                 External     Training                                                      Report    Cost        Req
              0          0       01/00/00                 0             0               0                     0         0
                  Add listing of material names before material req column




                                        # Trng Hrs.




                                                                             Supv/Lead
                                                                 Mgrs/Prof
                                                      Exec/Dir




                                                                                         Clerical

                                                                                                    Hourly
                   Material Material                                                                         If extra
Material Names      Req      App                                                                              funds
                 0         0        0            0           0           0           0          0        0
                                                Trainee Retention Report
                                                     Fiscal Year 2009
                         Valley Industrial association                                       Grant Number:

Participating Company :                                               0 Company Contact:                                            0

Number of Trainees                                New:                0               Upgrade:                  0
(at training end date)

                                                                                                                      Reason for
                                                                     Last Date Retained             Retained          Separation
                                    Employee                            of     after 90             after 180       (voluntary or
      Employee Last Name            First Name      New      Upgrade Training   Days                  Days           involuntary)
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00
                                0             0                         1/0/00

                                                                          Total Trainees Retained
                                                                          90 Days 180 Days
                                                                                   0         0

"New" refers to employees hired during the grant period. "Upgrade" refers refers to those hired prior to July 1, 2007.
"Voluntary Separation" includes obtaining a better job or leaving for personal reasons.
"Involuntary Separation" involves: lay-off, termination, etc.

Grantee Certification
I certify the information provided on the trainee retention is complete and accurate.

By:

Grantee Signature                                 Date

								
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