The objective of this policy is to allow individuals with clear career goals to accelerate
progress through more flexible access to program funds. The Local Joint Committee
(LJC) would approve and monitor combined usage of both Tuition Assistance (TA) and
Customized Course (CC) funds either for a degree program or for a certificate program.
For example, given current limits on TA and CC spending, up to $3,800 would be made
available for qualifying individuals to apply to either tuition bills or to customized course
expenditures in a given year.

All standards applicable to the use of Career Development funds for TA and CC as
outlined in the ICD Field Policy Manual (pp. 20-21, 24-26) remain intact.

The LJC is responsible for fulfilling all of the following four exception guidelines when
allowing an individual to combine TA and CC funds:

    In some instances it may be appropriate for a participating Steelworker to petition
    the LJC to spend over the limits of his/her TA and CC yearly allotment in order to
    complete a specified course of study leading to certification or a degree which is
    recognized by an accredited national body.

    The LJC will maintain spending limits in compliance with established Governing
    Board policy and will consider extenuating circumstances on a case-by-case
    basis when reviewing a Steelworker’s petition to exceed his/her TA/CC yearly
    allotment.

    The LJC will regularly monitor the expenditure of funds from the TA and CC
    categories to insure than any Steelworker’s account does not exceed the limits
    as established by the ICD Governing Board Policy and as enforced by the LJC
    and the ICD national office in Merrillville, IN.

    If a Steelworker seeks to combine his/her TA and CC funds in accordance with
    this policy, LJCs would be required to (a) secure written approval from the ICD
    national office on a case-by-case basis, and (b) maintain an Educational
    Development Plan (EDP) on file at the site.

The Governing Board will review the policy annually.
SUBJECT: Combining Tuition Assistance and Customized Course Funds
ICD
Policy















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