Illinois TAA and TRA Coordinators Contact Information:
Illinois TAA Coordinators
Susan Boggs
Susan.Boggs@illinois.gov (217) 558-2474
Janet S. Rosentreter
Janet.Rosentreter@illinois.gov(217) 558-2433
Illinois TRA Coordinator
Deborah Geier
Deborah.Geier@illinois.gov(217) 558-1276
(217) 558-5108 fax
Quick Reference Email Titles Chart: (The email's Subject line must say...)
Bona Fide Application Approval for “Customer Name” for LWIA “#”
Revised IEP Approval for “Customer Name” for LWIA “#”
“Type of Training” and IEP Approval for “Customer Name” from LWIA “#”
Ceased Participation Approval for “Customer Name” from LWIA “#”
Potential Suspension Request Approval for “Customer Name” from LWIA “#”
Training Denial Approval for “Customer Name” for LWIA “#”
Waiver and IEP Approval for “Customer Name” from LWIA “#”
Waiver Extension Approval for “Customer Name” from LWIA “#”
Waiver Criteria Change Approval for “Customer Name” from LWIA “#”
Waiver Revocation Approval for “Customer Name” from LWIA “#”
Out-of-Area Job Search Approval for “Customer Name” from LWIA “#”
Reconciliation of TAA Out-of-Area Job Search Approval for “Customer Name” from LWIA “#”
Out-of-Area Relocation Approval for “Customer Name” from LWIA “#”
Reconciliation of TAA Out-of-Area Job Search Approval for “Customer Name” from LWIA “#”
Agenda (
PDF 
): Illinois Merit Staffing Procedures December 8 & 9, 2010 (Springfield, IL)
Benefits Side-By-Side 11-17-10 (
MS Word ): Side-by-side look at the Expanded TAA Program (May 18, 2009 to December 31, 2010); Former/Reverted TAA Program (pre-May 18, 2009 & post-December 31, 2010 ); and Impact of Sunset of Expanded TAA Program
Draft Distribution of Benefits Funding (
Excel ): This document also include the Draft 1-E case management funding based upon unduplicated customers in TAA.
IBIS External Agency User Guide V1 12-7-10 (
PDF )
IBIS Training DCEO presentation 12-9-10 (
PPT )
Illinois Merit Staffing LWIA Procedures 12-08-10 (
PDF )
Inherently Governmental (
PDF ): Circular NO. A-76 Revised (May 29, 2003) defines Inherently Governmental Activities.
Merit Staff Rule (
PDF ): Part IV Department of Labor Employment and Training Administration (20 CFR Part 618) Trade Adjustment Assistance; Merit Staffing of State Administration and Allocation of Training Funds to States; Final Rule.
Merit Staffing PowerPoint 12-08-10 (
PPT ) (
PDF ): This PowerPoint was used December 8, 2010 to provide an overview of Illinois Merit Staffing Procedures with a focus on fiscal and reporting.
Merit Staffing PowerPoint 12-09-10 (
PPT ) (
PDF ): This PowerPoint was used December 9, 2010 to provide an overview of Illinois Merit Staffing Procedures with a focus on case management and reporting.
This listing provides ALL of the forms necessary to provide customers of the TAA, TGAAA, and TAAEA Programs with the benefits and services available to them respective to the petition for which they are certified.
Please ensure you are utilizing the proper form for the proper Trade Program for which the customer is eligible. Forms that are designated by DCEO/Trade indicate the form is universal between all three Trade programs. All other forms have been indicated if they apply only to one of the three programs.
Illinois Department of Commerce and Economic Opportunity
Trade Program Contacts:
Susan Boggs - Susan.Boggs@illinois.gov 217-558-2474
Janet Rosentreter - Janet.Rosentreter@illinois.gov 217-558-2433
Listing of Applicable Trade Forms (Please check to ensure you are using the most current form available.)
Benefits Rights and Obligations Forms are specific to each Trade Program
DCEO/TAA Form #001 TAA Benefits, Rights, and Obligations - BRO (MS Word ) 1-06-12
DCEO/TAA Form #001 TAA Benefits, Rights, and Obligations - BRO Instructions (MS Word )
1-06-12
DCEO/TGAAA Form #001 TGAAA Benefits, Rights, and Obligations - BRO (MS Word ) 1-06-12
DCEO/TGAAA Form #001 TGAAA Benefits, Rights, and Obligations - BRO Instructions
(MS Word ) 1-06-12
DCEO/TAAEA Form #001 TAAEA Benefits, Rights, and Obligations - BRO (MS Word ) 1-13-12
DCEO/TAAEA Form #001 TAAEA Benefits, Rights, and Obligations - BRO Instructions
(MS Word ) 1-06-12
DCEO/Trade Form #002 Trade-WIA Standard Application (MS Word ) 1-06-12
DCEO/Trade Form #002 Trade-WIA Standard Application Instructions (MS Word ) 1-06-12
Waiver from Training Forms are specific to each Trade Program (Associated letters are not)
DCEO/TAA Form #003 2002 TAA Illinois Waiver from Training (MS Word ) 1-06-12
DCEO/TAA Form #003 2002 TAA Illinois Waiver from Training Instructions (MS Word ) 1-06-12
DCEO/TGAAA Form #003 2009 TGAAA Illinois Waiver from Training (MS Word ) 1-06-12
DCEO/TGAAA Form #003 2009 TGAAA Illinois Waiver from Training Instructions (MS Word )
1-06-12
DCEO/TAAEA Form #003 2011 TAAEA Illinois Waiver from Training (MS Word ) 1-06-12
DCEO/TAAEA Form #003 2011 TAAEA Illinois Waiver from Training Instructions (MS Word )
1-06-12
DCEO/Trade Form #003a Trade Waiver Termination Letter (MS Word ) 1-06-12
DCEO/Trade Form #003b Trade Waiver Non-Compliance Letter (MS Word ) 1-06-12
DCEO/Trade Form #003c Trade Potential Suspension Letter (MS Word ) 1-06-12
DCEO/Trade Form #003d Trade Waiver Revocation Letter (MS Word ) 1-06-12
DCEO/Trade Form #003e Trade Waiver from Training Fact Sheet (MS Word ) 1-06-12
Bona Fide Application for Training Forms apply only to the 2002 TAA Program
DCEO/TAA Form #004 - TAA Bona Fide Application for Training (MS Word ) 1-06-12
DCEO/TAA Form #004 - TAA Bona Fide Application for Training Instructions (MS Word )
1-06-12
DCEO/Trade Form #005 Eligibility Determination for Trade Travel Assistance (MS Word ) 1-06-12
DCEO/Trade Form #005 Eligibility Determination for Trade Travel Assistance Instructions (MS Word )
1-06-12
Verification of Training Enrollment Forms are specific to each Trade Program (Verification of Trade Training Attendance Form is not.)
DCEO/TAA Form #006 Verification of TAA Training Enrollment (MS Word ) 1-06-12
DCEO/TAA Form #006 Verification of TAA Training Enrollment Instructions (MS Word ) 1-06-12
DCEO/TGAAA Form #006 Verification of TGAAA Training Enrollment (MS Word ) 1-06-12
DCEO/TGAAA Form #006 Verification of TGAAA Training Enrollment Instructions (MS Word )
1-06-12
DCEO/TAAEA Form #006 Verification of TAAEA Training Enrollment (MS Word ) 1-06-12
DCEO/TAAEA Form #006 Verification of TAAEA Training Enrollment Instructions (MS Word )
1-06-12
DCEO/Trade Form #006a Bi-Weekly Verification of Trade Training Attendance (MS Word ) 1-06-12
DCEO/Trade Form #006a Bi-Weekly Verification of Trade Training Attendance Instructions (MS Word ) 1-06-12
DCEO/Trade Form #006b Trade Training Requirements Fact Sheet (MS Word ) 1-60-12
Training Benchmark Warning Letter is specific to either the TAA/TGAAA Programs or the TAAEA Program
DCEO/Trade Form #006c Trade Program (TAA and TGAAA) Training Program Benchmark
Warning Letter (MS Word ) 3-08-12
DCEO/TAAEA Form #006c TAAEA Training Benchmark Warning Letter (MS Word ) 1-06-12
DCEO/Trade Form #007 Trade Individual Training Account (ITA) Projection (MS Word ) 1-06-12
DCEO/Trade Form #007 Trade Individual Training Account (ITA) Projection Instructions (MS Word )
1-06-12
DCEO/Trade Form #008 Trade On-the-Job Training OJT Agreement (MS Word ) 1-06-12
DCEO/Trade Form #008 Trade On-the-Job Training OJT Agreement Instructions (MS Word ) 1-06-12
DCEO/Trade Form #009 Trade On-the-Job Training OJT Invoice (MS Word ) 1-06-12
DCEO/Trade Form #009 Trade On-the-Job Training OJT Invoice Instructions (MS Word ) 1-06-12
DCEO/Trade Form #010 Trade On-the-Job Training OJT Monitoring (MS Word ) 1-06-12
DCEO/Trade Form #010 Trade On-the-Job Training OJT Monitoring Instructions (MS Word ) 1-06-12
IDES Alternative Trade Adjustment Assistance (ATAA) applies only to the 2002 TAA Program
DCEO/TAA Form #011 IDES ATAA Application - Approval/Denial Application (MS Word )
1-06-12
DCEO/TAA Form #011 IDES ATAA Application - Approval/Denial Application Instructions
(MS Word ) 1-06-12
IDES Reemployment Trade Adjustment Assistance (RTAA) applies only to the 2009 TGAAA and 2011 TAAEA Programs
DCEO/TGAAA Form #011 IDES RTAA Application - Approval/Denial (MS Word ) 1-06-12
DCEO/TGAAA Form #011 IDES RTAA Application - Approval/Denial Instructions
(MS Word ) 1-06-12
DCEO/TAAEA Form #011 IDES RTAA Application - Approval/Denial (MS Word ) 1-06-12
DCEO/TAAEA Form #011 IDES RTAA Application - Approval/Denial Instructions (MS Word )
1-06-12
Trade Out-of-Area Job Search Allowances are available ONLY to the 2002 TAA and 2009 TGAAA Programs
DCEO/Trade Form #012 Application for Trade Out-of-Area Job Search Allowance (MS Word )
1-06-12
DCEO/Trade Form #012 Application for Trade Out-of-Area Job Search Allowance Instructions
(MS Word ) 1-06-12
DCEO/Trade Form #012a Reconciliation of Trade Out-of-Area Job Search Allowance
(MS Word ) 1-06-12
DCEO/Trade Form #012a Reconciliation of Trade Out-of-Area Job Search Allowance Instructions
(MS Word ) 1-06-12
DCEO/Trade Form #012b Trade Job Interview Confirmation Letter (MS Word ) 1-06-12
Trade Out-of-Area Relocation Allowances are available ONLY to the 2002 TAA and 2009 TGAAA Programs
DCEO/Trade Form #013 Application for Trade Out-of-Area Relocation Allowance (MS Word )
1-06-12
DCEO/Trade Form #013 Application for Trade Out-of-Area Relocation Allowance Instructions
(MS Word ) 1-06-12
DCEO/Trade Form #013a Reconciliation of Trade Out-of-Area Relocation Allowance
(MS Word ) 1-06-12
DCEO/Trade Form #013a Reconciliation of Trade Out-of-Area Relocation Allowance Instructions
(MS Word ) 1-06-12
DCEO/Trade Form #013b Trade New Employment Confirmation Letter (MS Word ) 1-06-12
DCEO/Trade Form #014 Trade Individual Employment Plan (IEP) (MS Word ) 1-06-12
DCEO/Trade Form #014 Trade Individual Employment Plan (IEP) Instructions (MS Word ) 1-06-12
Customer File Onsite Review Monitoring Tool is currently only available for the TAA Program
DCEO/TAA Form #015 TAA Customer File On-Site Review Monitoring Tool (MS Word )
1-06-12
DCEO/TAA Form #015 TAA Customer File On-Site Review Monitoring Tool Instructions
(MS Word ) 1-06-12
DCEO/Trade Form #016 Illinois Waiver Approval Affidavit (MS Word ) 1-06-12
DCEO/Trade Form #017 Illinois Trade Training Approval Affidavit (MS Word ) 1-06-12