Incumbent Worker Training Program 2003/2004 Guidelines & Application The Incumbent Worker Training Program is funded by the Federal Workforce Investment Act (WIA) and administered by Workforce Florida, Inc. The purpose of the program is to provide grants to employers to assist with certain expenses associated with skills upgrade training for full-time employees of the company. The total amount of funding available for all training projects in 2003/2004 is undetermined at this time. Training projects funded may begin no earlier than July 1, 2003 and end no later than June 30, 2004. We will begin accepting applications for these funds on June 1, 2003. Program Guidelines Applications for the 2003/2004 Florida Incumbent Worker Training Program are open to all Florida companies meeting the guidelines listed below. BUSINESS APPLYING FOR FUNDING: Must be a for-profit business and have been in operation in Florida for a minimum of one year prior to application date to be eligible for grant funding Must have at least one full-time employee Must demonstrate financial viability and must be current on all state tax obligations. Can only be considered for an award every other program year. PRIORITY WILL BE GIVEN TO: Businesses with 25 employees or less Businesses in rural areas Businesses in distressed inner-city areas Businesses in a qualified targeted industry Businesses whose grant proposals represent a significant upgrade in employee skills Businesses whose grant proposals represent a significant layoff avoidance strategy. TRAINING SERVICES (NOTE: All training must be completed by June 30, 2004): Can be provided through Florida s public or private educational institutions, private training organizations, trainers employed by the business, or a combination of training providers. Can be conducted at the business s own facility, at the training provider s facility or at a combination of sites REIMBURSABLE TRAINING EXPENSES: Instructors /trainers salaries usually capped at actual amount or $ 25/hour, whichever is less Curriculum Development Textbooks/manuals NON-REIMBURSABLE COSTS: Trainees wages Purchase of capital equipment Purchase of any item or service that may possibly be used outside of the training project Travel expenses of trainers or trainees On-the-job training costs Assessment, testing or certification fees www.workforceflorida.com IWT Guidelines & Application Pg. 1
GRANT AWARDS: Businesses approved for funds enter into a contract with Workforce Florida, Inc. which commits the business to complete the training project as proposed in their application Any business approved for an award that is a recipient or subrecipient of Federal funding of $300,000 or more in a fiscal year, will be required to furnish an independent financial and compliance audit. The company is responsible for the cost of the audit, and IWT funds cannot be used to cover these costs. Approved budget items are reimbursed upon presentation of adequate documentation of the training and evidence that the training expense incurred has been paid. Businesses provide a matching contribution to the training project. For FY2003-2004, businesses will be required to provide a minimum of 50% of the requested direct training costs, i.e. instructors wages/tuition, curriculum development and materials and supplies. Business will keep accurate records of the project s implementation process and certify that all information provided for the purpose of requesting reimbursements and reporting training activity is accurate and true Businesses submit monthly or quarterly reimbursement requests with required support documentation. PROJECT COMPLETION: With the high demand and limited funding available, all applications will be evaluated to leverage other state, federal and private funds with Incumbent Worker Training funds All grant projects shall be performance based with specific measurable performance outcomes -- including the completion of the training project and number of employees trained Final payment for businesses receiving s will be withheld until the final report is submitted and all performance criteria specified in the grant have been achieved Businesses shall provide sufficient documentation to Workforce Florida for identification of all employee participants for calculation of performance measures required by WIA, and any other outcomes deemed pertinent the grant administrator. Application Instructions DETACH and complete the attached IWT Program Application. Any information or documentation that cannot be supplied in the provided space should be identified by the relevant question number and attached to the back of the application form. Submit one original and three (3) copies of the signed completed application to: The Incumbent Worker Training Program, Workforce Florida, Inc. 1974 Commonwealth Lane, Tallahassee, FL 32303 IT IS RECOMMENDED THAT YOU SUBMIT YOUR APPLICATION AT LEAST 30 DAYS PRIOR TO THE START OF YOUR TRAINING. If you have any questions or need assistance in completing the application, please contact Jayne Burgess, IWT Program Manager, Workforce Florida, Inc. at 850-921-1119 or email: jburgess@workforceflorida.com www.workforceflorida.com IWT Guidelines & Application Pg. 2
Incumbent Worker Training Program Grant Application 2003/2004 SECTION 1. Company Information. Admin. Only IN IWT # Company Name: Street/Mailing Address: City: ZIP: County: Company Contact Person: Title: Phone: Ext. Fax: Email Address: Website Address: Date of Inception: Years in Business: Total # Full-time Employees at this location: Legal Structure of Business: Sole Proprietor Partnership Corporation Non-profit Employer s Federal ID #: Unemployment Comp ID #: Florida Sales Tax Reg. #: Primary NAICS (SIC) Code: Is your company current on all State of Florida tax obligations? YES NO Please estimate the total amount your company will spend on training in 2003/2004. Is your company receiving/applying for other public training funds? YES NO If yes explain: Is your company currently receiving Federal funding from other sources that require the company to comply with The Federal Single Audit Act? (please refer to IWT guidelines concerning this issue) YES NO If yes, please state the source(s) and $ amount(s): Description of your business, product(s) and/or service(s): Amount of Grant Request: Number of FT Employees to be Trained: Training Starts (no earlier than 7/1/03): Training Ends (no later than 6/30/04): This company is minority owned. Please check appropriate box(es) below. Native/American owned African/American owned Asian/American owned Women-owned Hispanic/American owned Other minority owned (specify): Our company is located in: Distressed inner-city area HUB Zone Enterprise Zone (provide EZ Number) Rural area www.workforceflorida.com IWT Guidelines & Application Pg. 3
SECTION 2. Training Provider Information: The training provider(s) will be: Public training institution Private training institution Company employee Private instructor Training will be delivered: On-site At the training institution At a remote location Name of Training Provider(s): Name of Training Provider contact: Phone: Address: City: State: ZIP: SECTION 3. Training Project Information: Description of the proposed training project provide number of trainees, job titles, departments, broken out by type of training, number of hours of training, training provider, cost of instruction/tuition, any resulting certifications, etc. Example: 1. (2) Plastics Operators Production Department Injection Molding Skills 28 contact hours each Training Provider: Society of Plastics Industry via satellite downlink at company site $500 per Trainee National Certification in Plastics NCP Certified Operator 2. (10) Managers Production, Quality Assurance, and Accounting Departments NewVision Tracking Software for Manufacturers Training Provider: Company employee (4) sessions, 6 hours each = 24 hours No certification www.workforceflorida.com IWT Guidelines & Application Pg. 4
SECTION 4. Training Program Budget Please use this as a guide. Show all formulas used to calculate totals as indicated. BE SPECIFIC. Note: Training funds cannot be used to reimburse any training costs incurred before the grant is approved. Please take this into account when developing your budget and timeline. A. BUDGET CATEGORY B. IWT ASSISTANCE REQUESTED C. * EMPLOYER CONTRIBUTION D. TOTAL (B. + C.) 1. Instructor Wages/Tuition (This information should reconcile with Section 3. Training Project Description) Example: 1) Injection Molding $500 X (5) = $2500 2) New Visions $25/hr X 24 hours = $600 SUB TOTAL = $3,100 2. Curriculum Development 3. Materials/Supplies Textbooks (itemize) Example: (10) New Vision Manuals @ $30 each = $300 4. Training Equipment Purchase (must be employer contribution) Cannot fund with 5. Other Costs (describe) a) b) 6. Facility Usage (if training takes place at company site) Cannot fund with 7. Travel, Food, Lodging Cannot fund with 8. Trainee Wages (including benefits) Cannot fund with 9. Sub Total 10. Indirect Costs Cannot fund with 11. TOTALS IWT Cost per Trainee (Line 10 Column B divided by Number of Trainees) = Employer Contribution Ratio (Line 10 Column C divided by Line 10 Column B) = *Note: Businesses will be required to provide a minimum of 50% of the requested direct training costs, i.e. instructors wages, curriculum development and materials & supplies. Other examples of employer contribution include, but are not limited to, expenses associated with additional instruction/tuition, curriculum development, materials/supplies; the use of space and equipment during the training project (please show calculation used to assign a value); and trainee wages (including benefits) of employees during training. www.workforceflorida.com IWT Guidelines & Application Pg. 5
SECTION 5. Anticipated Outcomes of the Training Project Please check the boxes that apply to the anticipated outcomes of the proposed training project. Attach a brief statement to this application for each checked box explaining "how" and/or "why" this training would result in the specific outcome. Will save jobs within our company Will create openings in entry-level positions Will improve the long-term wage levels of trainees Will improve the short-term wage levels of trainees Will create new jobs within our company Would help prevent company from having to relocate operations Will lower employee turnover in our company Critical to the long-term viability of our company Critical to the short-term viability of our company Will make this location more competitive within company Will assist in the training of veterans Will assist in the training of minorities Will assist in the training of the disabled Will assist welfare to work participants Will increase the profitability of our company Important to the stated mission of our company Will be an important component of our company s overall workforce employee development efforts Will assist in the improvement of international trade opportunities SECTION 6. Certification by Authorized Company Representative [ NOTE: The individual signing the application below must have authority to enter into contracts on behalf of the applying company. ] As an authorized representative of the company listed above, I hereby certify that the information listed above and attached to this application is true and accurate. I am aware that any false information or intended omissions may subject me to civil or criminal penalties for filing of false public records and/or forfeiture of any training award approved through this program. Signature: Print Name: Title: Date: PLEASE ALLOW AT LEAST 15 BUSINESS DAYS FOR YOUR APPLICATION TO BE PROCESSED. Mail original and 3 copies to: Incumbent Worker Training Program Workforce Florida, Inc. 1974 Commonwealth Lane Tallahassee, FL 32303 How did you learn about the Florida Incumbent Worker Training Program? APPLICATION PREPARED BY: (if different than authorized company representative above) Name: Title: Company Address: Phone: www.workforceflorida.com IWT Guidelines & Application Pg. 6