Kutztown University
Management Professional Development Committee
APPLICATION GUIDELINES
FOR
INDIVIDUAL STUDY
AND
TRAVEL ASSISTANCE FOR PROFESSIONAL MEETINGS
In order for grant applicants to be given proper consideration by the Committee,
applications should be received by Human Resources one month prior to the beginning
date of the course, seminar, workshop or conference for which funding is being requested.
Full-time and part-time managers not covered by any collective bargaining unit are
eligible. Part-time managers are eligible for prorated funding based on status
Management Professional Development Committee
Assistant Vice Provost (Chair)
Associate Vice President Equity and Compliance
Director University Relations
Executive Director of Human Resources
All Awards Are Contingent on Budgetary Allocations
Rev 01/12/15
1
Category I
INDIVIDUAL STUDY GRANTS
PURPOSE: Enable individual permanent full-time and part-time managers to enroll in a
credit bearing course which is taken to improve the applicant’s qualifications for her/his
assigned professional responsibilities through paying required fees and/or tuition. Grants
are up to $1,000 maximum for full time managers (grants for part-time managers will be
prorated consistent with status) and are limited to two grants total per person, per fiscal
year (between Category I & Category II) not to exceed $1,000. Funds may also be
available from other sources consistent with the Out-service Training process.
Attendance at a professional conference is not an eligible expense for a category I grant.
Under this category, the grant will be disbursed on a reimbursement basis for academic
courses. The individual must receive a grade of “C” or better for undergraduate courses or
a grade of “B” or better for a graduate course.
All proposals must use the following format (complete attached fill in form):
A. Applicant’s name and department
B. Title of course and name of institution or sponsoring organization
C. Dates of course
D. Description of course including:
1. Purpose (include comment on benefit to the University, improvement on the
delivery of service, and professional skill enhancement)
2. Brochure/ course outline and application copy. (if applicable)
E. University check requisition form
1. Itemized cost statement
2. Original receipt if prepaid
3. Registration materials
4. Approval of immediate supervisor and appropriate cabinet level supervisor
------------------------------------------------------------------Send the completed proposal to the Chair of the Management Professional
Development Committee (MPDC) in care of the Office of Human Resources.
(INCOMPLETE PROPOSALS WILL NOT BE CONSIDERED AND WILL BE
RETURNED.)
If, for any reason, changes need to be made to an approved grant, those changes must be
approved by the MPDC prior to expenditures of any funds related to the altered grant.
If further assistance is necessary, please contact members of the Management
Professional Development Committee.
Rev 01/12/15
2
Category II
TRAVEL ASSISTANCE FOR PROFESSIONAL MEETINGS AND NONCREDIT
COURSES, SEMINARS, AND WORKSHOPS
PURPOSE: Travel assistance for meetings whose sole or primary purpose is devoted to
enhance professional skills or knowledge which is directly applicable to the participant’s
position at the university.
Grants are up to $1,000 maximum and limited to two grants total per person, per fiscal
year (between Category I & Category II), not to exceed $1,000 (eligible funding for parttime managers are prorated consistent with status).
A. Deadlines for “Travel Assistance” Applications and/or Requests
Applications or requests for travel assistance should be submitted at least thirty (30) days
prior to travel commencement. Requests are processed in the order in which they are
received.
B. Format of Travel Assistance Grants
1. Explanation of the purpose of participation
a. Relationship to the delivery of service
b. Benefit to the University
c. Professional skill enhancement
2. University travel request form (copy)
a. Itemized costs
b. Approval signatures (immediate supervisor and cabinet level)
3. Indication of additional funding support (when appropriate)
------------------------------------------------------------------Send the completed proposal to the Chair of the Management Professional
Development Committee (MPDC) in care of the Office of Human Resources.
(INCOMPLETE PROPOSALS WILL NOT BE CONSIDERED AND WILL BE
RETURNED.)
If, for any reason, changes need to be made to an approved grant, those changes must be
approved by the MPDC prior to expenditures of any funds related to the altered grant.
If further assistance is necessary, please contact members of the Management
Professional Development Committee.
Rev 01/12/15
3
MANAGEMENT PROFESSIONAL DEVELOPMENT REQUEST
For Category I – Individual Study Grants
A. Applicant’s name and department
EMPLOYEE NAME
DEPARTMENT
SEMESTER (PLEASE CHECK ONE)
FALL
SPRING
SUMMER 1
SUMMER 2
WINTER
____________________
REGISTRATION FEES
PAYMENT NOT TO EXCEED $1,000 (Limited to TWO grants total per person, per fiscal
year between Category I & Category II not to exceed $1,000)
TUITION FEES
$
B. Title of course and name of institution or sponsoring organization
COURSE TITLE
INSTITUTION OR SPONSORING ORGANIZATION NAME
COURSE TITLE
INSTITUTION OR SPONSORING ORGANIZATION NAME
C. Dates of course
TRAINING/COURSE START DATE
TRAINING/COURSE END DATE
D-1. Description of course
1-1. COMMENT ON BENEFIT TO THE UNIVERSITY (PLEASE DESCRIBE)
1-2. IMPROVEMENT ON THE DELIVERY OF SERVICE (PLEASE DESCRIBE)
EMPLOYEE NAME
DEPARTMENT
SEMESTER (PLEASE CHECK ONE)
FALL
SPRING
SUMMER 1
SUMMER 2
WINTER
____________________
REGISTRATION FEES
PAYMENT NOT TO EXCEED $1,000 (Limited to TWO grants total per person, per fiscal
year between Category I & Category II not to exceed $1,000)
TUITION FEES
$
1-3. PROFESSIONAL SKILL ENHANCEMENT (PLEASE DESCRIBE)
D-2. Attach brochure/course outline and application copy (if applicable)
E. Attach University check requisition form
1.
2.
3.
4.
Itemized cost statement
Original receipt if prepaid
Registration materials
Approval of immediate supervisor and appropriate cabinet level supervisor
I HEREBY CERTIFY THAT I WILL ATTEND THE FULL PROGRAM
OUTLINED ABOVE.
____________________________________
EMPLOYEE SIGNATURE
_____________
DATE
____________________________________
SUPERVISOR SIGNATURE
_____________
DATE
____________________________________
DIVISION SIGNATURE
_____________
DATE
____________________________________
HUMAN RESOURCES SIGNATURE
_____________
DATE
A C C O U N T I N G
FUND
D I S T R I B U T I O N
COST CENTER / WBS
GLA
AMOUNT
PLEASE CONTINUE ON NEXT PAGE IF THIS REQEUST IS FOR GRADUATE COURSE 
EMPLOYEE NAME
DEPARTMENT
SEMESTER (PLEASE CHECK ONE)
FALL
SPRING
SUMMER 1
SUMMER 2
WINTER
____________________
REGISTRATION FEES
PAYMENT NOT TO EXCEED $1,000 (Limited to TWO grants total per person, per fiscal
year between Category I & Category II not to exceed $1,000)
TUITION FEES
$
If graduate level courses are being taken unde r this educational a ssistance program b y employees of the university, the value of the e ducational
assistance may or may not be taxable to the employee, depending on the nature of the courses taken. Graduate level courses are non-taxable if they
are job-related according to IRS definition up to the annual maximum as defined by the IRS. Failure to complete this section in full will result in the
classes being treated as non -job related and will be taxable. With respect to the listed graduate level courses taken b y employees under this program,
the supervisor or department head must complete the following questions and approve Section III in order to be acceptable as job-related courses:
Course Title 1:
Course Description 1:
Course Title 2:
Course Description 2:
1. Are these courses required by the university, or by law or regulation, to keep the employee’s current salary,
status or job?
Yes
No
2. Do these courses maintain or improve skills required in the employee’s present work?
Yes
No
3. Are these courses required in order to meet the minimum educational requirements to qualify the employee
in his/her work or business?
Yes
No
4. Are these courses part of a program of study that will lead to qualifying the employee in a new trade or
business?
Yes
No
Courses meet the IRS definition of job-related if the answer to either questions 1 or 2 is yes and the answers to questions 3 and 4 are both
no. Below, provide any additional information about the employee’s job, and how the course relates to his/her work. If the education
provides the employee in the new profession, trade or business, it is taxable even if they do not intend to enter that trade or business.
I CERTIFY THAT THIS FORM IS COMPLETED ACCURATELY AND THE COURSE IS JOB-RELATED.
____________________________________
SUPERVISOR SIGNATURE
_____________
DATE
____________________________________
DIRECTOR SIGNATURE
_____________
DATE
 ReturntoKutztownUniversity’sHumanResourcesDepartmentattheKempBuilding
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