Tuition Reimbursement Assistance Program Policy and Procedure Updated October 29, 2009 The Tuition Assistance Program is designed to give employees the opportunity to increase their knowledge and skills through participation in educational programs. The program helps you contribute to the Medical Center by becoming more effective in your current assignments as well as by preparing you for promotional opportunities. Payments under this plan are intended to qualify as tax-free payments for Educational Assistance under Internal Revenue Code Section 127. Eligibility: You must have completed six months of continuous service at the start of the course(s) in order to be eligible. You must currently be employed at Beth Israel Deaconess Medical Center (BIDMC) in a benefits-eligible position in order to apply. You must be in good standing prior to the start of the class. You must remain employed and actively working (not on a leave of absence) at BIDMC in a benefits-eligible position throughout the duration of the course and reimbursement period in order to be reimbursed. You must be employed at the time of reimbursement. Medical staff, house staff, fellows, and employees in training status are not eligible for tuition reimbursement. This also includes Joint Appointees and Instructors. Application may be denied due to lack of funding, late submission, or incomplete application. Approval Conditions: You must apply at least TWO WEEKS before the start date of the course(s) (this includes reimbursement for Continuing Education Units (CEU) for employees in direct care positions and initial certifications/certification prep exams in nursing). In general, the course(s) you are taking must be given for credit at an accredited institution, and job-related (related to your current job, or preparing you for another job at BIDMC). Non-credit courses at least 20 hours in length may be eligible if they are for skills enhancement at your current position. Prep-courses for entrance exams and entrance exam fees do not qualify under tuition reimbursement. Tuition reimbursement applies to tuition costs only, and does not include registration fees, books, or other similar charges. Proof of tuition cost will be required for reimbursement. CEU’s for employees in direct care positions (see guidelines for CEU’s for eligibility) can be reimbursed for up to $250 (this includes coursework and exam fees). Does not apply to Registered Nurses. The cost of taking an exam without enrolling in courses is not covered. Please ask your manager if your exam costs could be covered by your Department’s Training & Development budget. Page 1 of 4 Approval Conditions: Up to $250 reimbursement for Initial Certifications and Certification prep exam fees for Registered Nurses. Reimbursement is part of total tuition reimbursement benefit during fiscal year. There is a Tuition Loan Program available through the Alpha Credit Union to all who qualify. BIDMC employees who are participating in BIDMC-run pipeline programs are eligible to have their tuition paid at the start of the semester. Paperwork and payments for these groups will be coordinated by BIDMC HR staff overseeing these programs and payments will be made directly to the educational institution. There are specific grade requirements that must be met in order to be considered for reimbursement. A “C” or better must be achieved for undergraduate courses. A “B” or better must be achieved for graduate courses. Release Time: It is expected that the majority of employees will be able to find coursework at times other than normal working hours. No compensatory time off is allowed to employees who attend courses at times other than their normal working hours. Reimbursement Schedule: Tuition reimbursement per calendar year (January - December) BENEFITS ELIGIBLE EMPLOYEES COURSES RELATED TO DIRECT PATIENT CARE After completing six months of continuous service at the Additional eligibility if taking course start of the course(s) related to direct patient care Full time employee (30-40 hours per Eligible for $1,500 Eligible for an additional $1,500 week) Part time employee (Less than 30 Eligible for $750 Eligible for an additional $750 hours, but at least 20 hours per week) The January following the fifth anniversary of your hire date Full time employee Part time employee Eligible for $2,250 Eligible for $1,125 Additional eligibility if taking course related to direct patient care Eligible for an additional $1,500 Eligible for an additional $750 Online submissions and forms must be submitted by the 25th of the month to be processed and paid the last Friday of every month. Checks will be issued directly from Benefit Strategies, LLC to your home address of record. Page 2 of 4 Continuing Education Units (CEU) for non RN Direct Care Employees Effective 1/1/09 BIDMC will reimburse up to $250, per calendar year, towards Continuing Education Units for employees in Direct Care Positions (excluding Registered Nurses*) including Pharmacist, Lab Employees, Radiology, Clinical Nutrition and Social Workers. CEUs must apply toward current position at BIDMC. Employee must be employed for 6 months and in good standing. CEU reimbursement is part of your total tuition reimbursement benefit during the fiscal year. Seminars that do not offer CEU credits will NOT be covered. Prep courses for license exams will be covered – if the license is required for your current job at BIDMC. BIDMC does not pay license fees. Human Resources has the final authority on what courses will be approved or not approved. As Human Resources has limited funds towards Tuition and CEU reimbursement each calendar year, Employees MUST apply at least two (2) weeks prior to the start of the course. o Benefits Strategies, our tuition reimbursement administrator, will accept applications two (2) weeks prior to start of the CEU course. o The electronic tuition reimbursement application link is found on the Benefits webpage (General Portal-Employee Resources-Human Resources-DepartmentsBenefits-Forms-Tuition Reimbursement). Their contact information is as follows: Benefit Strategies, LLC, PO Box 1300, Manchester, NH 03105-1300 Tel (888) 401-FLEX (3539)/Fax (603) 647-4668/ E-mail tuition@benstrat.com /Web www.benstrat.com When funds run out for current fiscal year, no request will be approved until the next fiscal year. * Registered Nurses must apply for CEU programs through the Continuing Education Reimbursement Application process, which can be found on the nursing portal under Nursing Education. Page 3 of 4 Benefit Strategies, LLC PO Box 1300 Manchester, NH 03105-1300 Tel (888) 401-FLEX (3539) Fax (603) 647-4668 E-mail claimsupport@benstrat.com Web www.benstrat.com Tuition Reimbursement Assistance Program Application and Reimbursement Instructions Prior to taking the course - Submit Application for Approval All applications must be submitted to the Benefit Strategies, LLC at least two (2) weeks prior to the start of the class. Obtain proof of tuition cost. Any of the following documentation is acceptable: Itemized statement of account from the Bursar’s office Receipt listing tuition separate from other fees Memo from Bursar or Registrar on school letterhead itemizing tuition and fees Complete your on-line Tuition Reimbursement Application with proof of tuition cost. Go to the General Portal – Human Resources – Departments & Contacts – Benefits – Forms – Tuition Reimbursement. Your application will automatically be emailed to your immediate supervisor for review and signature approval. Your application will be reviewed within 3 to 5 business days and you will receive an approval or denial by email notification. Upon completion of the course – Request Reimbursement Electronically submit your grade report and proof of payment to the Benefit Strategies, LLC within 30 days of completing your course via the BIDMC portal link. If reimbursement is for Initial Certification, you have 60 days to submit your grade. Online submissions and forms must be submitted by the 25th of the month to be processed and paid the last Friday of every month. Checks will be issued directly from Benefit Strategies, LLC to your home address of record. Grade requirement A grade of “C” or better must be achieved in order to be reimbursed for under-graduate courses. A grade of “B” or better must be achieved for graduate courses. General Information Employee eligible after Benefit Amount FT PT Benefit Amount Employees 5+ years FT PT 6 months $1,500 $750 $2,250 $1,125 Grade Requirements Initial Certification Costs Reimbursed “C” or better “B” or better for graduate classes $250 Additional Benefit for Direct Care Studies FT PT $1,500 $750 Page 4 of 4