UNEMPLOYMENT 101 - THE TRUE BASICS

Montana Schools Unemployment Insurance Program

Theresia LeSueur, Director (406)457-4407

Lisa Gowen, UI Technician (406)495-2342

863 Great Northern Blvd #301, Helena, MT 59601

SO, YOU’RE NEW

Don’t worry, we are here to help!

Montana Schools Unemployment Insurance Program

Theresia LeSueur, Director (406) 457-4407 tlesueur@mtsba.org

Lisa Gowen, UI Technician (406) 495-2342 lgowen@mtsba.org

863 Great Northern Blvd #301, Helena, MT 59601

FAX: 406-442-2194

PRESENTATION HIGHLIGHTS Acronym has changed from MSUIP to MTSUIP

• Our New Logo!! • ~ representing member growth and district

savings ~

Coverage Options – MTSUIP vs. State

Payroll Reporting – Quarterlies

Base Period

Claims Process

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UI COVERAGE OPTIONS

State of Montana Large mixed group businesses covered

MTSUIP School specific program – pooled insurance

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WHAT IS MTSUIP?

The Montana Schools Unemployment Insurance Program was started in 1994 to collectively save money for Montana school districts. We are not state employees. We work between the State of Montana and

the member school district. We do not make any decisions regarding

eligibility, but we can represent the district in the appeals process if the district disagrees with the State’s eligibility determination.

We serve to protect your best interest!!

BENEFITS OF MEMBERSHIP

Receive better rates by pooling statewide school district accounts

Pre-loss legal assistance Assistance in filling out claim forms Hearing Representation Montana Education Law Reporter (MELR) Free training opportunities Excess Contribution Refund

Personal relationship with our staff members –

Theresia LeSueur and myself

MONTANA EDUCATION LAW REPORTER

24/7 ONLINE MEMBER RESOURCE

The MELR is published by MTSBA but is a sponsored product available only to MSUIP members. You must access the MELR by going to www.mtsba.org all forms can be found in the “community group library”

UNEMPLOYMENT LIABILITY MTSUIP Members’ are insured as “Experienced”

employer rates A district does not pay on individual claims that are filled –

claims are covered by premiums paid Premiums are based on past claim performance – managing

claims keep premium rates lower UI liability exists on employee wages earned in the

past 18 months – Base Wage Period (wages earned in the first four of the last five quarters)

Maximum Weekly Benefit: $487 up from $471 Minimum Weekly Benefit: $139 up from $134 These increases will take effect 7/5/15

Maximum Liability Per Employee = 26 weeks paid benefits ($13,636) http://uid.dli.mt.gov/uid/estimator.asp

STANDARD BASE PERIODBase Period Lag

QuarterClaim Filed Here

OctNovDec

JanFebMar

AprMayJun

JulAugSep

OctNovDec

JanFebMar

JanFebMar

AprMayJun

JulyAugSep

OctNovDec

JanFebMar

AprMayJun

AprMayJun

JulAugSep

OctNovDec

JanFebMar

AprMayJun

JulAugSep

JulAugSep

OctNovDec

JanFebMar

AprMayJun

JulAugSep

OctNovDec

The first four of the last five completed calendar quarters. 10

QUARTERLY REPORTING

Timely reporting is important – due by the 15th of the month (Jan, April, July, October)

Full Social Security Numbers are required

ACH – optional automated payment

Online reporting is the most accurate method; go to www.mtsuip.org (there is no longer a link to us on the MTSBA website)

ANNUAL RATE NOTICE

QUARTERLY REPORT FORM

Number of Covered Workers:1st month = 102nd month = 123rd month = 9TOTAL = 13 (total number of employees who were paid during the quarter)

www.mtsuip.org No need to login

Note: This is a new website that is under construction

and the look/content will change, however, the “Quarterly Reporting”

button will remain the same

www.mtsuip.org

Most often districts receive UI claims from:

Substitutes Coaches

Bus Drivers

However, ANY school district employee can apply

UNEMPLOYMENT CLAIMS

CLAIMS PROCESS

How an employee files a claim Triggering event Call DOLI or file online

Initial Claim (8 business days) DOLI review/request information

Determination (8 business days)

Redetermination (8 business days)

Appeal (10 business days) Board of Labor Appeals (BOLA)

(30 business days) District Court

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REVIEW/REQUEST INFORMATIONWHEN A CLAIM IS FILED

The State of Montana will send out paperwork with information provided by the claimant and ask that you as the employer verify the information.

Typically, there are up to five documents you could receive on each claim.

You have eight days to complete the request.

Here’s how it works: The State will mail the request to the MTSUIP office, we will email it to you, you will return it to us, and we will return it to the State. Please do not correspond directly with the State and they should not be corresponding directly with you.

WHY PUSH THE PAPERWORK THROUGH MTSUIP YOU ASK?

When we receive any paperwork from the State of Montana, we electronically scan and file all documentation on each case. If the district should ever need to appeal an eligibility decision, MTSUIP already maintains the case file.

We are often asked to provide the State clarification on an individual employee with information provided by the district. Unemployment regulations are very different for a school district employee compared to all other employees and MTSUIP staff can provide the expertise between the two groups.

THE PAPERWORK

When a claim is filed, you will typically receive a Claim Filing Notice first

This form is

computer

generated and is

always blank

Mark this if you anticipate they will return next year – it is not a guarantee of

employment

2ND – SCHOOL EMPLOYMENT FACT FINDING REPORT

3RD – SEPARATION INFORMATION

4TH – 8WK FORM

Information can

result in benefits

not being

charged to the

district

5TH - DETERMINATION

MISCELLANEOUS CLAIM FACTS A determination is made on each “issue” of a claim

date claim filed reason for separation from LAST employer (or within

past six weeks) monetary eligibility dates of employmentRarely will two employees have the exact same issues . . .

One Year Duration

Still Working

3 A’s24

DETAILS / DOCUMENTATION

Did the claimant give a specific reason for resigning

(i.e. domestic obligation, moving, returning to school?)

Was continuing work available if the claimant had not quit?

Did the employee refuse any work? If so, list the dates and reasons given (if you use an

automated system attach the report)

Were there any changes to his/her job duties, pay,

hours, etc? If so, explain the changes and attach the contract or payroll

records.

If the position was temporary, did he/she

request a leave of absence? If so, explain.

Was a written resignation

provided by the claimant? If so,

attach.

RESPONDING TO CLAIMS IN THEMOST EFFECTIVE MANNER

Non-renewal of a non-tenured

teacher without cause.

CHARGING NOTICES

CLAIMS PAID 14-15 0999999 YOUR SCHOOL NAME

NAME SSN BYBPOT CHG JULY AUG SEPT OCT NOV DEC JAN FEB MAR APR MAY JUNE BALANCE BYE

John-Boy Walton 123-45-6789 6/15/2014 653.96 81.75 572.21 6/13/2015

Mary Ellen Walton 234-56-7891 6/16/2013 19.67 11.24                       8.43 6/14/2014

Mary Ellen Walton 234-56-7891 6/15/2014 900.00 200.00 700.00 6/13/2015

Erin Walton456-78-9123 5/25/2014 197.37 17.13 180.24 5/23/2015

Benjamin Walton 789-12-3456 6/15/2014 138.92 5.79 133.13 6/13/2015

TOTALS1,009.92 11.24 200.00 104.67 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 894.01

Quarter Total 115.91 0.00 0.00 0.00

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UI PROCESS-CONTACT DATA

MTSUIP – Theresia LeSueur863 Great Northern Blvd. Ste 301, Helena MT 59601406-457-4407406-442-2194 (fax)406-431-5953 celltlesueur@mtsba.org

DOLI Helena Phone CenterPO Box 8020, Helena MT 59604406-444-2545

DOLI Billings Phone CenterPO Box 30697, Billings MT 59107406-247-1000

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If not a MTSUIP member

THANKS FOR LEARNING!

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