HOW TO SUBMIT THE APPLICATION APPEALS PROCESS 1.Email a copy of the application and supporting documentation to PEF MBP at [email protected]. Rejected reimbursement requests can be appealed in writing, to PEF MBP Trustees. 2.Complete application on our website. OR 3.Mail application along with the required supporting documentation to: Correspondence can be sent via email to: [email protected] PEF Membership Benefits Program PO Box 12414, Albany, NY 12212-2414 Copies of all documents must be retained by the applicant. You will be notified by email when the application has been received. DOCUMENT REVIEW AND DETERMINATION All applications will be reviewed by the PEF Membership Benefits Program and PEF Training and Education, Health and Safety Department. They may contact applicants for clarification or if further information is required. PEF and PEF MBP reserve the right to reject applications that are incomplete or do not meet the criteria outlined in this document. An email notification of the acceptance or denial of a requested reimbursement will be sent and payment through PEF MBP will follow 4-6 weeks from date of submission. All questions should be addressed to PEF MBP via email at [email protected] or phone at (800) 342-4306 or (518) 785-1900 ext. 243. or by mail to: PEF Membership Benefits Program 1168-70 Troy-Schenectady Road PO Box 12414 Albany, NY 12212-2414 PEF Membership Benefits Program Higher Education Incentive Program (HEIP) Pilot Program Fall 2014 and Spring 2015 PEF Membership Benefits Program Trustees Susan Kent, Chair Gustavo Santos, Vice Chair Carlos Garcia, Secretary Barbara Ulmer Ronald J. Vero Updated Nov. 2014 1168-70 Troy-Schenectady Road PO Box 12414 Albany, NY 12212-2414 Visit Membership Benefits at www.pef.org (518) 785-1900 or (800) 342-4306, ext. 243 Pilot Program Guidelines Fall 2014 and Spring 2015 Semesters PROGRAM ELIGIBILITY WHAT IS COVERED The PEF Membership Benefits Program Higher Education Incentive Program (HEIP) provides individual PEF members in good standing with tuition reimbursement of up to $600 for one job or career related, successfully completed post secondary course at an accredited college or university for the Fall 2014 and Spring 2015 semesters. It also grants a $75 book allowance for course required textbooks. Applicants for the program must: This pilot program covers only one course per semester-either graduate or undergraduateper member for the Fall 2014 and Spring 2015 semesters. No fees or other related expenses are covered. It also provides a $75 textbook allowance for required textbooks. For some courses, such as online study, CD’s, videos or other media are required and can be substituted for textbooks. INTRODUCTION Following negotiation of the 2011-2015 PS&T Unit Agreement, the State refused to restart the PS&T Unit tuition program, virtually eliminating funding for tuition reimbursement. PEF is still in the process of advocating for restoration of the tuition reimbursement program. In the interim, to help bridge the gap and assist members to pursue their higher education and career goals, the PEF MBP Trustees have established a pilot tuition reimbursement program for the Fall 2014 and Spring 2015 semesters. The pilot program is only for the Fall 2014 and Spring 2015 semesters and will be reviewed by the Board of Trustees of the •Be dues paying members of PEF and have a signed PEF membership form registered with PEF. •Be a current PS&T employee or a laid off member on a Civil Service or other reemployment roster. •Be employed or on a preferred list or reemployment roster at both the start and completion date of the course. •Successfully complete the course and submit the required application, course satisfaction, and payment documentation to PEF MBP. ELIGIBLE COURSES 1.The HEIP is available for courses that are job or career related. Applicants are required to explain the applicability of the course in the required narrative. 2.Courses must be taken at an accredited college, university or institution. 3.Graduate or undergraduate courses must be credit bearing, lead to completion of a degree, or lead to a certification that is job related. 4.All other sources of tuition support including Veterans benefits, TAP and scholarships, must be exhausted prior to requesting HEIP. PEF MBP to determine whether similar programs can be offered in the future. TEXTBOOK ALLOWANCE Textbook allowance will be provided for documented course required textbooks. REIMBURSEMENT PROCESS After successfully completing the course of study, the applicant will submit a reimbursement application along with the following documentation to PEF MBP: •An invoice/receipt from the college or university showing the course was paid. The invoice must also reflect other sources of tuition support that were used, if applicable. It will give a start and end date for the course of study. •Documentation of additional financial assistance not listed on the invoice. •An invoice/receipt detailing textbook (CD, video, etc.) purchase and course requirement documentation. •Certification of a passing grade.
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