ELM Revision: Non-Postal Training Guidelines and Continued Service Agreement

Effective May 12, 2016, the Postal Service™ is revising the Employee and Labor Relations Manual (ELM), Chapter 7, to update the language and process around tuition reimbursement now referred to as “Authorization for Non-Postal Training.” Historically, employees were required to solicit approval in advance of any non-postal training opportunity, which made the terminology “tuition reimbursement,” in essence, not the correct process terminology. Changes to the name of this program, now referred to as “Authorization for Non-Postal Training,” along with a realignment of the costs associated with the Continued Service Agreement (CSA) are included in this revision.

Employee and Labor Relations Manual (ELM)

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7 Training and Development

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710 Overview

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714 Training Delivery

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714.2 Postal Training Delivery

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714.22 Delivery Sources

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714.221 Headquarters

[Revise the text of 714.221 to read as follows:]

Headquarters Employee Resource Management (ERM) and Learning and Development (LD) develop and maintain national training programs and provide delivery through a variety of media and resources at many locations. ERM and LD use available technology to enhance delivery options.

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715.1 Explanation

[Revise the second sentence of 715.1 to read as follows:]

***Individual courses within these training systems are described in ERM and Learning and Development web pages, Postal Service learning portals, and the literature about specific training programs.***

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715.52 Curriculum Guides and Enrollment

[Revise the second sentence of 715.52 to read as follows:]

***Curriculum guides are available through a variety of sources, including the ERM, LD, and NCED intranet sites, publications in support of strategic programs, and the literature about specific training programs.

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731 Nomination and Registration

[Revise the third sentence of 731 to read as follows:]

***Curriculum guides are available from a variety of sources, including the ERM, LD, and NCED intranet sites, publications in support of strategic programs, and the literature about specific training programs.

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[Revise the title of 740 to read as follows:]

740 Non-Postal Training Policy

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[Revise the title and text of 741.23 to read as follows:]

741.23 Eligibility for the Funding of Non-Postal Training Including College or University Courses, Degree Programs, Executive Development, and Certification Programs

Non-bargaining employees are eligible for funding under the Learning and Development Policy as follows:

a. Individual courses, certification programs, and executive development programs:

1. All PCES and EAS employees with more than 18 months of service subject to 741.22 and 741.241.

2. Participants in a specific program that provides such opportunities.

b. Degree programs:

1. PCES and EAS-18 or higher EAS positions.

2. Potential successors identified by CSP or those who demonstrate the ability to be accepted into CSP if they are not yet eligible.

3. Participants in a specific program that provides such opportunities.

Note: Approval will not be granted for participation in a doctoral program.

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742.11 Standard Training

[Revise the first sentence of 742.11 to read as follows:]

All requests for Non-Postal training (to include individual college or university courses, academic degree programs, certification programs, and executive development programs) must be approved through an eBuy requisition.***

742.12 Approval Process for Individual College Courses

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[Add new item e to read as follows:]

e. The employee must complete a Continued Service Agreement if the dollar amounts meet or exceed the initial thresholds defined in section 743.4 below.

[Revise the title and text of 742.13 to read as follows:]

742.13 Approved Process for Academic Degree Programs

The approval process for an employee to enroll in an academic degree program is as follows:

a. The degree program must be documented on the employee’s IDP.

b. The Non-Postal Training Application Form (Exhibit 743.2) and an eBuy requisition must be completed by the employee.

c. The employee must complete a Continued Service Agreement.

d. The eBuy and application form must be approved by the employee’s manager and forwarded to the responsible PCES manager, who will submit the documentation to his or her Vice President for approval.

e. The documentation is then forwarded to the Director, Learning and Development, who reviews the application and Continued Service Agreement and secures approval from the CHRO.

Note: Approval will not be granted for participation in a doctoral program.

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[Revise the title and text of 743 to read as follows:]

743 Eligibility for the Funding of Non-Postal Training, Including College or University Courses, Degree Programs, Certification Programs, and Executive Development Programs — Non-bargaining Employees

As indicated in 741.23, non-bargaining employees are eligible for authorized funding as follows:

a. Individual courses, certification programs, and executive development programs:

1. All PCES and EAS employees with more than 18 months of service subject to 741.22 and 741.241.

2. Participants in a specific program that provides such opportunities.

b. Degree programs:

1. PCES and EAS-18 or higher EAS positions.

2. Potential successors identified by CSP.

3. Participants in a specific program that provides such opportunities.

Note: Approval will not be granted for participation in a doctoral program.

743.1 Roles and Responsibilities

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Exhibit 743.1 Roles and Responsibilities

[Revise the text of Exhibit 743.1 to read as follows:]

 

Non-Postal Training: Individual Courses

Roles

Responsibilities

Employee

n Complete eBuy requisition in accordance with guidelines set forth in 742.311.

n Complete college⁄university application process.

n Submit grade reports or evidence of course completion to Manager, Learning Development and Diversity, at district level and supervisor or nominating manager at area or headquarters.

n Sign Continued Service Agreement for Non-Postal Training if dollar thresholds are met (see 743.4).

Manager, Learning Development and Diversity (District)

n Review and forward eBuy requisition to PCES manager for approval.

n Ensure that eBuy and supporting documentation are submitted to Learning and Development.

n Ensure invoices are certified in a timely manner.

n Ensure that the Continued Service Agreement, if completed, is signed and submitted to area or headquarters representative.

Supervisor or Nominating Manager (Area and Headquarters)

PCES Manager (Area and Headquarters)

n Receive grade reports or evidence of course completion.

n Provide list of students to the Manager, Leadership Development and Talent Management at the end of each semester.

n Approve eBuy requisition.

n Follow up on employee’s performance in courses.

Director, Learning and Development

n Serve as coordinator and point of contact for Non-Postal training.

n Receive and validate Continued Service Agreements, if completed, before forwarding to the CHRO for approval.

n Forward approved Continued Service Agreement accountable information to the HR Shared Services Center (HRSSC) for entry into the Human Capital Enterprise System (HCES).

n Maintain reports for CHRO.

Non-Postal Training: Academic Degree Programs, Certification Programs, and Executive Development Programs

Roles

Responsibilities

Employee

n Complete Non-Postal Training Application Form (Exhibit 743.2).

n Complete eBuy requisition accordance with guidelines set forth in 742.311 after approval is received.

n Complete college⁄university application process, if applicable.

n Sign Continued Service Agreement for Non-Postal Training (Exhibit 743.43) for academic degree programs or for certification programs and executive development programs.

n Submit grade reports or evidence of course completion to Area or HQ Liaisons.

Area⁄HQ Liaison

n Ensure that the eBuy, Non-Postal Training Application Form, and Continued Service Agreements are signed and submitted to area or headquarters representative.

Supervisor or Nominating Manager (Area and Headquarters)

PCES Manager (Area and Headquarters)

n Review and forward eBuy requisition and Non-Postal Training Application form to Vice President for approval.

n Ensure that the Non-Postal training form and Continued Service Agreements are submitted to the Director of Learning and Development for approval.

n Receive grade reports or evidence of course completion.

n Provide list of students to the Director, Learning and Development at the end of each semester in a report that is sent out by Learning and Development.

n Sign Non-Postal Training Application Form.

n Follow up on employee’s performance in program.

Officers

n Approve eBuy requisition.

n Sign Non-Postal Training Application Form.

Director, Learning and Development

n Serve as coordinator and point of contact for Non-Postal training.

n Maintain reports for CHRO.

n Receive and validate Non-Postal Training Application Forms and Continued Service Agreements before forwarding to the CHRO for approval.

n Forward approved Continued Service Agreement accountable information to the HR Shared Services Center (HRSSC) for entry into the Human Capital Enterprise System (HCES).

n Maintain records of all approved Non-Postal Training Applications and Continued Service Agreements.

n At the end of each semester, report tuition costs for the Postal Service.

n Forward approved documentation to employee for submission with eBuy request.

Chief Human Resources Officer (CHRO)

n Approve Non-Postal Training Application Forms and Continued Service Agreements.

 

[Revise the title of 743.2 to read as follows:]

743.2 Non-Postal Training Application Form

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[Revise the title and text of Exhibit 743.2 to read as follows:]

Exhibit 743.2 Non-Postal Training Application Form
Learning and Development Non-Postal Training Application Form (Revised February 2015)

Exhibit 743.2 Non-Postal Training Application Form

 

Return form to: Learning and Development, 475 L’Enfant Plaza, Room 9827, Washington, DC 20260-4201.

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743.41 Condition for Signing

[Revise the text of 743.41 to read as follows:]

Employees who enroll in an undergraduate or graduate degree program, or an internal leadership program (such as the Managerial Leadership Program or the Advanced Leadership Program) must sign a Continued Service Agreement and certification statement and submit it to the Director, Learning and Development before starting the program (see Exhibit 743.43). Employees who enroll in individual college⁄university courses, a certification program, or an executive development program must also sign a Continued Service Agreement and certification statement, if dollar thresholds are met. The Director, Learning and Development forwards the Continued Service Agreement accountable information approved by the CHRO to the HRSSC for entry into the HCES.

If an employee completes more than five Non-Postal training courses within three consecutive years, the employee will be considered to be working toward the completion of an academic degree and will accordingly be required to complete a Continued Service Agreement before taking any additional courses.

Employees do not have to sign the agreement and certification when:

a. Training is provided by a manufacturer as a normal service incidental to the initial purchase or lease of products under a procurement contract.

b. There are no expenses to the Postal Service other than salary.

743.42 Period of Commitment

[Revise the text of 743.42 to read as follows:]

Employees will be required to complete a certain period of service following the completion of their internal leadership program, degree program, certification program, course(s), or executive development program. The commitment period begins immediately upon completion of training. Employees who separate from the Postal Service before completing their course, program, certification, or executive development program will be required to reimburse the Postal Service for all expenses the Postal Service incurred in connection with the employee’s pursuit of the training. The commitment for each type of program is as follows:

a. 1 year for programs that have a cost range from $5,000 to $20,000.

b. 2 years for programs that have a cost range from $20,000 to $50,000 (to include MLP and ALP).

c. 3 years for programs that have a cost range from $50,000 to $75,000.

d. 4 years for programs that have a cost range from $75,000 to $100,000.

e. 5 years for programs $100,000 and up.

Approval will not be granted for participation in a doctoral program.

Note: When an employee enrolls in an executive-level graduate program (i.e., the Sloan Fellows Program) the employee’s status is changed to “Executive in Training.” This becomes the participant’s work assignment and governs the terms and conditions of employment. Sloan Fellows are still responsible for reimbursing the Postal Service in accordance with the terms of their Continued Service Agreement, if they do not complete the requisite year(s) of service.

743.43 Continued Service Agreement

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Exhibit 743.43 Continued Service Agreement and Certification Statement

[Revise the text of Exhibit 743.43 to read as follows:]

 

 

UNITED STATES POSTAL SERVICE
CONTINUED SERVICE AGREEMENT
FOR
*POSTAL AND NON-POSTAL TRAINING

 

This Continued Service Agreement (“Agreement”) is entered into between_____________________ (participant’s name) (“I,” “employee,” or “participant”) and the United States Postal Service (“Postal Service”) concerning the Postal Service’s payment of expenses in connection with employee’s participation in the following (state program)

_____________________________________________________________________________________________________________
(“Program”).

l understand that the Postal Service’s payment of this Program is subject to the conditions and limitations set forth in Employee and Labor Relations Manual (ELM), sections 744.2, Double Payment, and, if my Program involves Non-Postal training, part 743, Eligibility for the Funding of Non-Postal Training. References to these sections are included in this agreement.

Employee’s initials: _____

I agree that after completing the Program I will continue serving in the Postal Service for (check one):

[ ] 1 year for programs that have a cost range from $5,000 to $20,000.
[ ] 2 years for programs that have a cost range from $20,000 to $50,000 (to include MLP and ALP).
[ ] 3 years for programs that have a cost range from $50,000 to $75,000.
[ ] 4 years for programs that have a cost range from $75,000 to $100,000.
[ ] 5 years for programs $100,000 and up.

Employee’s initials: _____

I understand that the obligated years of service will begin at the start of business on my first workday after completing the Program. I further understand that if I begin the Program and do not complete it and then voluntarily leave the Postal Service, I am liable for all costs incurred by the Postal Service for me to attend and participate in the Program up to the time of departure.

Employee’s initials ______

I agree to reimburse the Postal Service for the full cost of all expenses incurred by the Postal Service in connection with the Program which are in addition to my salary, pay, or compensation if any of the following occur prior to my completion of the obligated period referred to in the paragraph above: (1) I voluntarily terminate my employment with the Postal Service for any reason other than non-career military service, (2) the Postal Service terminates me for cause, or (3) I retire. The expenses I agree to reimburse the Postal Service for in connection with the Program include, but are not limited to, lodging, room and board, tuition, and any other program fees.

Employee’s initials: _____

In exchange for the Postal Service’s payment of the expenses described in this Agreement, I understand and agree that I waive the provisions of the Debt Collection Act, the Postal Service Employee and Labor Relations Manual (ELM), subchapter 450, Collection of Postal Debts from Non-Bargaining Unit Employees, ELM subchapter 470, Administrative Offsets from Former Postal Service Non-Bargaining Unit Employees, ELM subchapters 460 and 480, if applicable, 39 CFR Part 961, 39 CFR Part 966, 31 USC §3716, and any other right to prior notice concerning the collection of the funds as well as any right to a hearing and⁄or review concerning the validity of the debt. In the event that I owe any funds to the Postal Service as a result of this Agreement, I acknowledge the validity of the debt and authorize the Postal Service to immediately collect the entire amount from my forthcoming pay check, and, if necessary, from any subsequent pay checks or payment of any kind due to me from the Postal Service, including any payments that may be issued to me after I leave the Postal Service. If the Postal Service is unable to collect the entire gross amount that I owe from my forthcoming pay check(s) or payment of any kind, I will be invoiced for any outstanding debt and agree to pay the Postal Service within thirty (30) days of receipt of any such invoice. In the event that I do not pay the Postal Service in full within thirty (30) days of receipt of any such invoice, I authorize the Postal Service to take any further collection action, including but not limited to, referral of my debt to the Office of Personnel Management and or to the United States Treasury Department for collection from any available funds due to me.

Employee’s initials: _____

I certify that, to the best of my knowledge, I will not receive payment from other sources (including payment under 38 U.S.C. Chapter 34, Veterans’ Education Assistance, commonly called the GI Bill) for the Program that will be paid for by the Postal Service in accordance with this Agreement. I agree that, if I subsequently do receive and accept such payment from other sources, I will promptly remit all such amounts to the Postal Service. I understand and agree that if I do not remit all such amounts to the Postal Service, the Postal Service may collect those amounts from me in accordance with the preceding paragraph of this Agreement, including but not limited to, those provisions concerning the waiver of my debt collection rights.

Employee’s initials: _____

 

 

 

 

I understand that this Agreement does not in any way commit the Postal Service or the federal government to continue my employment.

Employee’s initials: _____

I understand and agree that I have been provided with the opportunity to review and consider the terms of this Agreement and that I have been informed of my right to consult with an attorney should I so desire in sufficient advance of my participation in the Program identified in this Agreement.

Employee’s initials: _____

 

Name (printed or typed): _______________________________________________

Position Title: _________________________________________________________

HQ⁄Area⁄District:______________________________________________________

Original Signature: ____________________________________________________

Today’s Date: _________________________________________________________

 

Name of Program:

______________________________________________________________________

______________________________________________________________________

Program Title:_________________________________________________________

 

Dates Scheduled to attend:

From:_____________________________To:__________________________________

 

 

Privacy Act Statement: Your information will be used to complete a Continued Service Agreement for training or development. Collection is authorized by 39 U.S.C. 401, 410, 1001, 1005, and 1206. Providing the information is voluntary, but if not provided, your agreement cannot be processed. We may disclose your information as follows: in relevant legal proceedings; to law enforcement when the U.S. Postal Service (USPS) or requesting agency becomes aware of a violation of law; to a congressional office at your request; to entities or individuals under contract with USPS (service providers); to entities authorized to perform audits; to labor organizations, as required by law; to federal, state, local, or foreign government agencies regarding personnel matters; to the Equal Employment Opportunity Commission; and the Merit Systems Protection Board or Office of Special Counsel. For more information regarding our privacy policies, visit www.usps.com⁄privacypolicy.

 

743.431 Procedure

[Revise the last sentence of 743.431 to read as follows:]

***At the time the certification is signed, the employee must submit the signed certification to the Director, Learning and Development.

743.432 Reimbursement

[Revise the first sentence of 743.432 to read as follows:]

If an employee gives voluntary notice to leave the Postal Service prior to completing the service agreed to in the Continued Service Agreement for a reason other than non-career military service, including but not limited to, retirement, or if the employee is terminated for cause prior to completing the service agreed to in the Continued Service Agreement, then the employee’s supervisor provides written notification to the official who approved the eBuy requisition for the training.***

743.5 Reporting Requirements

[Revise the text of 743.5 to read as follows:]

At the end of each semester, the Area and Headquarters organizations must submit to the Director, Learning and Development a list of the employees who have been approved to attend Non-Postal training. This request will be sent out by Learning and Development. The report must include the following:

a. The employee’s name, grade, title, and PCES manager or executive sponsor; and

b. The college or university, company, program, course level, course title, start date, completion date, and cost.

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744.1 Failure to Enroll in or Complete Approved Training

[Revise the second sentence of 744.1 to read as follows:]

***The MLDD, supervisor⁄manager, or Learning and Development promptly notifies those who have received copies of the approved eBuy requisition that the employee has failed to enroll in or complete approved training.

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We will incorporate these revisions into the next online update of the ELM, which is available on the Postal Service PolicyNet website:

n Go to http:⁄⁄blue.usps.gov.

n In the left-hand column under “Essential Links”, click PolicyNet.

n Click Manuals.

The direct URL for the Postal Service PolicyNet website is http:⁄⁄blue.usps.gov⁄cpim.