Any course that does not meet the criteria for tuition assistance funding must be
    presented as a customized course. All customized courses must include three
    major components:

    Information describing the services offered by the Career Development
    Program will be presented at least once during each customized course.  
    Additional presentations will be made as new Career Development
    services become available.

    It must be demonstrated that the customized course will enhance certain
    skills. The vendor/institution offering customized courses must, in detail,
    describe activities that will enhance at least four of the following fourteen
    skills:

                       Learning-to-Learn
                       Reading
                       Writing
                       Computation
                       Oral Communication
                       Listening
                       Problem Solving
                       Creative Thinking
                       Motivation
                       Interpersonal Skills
                       Negotiating Skills
                       Teamwork
                       Leadership
                       Information Technology

    There must be a course evaluation upon the completion or termination of
    each customized course. This evaluation should include, but need not
    necessarily be limited to: (1) the learner's evaluation of the course; (2) the
    Local Joint Committee's evaluation of the course; and (3) any evidence,
    documented or anecdotal, of individual improvement in the skills areas
    addressed by the customized course.

    As with tuition assistance and correspondence courses, there are limitations on
    the funding of customized courses. There are four limits:

    Each participant is limited to $2,000 worth of customized courses per year.

    Money is available to pay the costs of books required to complete a
    course. The costs of optional publications, such as newspapers, magazine
    subscriptions, or non-required books are not eligible to be paid from
    Career Development Program funds. The criterion of "required" is
    frequently defined in a course syllabus. If no such definition is available,
    the appropriate Local Joint Committee must accept the responsibility to
    determine whether funds requested are for required books.

    Funds are available to meet the costs of fees that are required and directly
    related to a course being taken. Some fees, such as a fee for a required
    lab, are obviously course-related, while fees such as parking fees are
    obviously not. The LJC must, therefore, accept the responsibility of
    determining whether requested fees are required and course-related, and
    not pay unnecessary fees.

    Career Development funds cannot be spent on monetary incentives or the
    purchase of such items as personal computers, sets of tools, firearms or
    kits, engine analyzers or any engine repair equipment even if such
    equipment is associated with a given course. Neither may Career
    Development Program funds be used for equipment rental fees, such as
    aircraft, boat, welding, or scuba gear rental.

    The Governing Board officially adopted the following policy revisions and
    additions to policy regarding customized courses on 6/7/00. The adopted policy
    applies to all customized courses offered under any of the three designated
    categories (Basic Skills, Pre-technical, Personal Development). Revision #2
    specifically addresses the issues related to customized courses categorized as
    Personal Development classes and offered under the two sub-categories
    Arts/Crafts/Music and Health/Fitness/Recreation.

    Revision #1: ICD's existing reporting requirements should include that
    each CDP site monitor and report appropriate data (to be determined by
    ICD) regarding the number of individuals for whom annual customized
    course expenditures equal or exceed $2,000. ICD would be expected to
    share the information annually with the Advisory and Governing Boards.

    Revision #2: Personal Development courses (under the sub-categories of
    Arts/Crafts/Music and Health/Fitness/Recreation) should be limited to two
    courses per participant, per year, with a limit of $1,250 per participant, per
    year. Before a participant can take additional Personal Development
    courses (under the sub-categories of Arts/Crafts/Music and
    Health/Fitness/Recreation) an intervening, more substantive course must
    be taken to qualify. To be able to accurately account for a $1,250
    maximum, Personal Development courses should not be negotiated on the
    basis of a fixed rate per class regardless of the number of workers
    participating, but rather Personal Development courses (in the sub-
    categories of Arts/Crafts/Music and Health/Fitness/Recreation) should be
    negotiated only on the basis of a fixed cost per participating active USW
    member. We also recommend that ICD review its system for categorized
    courses and provide standardized direction, either through definition,
    examples, or both, so that courses are consistently and uniformly
    categorized.  A participant who wishes to pursue a vocation in courses
    which are designated Personal Development under the sub-categories of
    Arts/Crafts/Music and Health/Fitness/Recreation, must complete and file an
    ICD Standardized Educational Development Plan (EDP) with their Local
    Joint Committee or Program Coordinator. The EDP must include
    educational objectives and name the certifying institution, listing
    appropriate courses to be taken over a specified period. Monitoring of the
    EDP is the joint responsibility of the LJC and Program Coordinator.

    Revision #3: The LJC must ensure that customized courses are truly
    tailored specifically for CDP participants and, whenever space allows,
    provided on site with a minimum of four (4) legitimate basic skills written
    into a comprehensive curriculum. ICD will provide guidance to the Local
    Joint Committees on how to determine whether proposed customized
    courses are consistent with the CDP's goals, and whether prospective
    providers’ proposals are acceptably addressing the enhancement of basic
    skills.

    Revision #4: The LJC should eliminate private lessons and private classes
    and eliminate the practice, where it exists, of so-called "open enrollment"
    courses. There must be a minimum of five (5) active USW members
    enrolled and attending class at the same location at the same time or the
    class will be canceled. Sites with fewer than 200 USW members will have
    some latitude in establishing minimum enrollment guidelines after review
    and approval with national staff in Merrillville.

    Revision #5: Whenever possible the LJCs must initiate a vendor selection
    process based on three (3) competitive bids, a standard Request For
    Proposal, (RFP) and a standardized contract for services that is developed
    by ICD and signed by selected vendors. When selected, providers will
    participate in training so that they understand the requirements of being a
    Career Development Program provider and to ensure that they have the
    competence needed to include in their curriculum, and effectively teach,
    the designated basic skills to workers.
SUBJECT:                            Customized Courses
ICD

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Policy