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CCSF MEA Management Training Program

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The MEA memorandum of understanding that covers most managers in the City and County of San Francisco contains a Management Training Fund provision which provides for funding of $200,000 annually that can be applied towards a wide range of training opportunities and other tools for the professional development of MEA represented managers.

MEA represented managers at the Courts and Housing Authority should look to those agreements for management training guidelines.

There are three distinct elements to the MEA Management Training Fund and each MEA represented manager in the City has a choice to use each or a combination thereof subject to the guidelines noted herein.  The contractual individual maximum of $2000 per person per fiscal year will be applied to all of the MEA Management Training Fund elements.

1. Individual Training and Coaching by Choice

City managers represented by MEA may select training offered by schools or associations that is relevant to their professional development or seek out specialized training or executive coaching to enhance their management skills. Courses, seminars and multi-meeting series are usually found through membership in various professional societies or the catalogues of local universities. 

When you want to attend a course or seminar to enhance your skills or obtain or maintain a professional license it is always recommended that you request advance approval to be guaranteed reimbursement of your fees and expenses.  That is especially important for requests pertaining to specialized services such as executive coaching. 

Simply fill out the MEA Training Application Form and submit to: 

Raquel Silva
Municipal Executives' Assn.
870 Market St., Rm. 460
San Francisco, CA 94102-3011
(415) 989-7244 
Fax: (415) 989-7077

Enclose with your application a copy of the course announcement showing the dates and cost.  In cases of executive coaching, you should include materials on the particular service provider as well as the cost information. Upon a positive review, you will receive an approval letter, a claim form and instructions.

After you have paid for and concluded your training, you should follow the instructions sent with your approval letter to receive reimbursement. This training is open to all represented managers and may be used multiple times within a year up to a cap of $2000 per person per fiscal year. Full payment up to the cap is made for registration or tuition costs. 50% of costs incurred for reasonable and necessary travel and lodging for approved training may be reimbursed up to a cap of $1000 which is applied towards the $2000 fiscal year allotment.  Specific information as to these costs can be found by reviewing the  Memo From City Controller re: Travel & Accommodation costs.

 

2. MEA Management Training Fund Equipment Program

 

City managers represented by MEA are also allowed access to the training fund to purchase laptops or PDA’s that, while owned by the individual employee, can also be used for City business. This benefit requires that you submit an Equipment Application Form (SFMTA Application Form) and receive advance approval from MEA to ensure reimbursement.

Program Overview and FAQ       

Equipment Program Protocol:

        Beginning July 1 of each fiscal year, MEA will accept completed applications for an equipment purchases.  Those applications are available online or by contacting the MEA office.

        MEA will issue an “ok to buy” letter to you upon receipt and review of the application.

        You must make your purchase and submit proof of purchase to the MEA office within sixty (60) days of the date on the “ok to buy” letter to receive reimbursement. 

        The last business day in May, or the point at which MEA processes the number of applications supported by that fiscal year’s allocation, will be the cut-off date for MEA to issue an “ok to buy” letters.

        A single device and $1,000 reimbursement limit will be applied to all requests.

        Approval of a request to be reimbursed for a second piece of equipment in a subsequent fiscal year is subject to whether MEA determines there is a sufficient amount remaining in the fund on the seventh month of the fiscal year to fund these purchases.

        Equipment must be fully compatible with departmental programs and hardware as confirmed by your IT department.

        The use of the equipment must be work-related.

        The close of business on the last business day in June will be the cut-off date for equipment reimbursement requests to be submitted to and processed by MEA for that fiscal year.

        The equipment belongs to you; therefore all expenses and issues associated with the equipment (e.g. extended warranties, accessories, repairs, maintenance, installation, upgrades and monthly charges) are your sole responsibility.

 

First priority will be given to represented employees who do not already have a laptop computer or PDA provided by the City. You will be reimbursed up to a cap of $1000 which will be applied towards the $2000 individual yearly maximum. 

3. Institute for Management Studies (IMS)

MEA is a member of the Institute for Management Studies (IMS) and, therefore, the monthly seminars sponsored by this organization are open to MEA managers and funded out of the MEA Training Fund. Major employers in the San Francisco area make IMS a part of their staff development programs and City employees join their counterparts from well-known private firms at these courses. The program guide for the year is posted on the MEA webpage. Topics are management oriented and the presenters are notable professionals in their fields known for their expertise, skill, and ability to provide information that is relevant to the daily work needs of managers.

Those who wish to reserve a spot for an IMS lecture should call or email our office, note the date and title of the presentation they wish to attend and provide their name, telephone number and personal email. IMS will then provide confirmation of the reservation.  $325.00 will be applied towards the $2,000 individual yearly maximum for each IMS seminar attended.  Most programs in 2009 will be offered at The Carnelian Room/Bankers Club ( 555 California Street ). 

IMS 2010 schedule

 DHR Memo Regarding Management Training and Department contact list (pdf 26k)

 

Should you have any questions about the selection process, please email MEA staff at: staff@sfmea.org

For more information on the MEA Training Fund, contact our office: (415) 989-7244