Centralized Supplier Equipment Training · This Centralized Supplier Equipment Training Procedures Manual has been designed to document the streamlined ... • Deliver Centralization

Procedures Manual Rev. 6.1 (11/2/98)

Centralized SupplierEquipment Training

Rev. 6.1

TMG TrainingChandler, Arizona

REVISION CYCLE:Revisions document will be made at least quarterly or more often if necessary.

DISCLAIMER:This manual is being provided to Suppliers solely for the purpose of knowing Intel’s internal process.

Procedures Manual Rev. 6.1 (11/2/98) Page 22

Table of Contents

TABLE OF CONTENTS ............................................................................................................................ 2

DEFINITION OF ACRONYMS ................................................................................................................ 3

OVERVIEW................................................................................................................................................ 4

TSG’S ESCALATION PROCEDURE................................................................................................................. 6CC:MAIL PROTOCOL .................................................................................................................................... 7THINGS YOU SHOULD KNOW ABOUT THIS ACCOUNT ................................................................................... 8

TSG POLICIES & PROCEDURES........................................................................................................... 9

TRANSITIONING INTO THE CENTRALIZATION PROGRAM ............................................................................. 10HOW TO SUBMIT TRANSITION INFORMATION TO TSG ............................................................................... 11NEW SUPPLIER/EQUIPMENT PURCHASE PROCEDURES ................................................................................ 12SUPPLIER INFORMATION CHECKLIST .......................................................................................................... 13NEW, REVISED OR INACTIVATED COURSES................................................................................................ 16BLANKET PURCHASE ORDER INVOICING .................................................................................................... 17CREDIT SWAPPING POLICY ........................................................................................................................ 19FORECASTING............................................................................................................................................ 20TO ENROLL A STUDENT ............................................................................................................................ 21STUDENT ENROLLMENT CONFIRMATION LETTERS ...................................................................................... 22AUTOMATIC 31 DAY CANCELLATION POLICY ............................................................................................ 23SUPPLIER CLASS SESSION CANCELLATIONS................................................................................................ 24SCHEDULING INTEL SITE COURSES............................................................................................................. 25FREEZE WINDOW PROCEDURE (FOR A/T RAMP ONLY) ............................................................................... 27USING CUSTOM CMV COURSE CODES....................................................................................................... 30SAMPLE INTEL SITE FORM .......................................................................................................................... 31COURSE CLOSURE ..................................................................................................................................... 32COURSE CRITIQUES & STUDENT EVALUATIONS ......................................................................................... 33REPORT GENERATION/DISTRIBUTION ......................................................................................................... 34WEB PAGE ................................................................................................................................................ 35


Definition of Acronyms

Acronym Definition

BIS Butts In Seats

BPO Blanket Purchase Order

CCA Corporate Capital Acquisition

FET Fab Equipment Training

PAS Performance Against Schedule

SATS Sort/Assembly Test/Systems

SCS Strategic Capability segment

STC Site Training Coordinator

STFT Supplier Training Forecast Taskforce

TBD To Be Determined

TESS Training and Education Support System

TMG Technology Manufacturing Group

TMGT Technology Manufacturing Group Training

TSG Training Systems Group (a department within TMG)


Overview

Important*** Please discard any previous revisions of this manual. ***

Participating SuppliersAt the time of this writing, the following suppliers have been incorporated, or are scheduled for incorporation,into the Centralization Program.

FAB SUPPLIERSAG ASSOCIATES AMAT (Applied Materials)AUGUST TECHNOLOGIESBIO-RADEEJAELECTROGLASFUSIONGAARDGASONICSHITACHI AMERICAHITACHI INSTRUMENTSHITACHI NSEKARL SUSSKENSINGTONKLA/TENCORKOKUSAILRC (Lam Research Corporation)MRCNIKONNOVELLUSON-TRAKPOLYFLOW PRIQC OPTICSRECIFRYBURNSCP GLOBAL TECH.SVG-L SVG-TTELTHERMAWAVEVARIANVERTEQ WESTECHWJ (Watkins Johnson)


A/T SUPPLIERSAB LASERSALPHASEMAMTI (formerly known as Zeva Tech)ASYMTEKBTUCENCORPDEKDELTA DESIGNDISCODYNAPACEEATONELECTROVERTFUJIGE FANUCGEM CITYGTEHP (Hewlett-Packard)K&S (Kulicke & Soffa)LTXLUMONICSNITTO/DANKO (RECIF)RACALRVSISCHLUMBERGERSLIMKICSMARTSONICSONIXSRT (Sierra Research & Technology, Inc.)STOELTINGTERADYNETIROSVANGUARDVIEW ENGINEERING

Important:At no time will any training credits or payment funds be released by TSG to the supplier, at the time ofinvoicing, if class arrangements were made outside the process outlined in this manual.


TSG’s Escalation Procedure

Do the following when working issues with Suppliers:

Step Action

1 Work with supplier to attempt to resolve issue.

2 Work with all Site Training Coordinators (STC’s) to attempt toresolve issue.

3 Request assistance from Product Owner (PO).

4 Product Owner will work with supplier to attempt to resolve issue,involving Corporate Capital Acquisition (CCA) if necessary.


cc:Mail Protocol

BackgroundThe TMGT, Supplier Training cc:Mail account has been set up for use by STC’s and TSG ONLY. Thisaccount is NOT to be used by suppliers.

When to UseThe account is to be used for all cc:Mail communication relating to Supplier Training - centralized or not(examples: enrollments, cancellations, course code questions, schedule changes, Intel site requests, trainingcredit info). Supplier training requests should be processed through this cc:Mail account.

InstructionsThere are some simple rules to follow when using this cc:Mail account:

Item Rule

1 Each cc:Mail message you send is to be supplier specific -- requestsrelating to only one supplier. In other words, one cc:Mail askingabout Nikon enrollment AND Hitachi class schedule would be anexample of a violation of Rule #1.

2 The subject line of your message needs to include specificinformation, and must be in the following format:

SITE, SUPPLIER NAME (if applicable), FIXED TOPIC

3 Common fixed topics include:

enrollment, cancellation, Intel site form, course code,material request, schedule, and WEB request

4 Samples of what a subject line should look like:

FAB12, NIKON, ENROLLMENT

IQ, SCP, CANCELLATION

FAB18, SVGL, COURSE CODE REQUEST

A/T, SCHLUMBERGER, SCHEDULE REQUEST

F11, WEB REQUEST

FAB9, SCP, INTEL SITE FORM


Things You Should Know About This Account

Response TimeAll TSG training coordinators have access to this cc:Mail account so you no longer have to copy several people.This account will be monitored constantly during TMGT normal business hours. Trust that your requests willbe given prompt attention.

Account MonitoringYour cc:Mail message will be attended to by the appropriate TSG training coordinator

Avoiding DelaysPlease do not send initial requests to individual TSG training coordinators. If that TSG individual is out of theoffice there would be a risk of a longer delay in response or missing your request because their personal cc:Mailaccount would not be monitored. Any supplier training related cc:Mails submitted to TSG trainingcoordinator’s individual cc:Mail accounts will be returned to the originator with a request to resubmit to theTMGT, Supplier Training cc:Mail account.

ImportantAny electronic messages sent to this account by a supplier will be returned to the sender. This account is to beused by STC’s and TSG only.


TSG Policies & Procedures

Overview

IntroductionThis Centralized Supplier Equipment Training Procedures Manual has been designed to document the streamlinedprocedures that are used in the management of all Supplier Equipment Training for Intel worldwide. This manualcontains standardized procedures for handling all customer requests ensuring consistency and high-quality service.

The purpose of this manual is to serve as a tool to guide new TMGT Training Coordinators, Intel Site TrainingCoordinators, and Suppliers worldwide supplier equipment training requirements. Each chapter is dedicated to a singular task and explainsprocedures on enrollments, cancellations, session building, correspondence, and file maintenance.

Roles:The role of a TMGT training coordinator is to be the liaison between the suppliers and the site training coordinators.The TMGT training coordinator will be the Single Point of Contact (SPOC) for all enrollments, cancellations and issuesreceived from the supplier or site training coordinators.

Next revision to include role definitions for STC’s and suppliers.


Transitioning Into The Centralization Program

Transition GuidelinesThe following guidelines will be followed when transitioning new suppliers into the Centralization Program:

Guideline Description

1 TSG and all sites will identify next set of suppliers one quarter inadvance.

2 TSG will determine transition dates for each supplier.

3 TSG will begin transition prework no less than 4 weeks prior totransition due date. Transition prework includes:

• Supplier Information Checklist to be completed

• Historical BIS Report to be generated

• Historical $$ Spent and Forecast $$ Report to be generated

• Current Credit Report to be obtained from supplier

• TSG will request STC background info on supplier

• Begin Blanket Purchase Order (BPO) Paperwork

• Obtain copy of Corporate Contract from Purchasing Department

• Deliver Centralization Presentation to supplier

4 TSG will document and communicate to STC’s Supplier Transitiontimeline.

5 STC’s will submit transition information by designated due dates.

6 TSG to begin implementation:

• Begin data entry (new sessions, cancel and rebuild AZ,enrolling, etc.) for all sites.

7 TSG will send via cc:Mail to STC’s an announcement of “Up andRunning for xxx supplier.”

Transition FormatAn Excel spreadsheet file will be provided to STC’s and is the format to be used by each STC to pass down allknown current and future booked business with each supplier to be transitioned into the CentralizationProgram. The template includes a few SAMPLE LINES so the STC’s can see what the data should look like ineach field. STC’s will remove the sample data and enter the real data. One line of data is needed for eachexisting reserved seat.

Due DatesTransition information must be completed by STC’s and submitted to TSG on the predetermined due dates. Ifa site does not have any existing business with a particular supplier, each STC must still respond by the duedate with a cc:Mail message letting TSG know that there is no existing booked business for the respective sitewith that particular supplier. This will ensure 100% compliance and will eliminate any guesswork on TSG'spart.

ExpectationsSTC’s will validate their transition data with the respective supplier prior to submittal to TSG. If errors orincorrect information is presented to TSG, TSG will return the data to the owning STC for correction.Beginning on the transition due date (which is also the FREEZE date - 10 days that no activity occurs with thesupplier in order to transition information into the Centralized Program, the STC’s will discontinue any directcontact with the supplier.


How To Submit Transition Information To TSG

Transition InformationTransition information is to be submitted via cc:Mail to:

TMGT, Supplier Training

Subject HeaderSubject Header = SITExx, SUPPLIER NAME, TRANSITION INFO

ImportantA separate cc:Mail message is to be sent for each supplier - only one supplier per spreadsheet.

What Are The Next Steps?The due date for transition info is also the start of the FREEZE for that particular supplier. The freeze will lastfor a period of approximately 10 days (which will be communicated by TSG to STC’s along with the transitiondue dates). During those 10 days TSG will implement the centralization process. TSG will send out a cc:Mailmessage stating "Centralization is Up and Running for Supplier xx" as soon as the transition of data iscompleted.

Freeze TimesIf, during the FREEZE time, an STC has a CRUCIAL need to enroll/cancel/make changes of any kind with theparticular supplier, STC will send an URGENT cc:Mail message to the TMGT, Supplier Training cc:Mailaccount and TSG will process that request. If necessary, STC may escalate the urgency of the request to theProgram Manager.


New Supplier/Equipment Purchase Procedures

The ProcessThe following process is used when dealing with new suppliers or new equipment purchases:

Step Action

1 SATS and FET will partner with CCA at SCS (strategic capabilitysegment) involvement to ensure that training requirements areconsidered and accommodated:

• seat capacity

• adequate credits (and common definition of credits)

• credit expiration policy

• supplier communication expectations

• supplier reporting requirements

2 TSG will post new credit balance information to the SupplierTraining Credit Report to be posted on the WEB which can be foundat:http://tmgt.intel.com/TSG/CustomerServices/training.htm.

3 TSG will actively participate in SATS and FET meetings to ensurecommunication of efforts continues.

4 TSG will maintain a database of supplier information to include dataon the following Attachment A, Supplier Information Checklist.


Supplier Information Checklist

Who, What & WherePlease provide the following information:

Item Information

Company Name

Street Address

City, State, Zip

Equipment Type

Other Training Locations

Required Course InformationPlease provide the following information:

Item üü

Provide a list of all courses available for each tool

Provide a list of all courses which Intel students have enrolled in thepast

Course Descriptions

Course Objectives

Prerequisites

Target Audience

Min/Max Enrollment

Cost of Course

Location of Training Delivery

Address of Training Location(s)

Class schedules

How often are schedules generated? 3 6 12 (months)

Class start and end times / shifts

Sample confirmation letter

Student enrollment form

Supplier cancellation policy (i.e. time frames, # of days)


Credit InformationPlease answer the following questions:

Question Answer

Do you offer credits?

A credit equals what?

Do you currently have any negative credit balances withany sites?

For courses that you provide are credits applicable? (If yes,how may credits are needed for each class)?

If credits are not applicable, or if credit balances are equalto zero, what is the tuition price for each class?

Credit Expiration Dates?

Your Credit expiration policy:

What is the format and frequency of credit balance reportsby factory?

Key ContactsPlease provide the following key contacts:

Enrollment Contact Information

Enrollment Contact

Enrollment Phone

Enrollment Fax

Enrollment Internet Address

Credit Contact Information

Credit Report Contact

Credit Report Phone

Credit Report Fax

Credit Report Internet Address

Billing Contact Information

Billing Contact

Billing Phone

Billing Fax

Billing Internet

Training Manager Contact Information

Training Manager

Training Manager Phone

Training Manager Fax

Training Manager Internet Address


Other Important InformationOther information that should be included:

Item Additional Information

Local Area Map

Local Hotel Recommendations(Addresses and Phones)

Nearest Airport

Validation of students attendancewithin one day? (No Show)

Do you have a certain format of howyou as a Supplier would inform TSGof inactivations/ revisions ofcourses?

Explain and gain buy in forenrollment verification after classcompletion; Monthly Report

Do you have a written policy relativeto TBD seats?

Please use space provided or send samples or additional sheets if needed.

Thank you for your time in helping us keep your file current.


New, Revised Or Inactivated Courses

The ProcessThe following items will be done when working with new, revised, or inactivated courses:

Step Action

1 Supplier is responsible to notify TSG of inactivations / revisions tocourses.

• Supplier will send to TSG all pertinent information

• TSG will update appropriate WEB page with supplier logistics

2 At time of notification, TSG will obtain logistical information fromSupplier (using format of Intel University course contract).

4 TMGT Product Owner will validate gathered information andadditionally collect or validate:

• course content / quality / capacity

• certification levels

• compliance to purchase contract requirements

5 TMGT Product Owner and TSG will jointly create or update:

• confirmed course description, target audience, prerequisites,objectives, etc. for TESS update

• IU course contract

6 TSG will submit course contract to IU for course code.

7 IU will issue course code and send cc:Mail announcement to TSG


Blanket Purchase Order Invoicing

The ProcessUse the following process when generating blanket purchase order invoices:

Step Action

1 When a new supplier has been identified as a candidate forcentralization, TSG will research historical data and forecastinformation in order to determine an appropriate dollar amount toassign to a newly generated Blanket Purchase Order (BPO).

2 TSG will:

• obtain appropriate approval signatures on individual purchaserequisition

• forward signed purchase requisition to Finance

3 Finance will forward purchase requisition to PurchasingDepartment.

4 Within 15 days of receipt of paperwork from Finance, Purchasingwill:

• generate BPO• provide TSG with a hard copy of the BPO

5 Supplier will generate and submit to TSG a Monthly Activity Reportto include:

• class name• class date• student name• student’s site• student status (i.e., incomplete, no-show, etc.)• tuition amount or credits being used for that student• and a total due for all students for the one month of training

Note: This Monthly Activity Report must be submitted to TSG priorto submittal of that month’s invoice.

6 TSG will validate the information in the Monthly Activity Reportwith TSG records to include validation of student attendance andcompletion,

• if there are discrepancies, TSG will notify supplier. Supplierand TSG will work to resolution.

• if there are no discrepancies, TSG will submit to PurchasingDepartment a request for release of funds - PurchasingDepartment will provide TSG with a release number - TSG willrelay that release number to supplier.

7 Supplier will invoice against the BPO on a monthly basis; i.e., oneinvoice for a full month’s activity. Invoice will provide:

• class name and date• student name• tuition amount for that student• and a total due for all students for the one month of training

8 Important! Supplier must include the release number on the originalinvoice and submit directly to Intel Accounts Payable for payment inthe normal process.

Intel CorporationP.O. Box 1000Hillsboro, OR 97123-1000

9 If no release number is included on the invoice, Intel’s Accounts


Payable Department will return the unpaid invoice to the Supplier.


Credit Swapping Policy

The ProcessFor credits listed on the TSG web page that are within 90 days of expiration, the following policy applies:

Step Action1 It is the responsibility of the STC to initiate the credit sharing

process. Specifically, if a STC wants to register a student with asupplier with which they have no credits, the STC can see what otherFACTORIES have credits that may expire (via web):http://tmgt.intel.com/TSG/CustomerServices/training.htm

2 STC’s who wants to use the credits contacts the STC from theFACTORY who currently owns the credits.

3 If owner STC does not have students registered in sessions withinthe next 90 days, and the credits will indeed expire, then the STCcan register a student using the credits

4 Requesting STC sends Enrollment/TBD Replacement form to TSGwith a note in the comments section, stating:“FACTORY X originally owned (# to be used) credits with(Supplier). They are scheduled to expire on: 00/00/97 (within 90days). FACTORY X’s STC, (name), has confirmed they will not usethe credits before they expire and has agreed to allow my FACTORYto use the credits”For example:FAB7 originally owned 4 credits with AMAT. They are scheduledto expire on: 7/15/97 (within 90 days). Fab 7 STC, has confirmedthey will not use the credits before they expire and has agreed toallow my FACTORY to use the credits. (Copy site you are swappingwith.)

5 TSG will only process the swap if the above verbiage is included inthe Comments section of the registration form.

6 TSG will track instances of credit sharing. (Not being tracked)7 TSG will communicate details to the supplier.8 TSG will report out to factories, quarterly, with a summary of credit

sharing. (Not being tracked)


Forecasting

Forecast TaskforceThe Supplier Training Forecast Taskforce (STFT) is currently comprised of one representative from eachfactory. These representatives are accountable to provide forecast requirements for their respective factory toTSG on a bi-yearly basis (2 times a year).

Forecast Due to TSG Quarters CoveredApril 1 Q3 - Q2October 1 Q1-Q4

Sample TemplateSTFT representatives to submit forecasts for training by two (2) categories: training at Supplier site and Intelsite. The Web tool, only active during forecast cycles, can be found at http://tmgt.intel.com/TSG/index.htm.The course information on the Web tool is pulled from active course information in TESS.

Forecasting for the Q1’99 - Q4’99 forecasting cycle was done via the new Web tool. Since this was the firsttime using this tool, IMS will be enhancing/tweaking it based upon feedback from the users. A sample of thetemplate is not available at this time due to the tool being turned off on the Web.

Sample Summary DocumentTSG will post a roll-up of forecast information on the Web at http://tmgt.intel.com/TSG/tsg.htm. Below is asample of that format.

Supplier Name Course Title Code Q199 Total Q299 Total Q399 Total Q499 Total

AB LASERS AB LASERS, STAR MARK L3 008207 4 0 0 0

AB LASERS Total 4 0 0 0AG ASSOC AG ASSOC, 8108 OVERVIEW 005315 2 0 0 0

AG ASSOC AG ASSOC, 8108 TS 006834 4 1 0 1

AG ASSOC AG ASSOC, ADV WFR HND + ROBOT 005900 0 0 1 0

AG ASSOC AG ASSOC, ATC 1 005888 0 2 0 0

AG ASSOC Total 6 3 1 1AMAT AMAT 5000 SKILLS PRACT L2 007007 0 2 0 0

AMAT AMAT, 5000 CVD ADV CALB 003252 5 4 11 9

AMAT AMAT, 5000 CVD ADV PRV/CR MN 003251 6 7 13 4

TMGT Product Owners will share the yearly forecast numbers with their respective suppliers.

DisclaimerThese forecast numbers are in no way a commitment that Intel will in utilize the indicated number of seats;however, suppliers may wish to use this tool for planning capacity, scheduling, etc.

Expanding CoverageThe list of suppliers to be included in this template and requiring forecast information will continue to grow asTSG’s Centralization Program expands supplier coverage. Note: STFT will continue to focus analysis andcapacity management on the Top Tier I Tools.

Booking Factory Specific SeatsUpon receipt of the forecast rollup and supplier training schedules, TSG will begin reserving seats for trainingat supplier sites for the first 2 quarters of the forecast cycle covered; reserved seats will reflected in theTBD/Future Enrollment Report. This applies to all factories except Fab 9 as they do not wish to book any TBDseats. Progress will be reported in the PAS file located on the Web.

TSG will NOT schedule classes for Intel site training. Normal scheduling procedures should be followed forscheduling and confirming Intel site classes.


To Enroll A Student

For STC’s

http://tmgt.intel.com/TSG/CustomerServices/index.htmuser name: supplier_reportspassword: suppliers

Student Enrollment FormsSubmittal of Student Enrollment Form by STC’s to TSG will be considered verification of appropriate factoryapprovals and student meeting prerequisites.

The forms are very user-friendly. Use the TAB key to move to the next field on the form and Shift-TAB tomove to the previous field. You can also point and click with your mouse to move to different fields. You canalso use the “drop down” menus to choose “training coordinator name,” “home site” and “supplier name”options.

ImportantSTC must include start date choice with an optional second date or verbiage “next available” on eachenrollment request. The request will be returned if a start date is not specified.

Submitting a Completed FormUse the following procedure to submit a completed form:

Step Action1 When you are finished typing data on a form, click the Submit

button at the bottom of the page. This will send the form both to theTMGT, Supplier Training cc:Mail account and to your own cc:Mailaccount. Keep in mind it can take a few hours to receive thesemessages, depending on how much web server and cc:Mail trafficthere is on the network.

2 If you accidentally forget to fill out a required field, you will get anerror message that tells you specifically what value/field is missingwhen you click the Submit button. Once all required fields arecomplete you will be able to submit the form.

3 As soon as you click the Submit button you will see a confirmationpage on your screen. We suggest printing this confirmation pageand keeping it until you receive the cc:Mail message as a receipt ofthe form. Please note this page does NOT serve as or replace youractual confirmation letter; TSG will continue to send confirmationletters.

For More InformationIf you have any questions about how to use these forms, please send your question into the TMGT, SupplierTraining cc:Mail account and it will be directed to the appropriate person. Please do not contact the TSGtraining coordinators with questions about the way these forms work. Please send any reports of problems tothe TMGT, Supplier Training cc:Mail account marked Urgent.

TSG/Supplier Will: Upon receipt of an enrollment request from STC’s, TSG/Supplier will:

Step Action1 Verify seat availability with supplier. If seat is not available, TC will

respond via cc:Mail to STC.2 Submit student enrollment information to supplier.3 Obtain verification from supplier.


Student Enrollment Confirmation Letters

Confirmation LettersTSG will send confirmation letter to STC’s (and student’s supervisor if that direction was given on theenrollment request).

Sample Confirmation LetterThis is a sample confirmation letter; actual confirmation letters will vary due to supplier specific detailedinformation.

Today's Date: 6/1/98

Training Coordinator: Susan Heller

Student Name: Thi L. Wang Student WWID: 10062727

Class Name: KOKUSAI, VERTRON III PHASE 2 Course Code: CMV 005669

Class Start Date: 6/15/98 Class End Date: 6/26/98 Class Start Time: 0800 Class End Time: 1700

Class Location: Week 1 Training Room 2, INTEL CH10 BUILDING Week 2 IMEL Room, INTEL CH10 BUILDING

Street Address: 145 S. 79TH STREET, CHANDLER, ARIZONA

Should you need to contact someone at the training location call:Contact Name: (training coordinator name) (x___-____)

The tuition cost for this class is ($_____) or (# credits _____).

Your Site Training Coordinator will make the necessary arrangements for tuition payment. If for any reason you must cancel this enrollment, you must contact your Site Training Coordinator by the cancellationdate indicated. If you do not contact your Site Training Coordinator by this cancellation date, your department will beresponsible for payment of a cancellation fee.

CANCELLATION DATE: (list date: __/__/__)****************************************Travel Guideline:Employees attending Supplier Training must elect the lowest usable air fare. They must also strive to book theirreservation >21 days in advance of the training class start date. Note: Reference Intel Corporate Travel's Web PageURL = travel.intel.com for overall travel guidelines and tips. Employee should default to use their Home Site travelauthorization guidelines.****************************************Regards, TMG Training

For STC’sThe STC is responsible for delivery of confirmation letter to the student along with supplier locator informationby downloading from the WEB. NOTE: TC can send their own confirmation notification via VAX, etc., ifthey choose.


Automatic 31 Day Cancellation Policy

The ProcessThe following process and policies are followed for automatic course cancellation:

Step Action1 TSG will provide TBD/Future Enrollment Report on a bi-weekly

basis to all STC’s.2 STC is responsible for monitoring the data in the report; particularly

the column entitled TSG will cancel on.3 STC is responsible to TAKE ACTION on any TBD-reserved seat 37

calendar days prior to session start date.

“Changes must be submitted by 5:00 p.m. Phoenix time the businessday before the TSG will cancel on date.”

4 TSG will automatically cancel a TBD on the 31st calendar day priorto the session start date unless they hear otherwise via a TBDReplacement form with notes in the comments section to keep theseat.

5 TSG will:• monitor the TBD/Future Enrollment Report on a daily basis,• send cancellation requests to specific supplier via cc:Mail

(providedsupplier has cc:Mail),

• cancel seat in TESS session,• NOT send notifications with each cancellation completed (the

TBD/Future Enrollment Report is the tool to be used by eachSTC to monitor at the factory level).

7 Seats that become available will be posted on the TBD/FutureEnrollment Report as “Seat Available.”

8 If a seats becomes available inside the 31 day window it will bemarked as URGENT SEAT and the owning factory will beresponsible for payment if it is not picked up by another site.


Supplier Class Session Cancellations

The ProcedureWhen a supplier cancels a class, the following will occur:

Step Action1 Supplier will notify TSG of any class session cancellation.2 TSG will notify respective STC’s of any class session cancellation,

reason for cancellation and new date if class was rescheduled.cc:Mail should be marked URGENT.

3 STC’s will be responsible for notifying respective students.4 TSG to cancel date in TESS and reschedule if applicable.


Scheduling Intel Site Courses

Scheduling GuidelinesIntel site courses should not be requested unless the requesting site can meet the minimum enrollment for aclass and tool time has been identified (i.e., Intel site delivery for a class that costs $7,000 for 4-8 students;requestor should have minimum students confirmed and strive to have maximum students in attendance, plustool time has already been identified). Please contact the appropriate Training Coordinator for minimum andmaximum requirements prior to requesting a class.

Suppliers should not be contacted for Intel site delivery until the requester has identified the students requiringthe training.

Scheduling ProcessThe following process is used when scheduling Intel site classes:

Step Action1 STC will submit request for class via e-mail sent to TMGT, Supplier Training

cc:Mail account. Template is found on Web at:http://tmgt.intel.com/TSG/CustomerServices/index.htm

2 TSG will contact supplier and notify them of request via cc:Mail and copy therequestor. From this point on, STC, along with assistance from TSG ifnecessary, can work directly with the supplier to complete the logistics of theIntel site delivery.

3 STC, along with Intel site personnel if applicable, will be responsible forcompleting all Intel site arrangements to include dates, content, classroom,materials, access clearance, badges, dress code/requirements if applicable, hotelrecommendations, etc.

4 IN ALL CASES, STC will send Intel site form to the TMGT, Supplier Trainingcc:Mail account as soon as dates/location/pricing have been agreed to, alongwith a copy of supplier’s quote. The Intel site form is to be completed with allinformation available at that time.

5 Using information on the Intel site form, TSG will build a session in TESS usingthe AZ site code.

6 TSG will send a confirmation letter to STC, then STC will notify the students.7 If a seat should become available, STC’s should advertise seat available via

cc:Mail to all factories.8 Supplier will ensure:

• that a student evaluation form is distributed to each student for completionin the classroom

• that completed evaluations are collected and sent to TSG within 5 days ofclass completion. STC’s can assist with submission of evaluations if it isagreed upon between supplier and STC.

Evaluations should be mailed to:Intel Corporation145 S. 79th StreetChandler, AZ 85226Attn: Student Evaluation Forms, CH10-87

9 At the completion of class, STC will validate and adjust, if necessary, allinformation on Intel site form and resend to TSG along with the class roster.STC’s to insert a “revision #” on the Intel site form to inform the trainingcoordinator there has been a change from the previous form submitted.NOTE: If no changes occurred from the original transmission of the Intel siteform, the class roster alone will suffice.

10 TSG will build session, enroll all students, post to student history, process billinginformation per Intel site form, and close the session.

Release of Payment


At no time will any training credits or payment funds be released by TSG to the supplier at the time of class completionif class arrangements were made by other than the above-referenced groups.


Freeze Window Procedure (for A/T Ramp only)

BackgroundIn order to provide suppliers sufficient time to respond to Intel’s scheduling needs, the goal is to submitrequests to suppliers one full month prior to the start date of any class request.

InstructionsItem Rule1 A schedule will be published to all sites requesting submittal of

“Frozen Schedule.” Submittal due date will always be on a Thursday(AZ), one month prior to frozen window period; i.e.,

Due DateThurs, August 6 (WW32)Thurs, September 10 (WW37)Thurs, October 15 (WW42)

Period CoveredWW37 - WW41WW42 - WW46WW47 - WW52

You may submit forecast information for additional weeks beyondthe period covered if you choose. TSG will take action to scheduleall requests (for SLB, specifically, we will take action to reserve yourrequests immediately); however, primary focus will be on the “period

2 TTO’s are to submit their Frozen Window scheduling requests viacc:Mail to the TMGT, Supplier Training cc:Mail account by thespecified due date.

Requests should include Supplier Name, Course Title (as it appearson the L2 Actual spreadsheet) and requested delivery dates.

3 The subject line of the message needs to include specific informationand must be in the following format:FORMAT: WWxx - WWxx / YOUR SITE / PLATFORMSAMPLE: WW37-WW41/COSTA RICA/SECc

4 Chavez will copy messages to a folder and retrieve messages fromthe TMGT, Supplier Training cc:Mail account.

5 Chavez will update the L2 Actual spreadsheet for both SECc and C4platforms with all new requests. READ ONLY access to thespreadsheet will be provided to the sites.

6 Chavez will send a cc:Mail message to TSG Training Coordinators(by Monday a.m. following due dates listed above) advising that theL2 Actual spreadsheet has been updated.

7 TSG Training Coordinators will send out scheduling requests totheir respective suppliers by COB Monday. TSG TrainingCoordinator will allow one week for response from suppliers.

8 TSG Training Coordinators will confirm requests to the sites byusing the Dual Purpose Form and by updating the L2 Actualspreadsheet to indicate “confirmed.” The goal is to sendconfirmation to TTO’s 3 weeks prior to class start date.

If your request relates to a supplier that has not yet transitioned from the TTE’s to TSG, Chavez will ensure that yourrequest is provided to the appropriate TTE.

URGENT: All timelines indicated above are dependent upon all parties adhering to the deadlines.


WEEKLY SCHEDULING UPDATES (Formerly in use for SECc only - effective immediately also for C4)

Item Rule1 TTO’s will submit a weekly scheduling update cc:Mail message to

the TMGT, Supplier Training cc:Mail account EVERY TUESDAY.

If there are no changes to report, the TTO will still send a messagestating that there are NO CHANGES. This will eliminate anyguesswork on the part of TSG and will eliminate the need for follow-up cc:Mail or telephone calls from TSG to TTO for confirmation.

2 The text of the cc:Mail requests should include Supplier Name,Course Title (as it appears on the L2 Actual spreadsheet) andrequested delivery dates.

3 The subject line of the message needs to include specificinformation, and must be in the following format:WEEKLY / SITE / PLATFORM / SCHEDULE CHANGESSAMPLE: WEEKLY / CR / C4 / SCHEDULE CHANGES

4 Chavez will retrieve messages from the TMGT, Supplier Trainingcc:Mail account and save them to a cc:Mail archive.

5 Chavez will update the L2 Actual spreadsheet for both SECc and C4platforms with all new requests.

6 Chavez will send a cc:Mail message to TSG Training Coordinators(by COB Wednesday) attaching each individual TTO message.

7 TSG Training Coordinators will work the requested changes withtheir respective suppliers.

8 TSG Training Coordinators will confirm requests to the sites byusing the Dual Purpose Form and by updating the L2 Actualspreadsheet to indicate “confirmed.” The goal is to sendconfirmation to TTO’s 3 weeks prior to class start date, but this isdependent upon the timing of receipt of the request.

If your request relates to a supplier that has not yet transitioned from the TTE’s to TSG, Chavez will ensure that yourrequest is provided to the appropriate TTE.


DAILY SCHEDULE CHANGES

Background If the FREEZE and WEEKLY processes are effective, daily changes should decrease in volume.

Instructions

Item Rule1 Each cc:Mail message you send is to be supplier specific -- requests

relating to only one supplier. In other words, one cc:Mail askingabout Cencorp new request AND Asymtek course materials would bean example of a violation of Rule #1.

2 The subject line of your message needs to include specificinformation and must be in the following format:

SITE, SUPPLIER NAME (if applicable), FIXED TOPIC3 Common fixed topics include:

New request, cancellation, change in # of students, material request,tool availability, instructor info, PVP, courses delivered

4 Samples of what a subject line should look like:

COSTA RICA, CENCORP, NEW REQUESTKM MMO, AB LASER, CANCELLATIONIR, DEK, CLASS PULL-INPG, SCHLUMBERGER, CLASS PUSHED OUTCV, ASYMTEK, ROSTERKM SECC, SVS VIEW, PBET CERTIFICATION

5 TSG Training Coordinators will retrieve any messages pertaining tothose suppliers that they manage.

6 TSG Training Coordinators will confirm requests to the sites byusing the Dual Purpose Form and by updating the L2 Actualspreadsheet to indicate “confirmed.” The goal is to sendconfirmation to TTO’s 3 weeks prior to class start date, but this isdependent upon the timing of receipt of the request.

If the supplier has not yet been transitioned, Chavez will relay information to the appropriate Product Owner.


Using Custom CMV Course Codes

DescriptionIf the content of the course has been modified from the standard material that the supplier offers, the coursebecomes a custom course. All standard Intel site procedures apply with the exception of:

Building a SessionSession will be built in TESS using a supplier-specific generic CMV course code.

Release of PaymentAt no time will any training credits or payment funds be released by TSG to the supplier at the time of classcompletion if class arrangements were made by other than the above-referenced groups.


Sample Intel site form

DATE: TRAINING COORDINATOR:

Course Code: CMV ____ Class Name: _______________________

Custom? ___YES ___NO

Class Start Date: _______ End Date: _______ Class Start Time: _______ End Time: _______

CLASS TO BE HELD AT: Company Name: Street Address: City/State/Zip: Room Number:

PRICING: Base price for up to ____ students $________

Charge for each additional student $________

Total Number of Students Attended ________

Travel/Instructor Expenses (N/A?) ________

Additional Costs ________

Total Cost of Class ________

(Dollar amount that will

be billed against BPO)

Number of Credits Being Utilized ________

(this is in addition to dollars above)

****************************************************************************** BILLBACK INSTRUCTIONS (FOR INTEL USE ONLY)

___ Distribute equally to all student department numbers

___ Total $$ amount charged to Department # ____________

****************************************************************************** STUDENT INFORMATION:

Student Name Student WWID Student Department ============ ============ =============== ______________ ____________ _________

COMMENTS:


Course Closure

The ProcedureThe following procedures are used when closing out class sessions:

Step Action1 Supplier will submit verification of student attendance to TSG via

Monthly Activity Report.2 Supplier will notify TSG on first day of class of any “no-shows”.

TSG will notify respective STC of any “no-shows”.3 TSG will assess charges by verifying dollars vs. credits for tuition

cost.4 TSG will verify student department number against the department

number indicated on the student enrollment form.5 TSG will close session after completion of the class, and will assign

close-out grades as:

For Students Who Did Attend For Students Who Wereand Complete the Class: No Shows:Attended “Y” Attended “N”Completed “Y” Completed “N”

For Students to Did Attendbut Did Not Complete the Class:Attended “Y”Completed “N”

6 TSG processes release of funds on BPO and sends to Purchasing.7 Supplier sends invoice directly to Accounts Payable.


Course Critiques & Student Evaluations

The ProcedureThe following procedures are used when processing course critiques and evaluations:

CentralizedSupplier

IMS

SETS

ProductOwner

IU/CourseEvals

ProductOwner

Centralized Supplier conducts class.Supplier has each Intel Employee

complete our Student Evaluation form

Supplier sends completed Evaluations to Intel:145 S. 79th Street

Chandler, AZ 85226Attn: Student Evaluations CH10-87

CollectsCMV courseEvaluations

Sorts CMVcourse

Evaluationsby course

code

Makes 2 copies Places (1) in SETS working

file and sends one to(1) Product Owner

Files in folder untildesignated month

end date

End of the monthIMS "Hand carries"

folders to IU

SETs working file contains everypiece of session documentation

Product Ownerreceives immediatefeedback on course

Reviewsevaluations forcompleteness

IU receives theevaluations from

TMGT

IU runs theevaluationsthrough the

scanning process

Provide SessionSummary Graphs

(numbers only)within 30 days

Electronic Copy ofthe Session

Summary goes tothe Product Owner

Hard copy of the Session SummaryGraphs sent to Product Owner along

with attached student evaluations

Product Ownerhas tool to provide feedback

to Supplier as needed

Product Ownerreceives Rollup

Information

Product Ownerprovides

feedback toSupplier as

needed

Product OwnerCompletes

Supplier ScoreCard

Product Ownertweaks data into

Supplier Score Card format

Rev 0 08/97

Evaluation Process Flow for Centralized "CMV" Suppliers

Disclaimer: at A/T Intel sites, the instructor may leave the evaluation forms with the STC to ensure they are sent in toTMGT.


Report Generation/Distribution

Required ReportsReports generated are listed below and can be found on the Web (see Web Page Table of Contents for

Distribution Matrix:

Report Definition Status DistributionMethod

Frequency

BillbackReport

• Course History(student names,session codes/startdates, etc.)

• Billback byfactory/dept. number(dollars or credits)

• Cancellation/No-Show lists

CurrentlyAvailable

Excelspreadsheet,viacc:Mail/Web

Quarterly

TBD/FutureEnrollmentReport

• Students in futuresessions

• Unfilled TBD seats infuture sessions

Currentlyavailable

Excelspreadsheet,via Web

Daily

SupplierClassSchedule

• Shows all scheduledcourses, for ALLsuppliers

• Contains allinformation thatsuppliers haveprovided TSG (somethrough Q3, someQ4’97, etc.)

CurrentlyAvailable

Excelspreadsheet,posted on TSGWeb site

Changes posted real-time(usually weekly)

ProductOwner andTrainingCoordinatorList

• Shows all TMGTowned courses, theirstatus (includingCMV), ProductOwners and TC’s

Currentlyavailable

Web document Changes posted real-time(usually weekly)

TrainingCreditReports

• Shows all SITEbalances, with eachsupplier

Currentlyavailable

Web document Changes posted real-time(usually monthly)

No Impromptu AccessFor those sites that do not have access to Impromptu, IU will generate the requested reports and forward. TSGwill facilitate, if necessary.


Web Page

WEB Page Table of Contents

Item Information1 Starting from http://TMGT.intel.com/TSG/index.htm

you will find the following:2 TSG Contacts

• View Product Owner and Training Coordinator list• TMGT TSG/TME• A/T Coordinators• Sort Coordinators• Factory Coordinators• Forecast Process Contact (demo) - currently not working

2 TSG Customer Services• Cancellation• Enrollment/TBD Replacement• CAT-ATD Enrollment Form• Intel Site Form• Materials Release Policy• Centralized Supplier Equipment Training Procedures Manual• Training Credits• Training Credit Definitions• C4 Training Costs• TBD/Future Enrollment Report• Supplier Training Status• Active and Inactive Supplier Course Report• Forecast Process and Calendar• Billback Reports• Quarterly Book PAS• Supplier Class Schedule• CTML Schedule Excel Spreadsheet

3 TSG Products• SECc L2 Actuals• C4 L2 Actuals

3 Supplier Programs• Supplier Scorecards• Product Owner Passdown Report• Fab Liaison Passdown Report• On-Site Suppliers• Supplier Training Options• Supplier Support Levels

5 Supplier Maps(maps to some of our supplier training facilities)

7 TSG Forecasting Tool• Q1’99-Q4’99 TSG Supplier Site Forecast Rollup• Q1’99-Q4’99 TSG Intel Site Forecast Rollup

Documents

Centralized Supplier Equipment Training · This Centralized Supplier Equipment Training Procedures Manual has been designed to document the streamlined ... • Deliver Centralization