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EMPLOYEE TRAINING GRANT PROGRAM
(Incumbent Worker Training Program)
2018-2019Employee Training Grant Program
Region C Workforce Development Board
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Pre-Award Questionnaire Business: Click here to enter text. Date: Click here to enter text
Name: Click here to enter text.Phone: Click here to enter text.Email: Click here to enter text.
What type(s) of training are you interested in for your employees? (List all)
Click here to enter text.
Do you need assistance from REGION C WDB in exploring training topics, finding a training provider, etc.? (If yes, REGION C WDB contact information below)Steve Lockett, Director of Economic and Workforce DevelopmentIsothermal Planning and Development Commission828 351 [email protected]
Yes ☐ No☐
Approximately how many employees would participate in the training(s)? Click here to enter text.Have the above employees been employed with your business for at least 6 months prior to this submission?
Yes☐ No☐
Has the company been in operation in NC for 12 months? Yes☐ No☐What’s your estimated timeline for the training(s) to occur? Click here to enter text.Please indicate location of business (Must be in the REGION C which includes the counties of: Cleveland, McDowell, Polk, and Rutherford)
Click here to enter text.
Have you contacted the Small Business and Technology Development Center at Western Carolina University regarding the availability of free training programs, related to the training you’re interested in through this grant, for your employees? Contact Information:Sandra Dennison, DirectorSmall Business and Technology Development Center: WCU [email protected] ext. 24 (McDowell, Polk, and Rutherford Counties)
Byron Hicks, Center DirectorSmall Business and Technology Development Center: [email protected] (Cleveland County)www.sbtdc.org
☐ Yes, but there are no trainings are available to meet my needs.☐ Yes, there are trainings available to meet my needs.☐ NoComments: Click here to enter text.
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Have you contacted the appropriate NC Community College’s Customized Training department regarding the availability of free training programs, related to the training you’re interested in through this grant, for your employees?
Contact information for Cleveland Community College:Charles Christenbury, Director of Corporate [email protected]
Contact information for McDowell Community College:Eddie Shuford, Director of Industry [email protected]
Contact information for Isothermal Community College:Mark Franklin, Director of Customized Training and [email protected]
☐ Yes, but there are no trainings are available to meet my needs.☐ Yes, there are trainings available to meet my needs.☐ NoComments: Click here to enter text.
Is your company current on all federal, state, and local taxes? (If No, your application is not disqualified but you will need to provide documentation of your payment plan agreement in your application)
Yes☐ No☐
Has your company previously received an NCWorks Employee Training Grant Program?
Yes☐ No☐
Other Comments: Click here to enter text. Submit Pre-Award Questionnaire to:Steve Lockett, Director of Economic and Workforce DevelopmentIsothermal Planning and Development CommissionPO Box 841Rutherfordton, NC [email protected]
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EMPLOYEE TRAINING GRANT PROGRAMREGION C WORKFORCE DEVELOPMENT BOARD
POLICY & BUSINESS GUIDELINES A. Key Points
The Region C Workforce Development Board per (WIOA) Workforce Innovation and Opportunity Act guidelines, WIOA Section 134 (d)(4) is authorized to use up to 20 percent of its combined Adult and Dislocated Worker allocated formula funds to serve incumbent workers . Current program year funds for this purpose are $70,000.00. The Region C Workforce Development Board will make these funds available to regional businesses on a necessary and competitive basis. These funds will be available to businesses in the Region C Local Area’s Manufacturing, Hospitality, and Medical sectors. The purpose of which will be to upgrade the skills and knowledge of incumbent workers for the retention of their current jobs or to avert the need for employee layoffs. Funding is limited and is based on the availability of Local Area WIOA Employer Training Grant Program funding.
• The Employee Training Program is a competitive Training Program through which qualifying businesses can
address employees’ skills gaps: • These skills gaps can be a result of an employee’s changing responsibilities/requirements in her/his job,
or for an employee whose job may potentially be eliminated, and skill upgrading is needed to accept new responsibilities.
• The training(s) should result in increased knowledge/skills for the employee and increase the stability and competitiveness of the employer.
• Trainings that results in or provides a significant step towards achieving an industry-recognized certification/credential will receive award preference.
• North Carolina for profit and not for profit businesses that have been in operation in North Carolina for a minimum of twelve months are eligible to apply; eligible employees must have been employed for a minimum of six months.
• The maximum amount is $10,000 per grant, with a lifetime funding limit of $40,000. • Businesses can submit their applications at any point to the Business Services Representative of the Region C
Workforce Development Board but must adhere to the process for submission described below.
B. WHY WOULD AN EMPLOYER UTILIZE THIS GRANT?
An employer can utilize this competitive training solution when employees have identified skills gaps that need to be addressed through training, thus enhancing the employee’s continued employability. Businesses that acknowledge the need for employees’ training in order to increase their competitiveness, efficiency, and/or stabilization should apply for this grant.
C. WHAT EMPLOYEES ARE ELIGIBLE TO BE TRAINED THROUGH THIS GRANT?
Eligible employees are:
• At least 18 years of age and a paid employee of the applicant business or businesses; • In an employment relationship that meets the Fair Labor Standards Act requirements for an employer-employee
relationship; The FLSA defines “employ” as the work that the employer directs or allows to take place. Workers
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who are economically dependent on the business of the employer and will receive a W-2 for tax filing purposes have an employer-employee relationship.
• An employee with an established employment history with the employer for 6 months or more;• A citizen of the United States or a non-citizen whose status permits employment in the United States; and • An employee to be trained who works at a facility located in North Carolina.
Those individuals who do not meet the employer-employee relationship are and are not eligible are:
Those who will receive a 1099 for tax filing purposes or• Those who are placed through a temporary agency.
D. WHICH EMPLOYEES WOULD BENEFIT FROM THE EMPLOYEE TRAINING GRANT?
This grant is beneficial to employees who have identified skills gaps, where eligible training addresses these gaps, improves employee retention, helps stabilize the business, and will increase the competitiveness of the employee and employer. These employees either:
• Need to upgrade skills and knowledge to retain their current job; OR • Need to gain new skills and knowledge so they qualify for a different job with their employer.
E. WHAT BUSINESSES ARE ELIGIBLE TO APPLY?
A business that is eligible to apply: Is a North Carolina for-profit or not-for-profit business:
• A not-for-profit entity is a legally constituted organization whose primary objective is to support or to actively engage in activities of public or private interest without any commercial or monetary profit purposes
• Has an employer-employee relationship with at least five employees; • Has been in operation in North Carolina for a minimum of twelve months • Is current on all federal, state, and local tax obligations;
• “Current” can also be defined via an established and documented proof of payment plan with the taxing entity. The scoring committee for this grant will take tax payment circumstances into account during their decision to award the grant.
• Is financially viable; • Businesses that have previously received the Incumbent Worker Grant through the State of NC are still eligible to
apply for funding through this grant. • Businesses that have already met the maximum lifetime limit of $40,000 through the previous versions of the
state-sponsored Incumbent Worker Grant are eligible to apply for funding through REGION C WDB’s Employee Training Program and start with a balance of zero.
F. WHAT BUSINESSES ARE NOT ELIGIBLE TO APPLY? 5
The following businesses are not eligible to apply for funds under this program:
• A business that is currently receiving training funds, either directly or indirectly, from North Carolina state government (unless those training funds do not duplicate the training efforts outlined in this grant application).
• This includes trainings that are offered at no cost through the Small Business Technology and Development Center or the NC Community College’s Customized Training program.
• A business that has received funds either directly or indirectly from North Carolina state government under any previous training initiative, and the terms of the agreement for training have not been met
• A Workforce Development Board or its administrative entity • A labor union • A government entity
G. HOW DO BUSINESSES’ IDENTIFY THE TRAINING(S) MOST RELATED TO THEIR EMPLOYEES’ NEEDS?
Businesses are invited to apply for as many training activities as they wish in one grant application (as long as the total cost for all trainings does not exceed $10,000). Businesses understand their training needs the best and are therefore invited to submit any training that applies to their employees’ skills gap, as long as it fits within the reimbursable requirements listed below. The Business Services Representative with REGION C WDB can assist businesses with the identification of training topics, training instructors, training dates, training locations, etc. Grant funds will be expended on training activities that take place only in North Carolina.
H. WHAT OUTCOMES ARE EXPECTED FROM THE EMPLOYEE TRAINING GRANT?
When businesses experience a skills gap in their workforce, the company’s stability can be compromised. The Training Grant, funded by the federal Workforce Innovation and Opportunity Act (WIOA) addresses such needs by increasing workers’ skills, wages, advancement opportunities, knowledge, and certification. The success of the Training Program will be measured via Program Outcome Measures such as but not limited to outcomes such as participant wage gain, participant employment retention or participant training completion.
I. CAN A BUSINESS APPLY FOR A GRANT THAT WILL SERVE DIFFERENT, MULTIPLE BUSINESSES WITH COMMON TRAINING NEEDS?
Yes, unique businesses can partner and apply for a collaborative training grant. The proposal for the common request must:
• Train employees of at least two different businesses, with one of those businesses designated as the Lead Applicant;
• Include employees of the Lead Applicant in the training; • Include training descriptions and outcomes that address the employees from all businesses impacted by the
proposed common training • Include information on each business that will be part of the training. The application has a specific section for
this information
J. WHAT IS THE MAXIMUM AMOUNT PER ROUND FOR WHICH A BUSINESS CAN APPLY?
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The maximum amount is $10,000 per grant. An application representing common training needs of two or more businesses will be subject to the $12,500 per training grant. In a collaborative grant, the amount of the award will be equally portioned among the businesses included in the application
K. WHAT IS THE LIFETIME LIMIT FOR BUSINESSES RECEIVING GRANTS?
The lifetime limit is $40,000. Businesses with locations in multiple areas of the state will be treated as a single company for the purposes of determining when this maximum is met. The lifetime limit applies to the company, its parent company and subsidiaries. This applies to all applicants, regardless if they have received a grant before.
The business may apply for subsequent, competitive grants, but receipt of a prior grant does not automatically guarantee an award of future grants. If a company is awarded the REGION C WDB Employee Training Grant Program but is unable to use any of the funds and forfeits the full grant amount, then that grant amount will not count against the total lifetime limit for that company.
L. IS THE BUSINESS REQUIRED TO CONTRIBUTE TO THE COST OF THE TRAINING?
The employer or group of employers must pay for a portion of the cost of providing the training to incumbent workers. This portion is defined as the non-federal share and rules for matching are provided at Uniform Guidance 2CFR 200.306 and 2CFR 2900.8, respectively, WIOA Section 134(d)(4)(D), and the U.S. Department of Labor Training Employment Guidance Letter (TEGL) 19-16. The non-federal share is based on the following limits:
• Not less than 10% of the cost for employers with not more than 50 employees; • Not less than 25% of the cost for employers with more than 50 employees, but not more than 100 employees;
and • Not less than 50% of the cost for employers with more than 100 employees. [WIOA Section 134(d)(4)].
The number of employees is based on all locations within North Carolina. The business will be required to calculate its actual non-federal share at the conclusion of the training. Should the non-federal share not meet the limits, the funds could potentially have to be repaid.
M. WHAT IS THE NON-FEDERAL SHARE?
The non-federal share provided by an employer participating in the program may include the amount of the wages paid by the employer to a worker while the worker is attending a training program. The employer may provide the share in cash or in kind, fairly evaluated. Examples of other non-federal share expenditures are training equipment purchases, on-site facility usage, and trainees’ travel, food, and/or lodging.
N. WHAT IS THE PROCESS FOR SUBMITTING AN APPLICATION AND HOW ARE FUNDING DECISIONS MADE?
1. A Pre-Awards checklist is first provided to the business by the Business Services Representative (BSR) at the Region C Workforce Development Board.
2. After completing this checklist and receiving feedback from the BSR, the business will receive an application template.
3. The BSR will review the application and provide feedback to the business on suggested edits. 4. Businesses will then have up to two weeks to complete a second draft of their application and submit again to the
BSR. Failure to comply with the two-week timeframe may result in delayed review.
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5. Following the submission of this draft, the BSR will convene the Employee Training Grant Program Review Committee, comprised of board representatives from REGION C WDB, to review the application and determine a funding decision using a standardized application assessment form.
6. The BSR will notify the businesses of the decision of the review committee no later than two weeks following the submission of their final application.
O. WHAT HAPPENS AFTER A BUSINESS IS AWARDED THE GRANT?
1. A contract is established between REGION C WDB and the awarded business within a month following the review committee’s decision.
a. The contract requires information about the employees to be trained to verify eligibility, so businesses should be prepared to provide this information upon notification of award.
2. REGION C WDB holds the funds for the training until the training is complete. a. Training must be completed within 12 months from the date of the contract between the business and
REGION C WDB. 3. After completion of the training, the business will submit a reimbursement request to REGION C WDB with their
invoice and proof of payment to the training provider.
Note: If there is an extenuating circumstance that leads to a need to request a change to the approved training, the business must contact the BSR to discuss the best alternatives. Changes in the training(s) will not necessitate a new application but the business will need to complete an amended training form and submit to the BSR as soon as possible. If necessary, the BSR may convene the grant review committee to review these changes as it relates to the purpose of this grant, including the trainees’ originally identified skills gaps. The training will still need to be completed within the one-year timeframe.
P. REIMBURSABLE /NON-REIMBURSABLE TRAINING COSTS
The following is a listing of reimbursable and non-reimbursable training costs for the REGION C WDB Employee Training Grant:
Allowable Training Costs:
1. Training / Course registration 2. Training that results in participants obtaining an industry-recognized certification or credential to include
training preparation for certification exams, including: i. Process improvement or quality-related training ii. Training that a company is mandated to provide on a regular basis to its employees by federal,
state, or local laws iii. Continuing Education Units (CEUs) and other training that is specifically required for an employee
or entity to maintain licensure, certification, or accreditation iv. Courses that are part of a trainee’s pursuit of an educational degree
3. Web-based online training 4. Employee skills assessment that results in primary training funded through the grant 5. Textbooks / manuals used 100% for the training activities 6. Travel for trainers-if the requested training is not available within reasonable proximity to the business
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Non-Allowable Training Costs:
7. Employee related costs such as wages, fringe benefits, travel 8. Training-related costs incurred prior to the beginning date of the contract with the REGION C WDB or after the
contract ends. 9. Training that the company or an entity on the company’s behalf already provides to its employees. 10. Employment or training in sectarian activities 11. Curriculum design and/or training program development 12. Trainers employed by any business whose employees are being trained to include parent company employees 13. Purchase of employee assessment systems or systems usage licenses (example: site licenses) 14. Company website design and development, website hosting, and maintenance, software or hardware
upgrades, advice on computer selection for purchase and upgrade 15. Third party compensation or fees not directly related to the provision of the requested training 16. Any costs that would normally be considered allowable, but for which there is no request/cost for training
related to the item(s) within the application 17. Capital improvements, purchase of real estate, to include the construction or renovation of facilities or
buildings, and capital equipment or other durable (long lasting and/or reusable) training materials 18. Business relocation or other similar/related expenses 19. Travel outside of contiguous United States or costs associated with bringing a trainer into the country 20. General office supplies and non-personnel services costs (example: postage and photocopying) 21. Membership fees/dues 22. Food, beverage, entertainment, and/or celebration related expenses 23. Job/position profiling 24. Publicity/public relations costs 25. Costs associated with conferences
Q. INFORMATION REQUIRED FOR EMPLOEES TO BE TRAINEDThe Trainees will be required to register in the NCWorks system and will be enrolled in the appropriate activity. The Business Services Coordinator or other WDB contractor staff will facilitate this process. Individuals being trained utilizing Incumbent Worker funds and enrolled in the project will be required to provide the following data or documents:
Social Security Card NC Driver’s License or I.D. Card
o Gendero Date of Birtho Residence
Ethnicity/Race Citizenship (or Right to Work Status) Selective Service Compliance Disability Status—if applicable
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R. EVALUATION PROCEDURES
The business will submit a monthly project performance report during the term of the agreement. Invoices for activities will be on a cost-reimbursement basis only and documentation must be sufficient to
justify the requested payment. Only items identified in the program budget will be reimbursable. Monitoring of the project will be conducted by WDB staff at least once during the term of the program to
include evaluating compliance with the Non-Federal Share requirement. A final report and invoice must be submitted within 45 days of the project completion date. The final
reimbursement will be distributed upon the receipt of the final report.
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Employee Training Grant ProgramRegion C Workforce Development Board
Business Application SECTION I: BUSINESS INFORMATION Business Name: Click here to enter text.
Street/Mailing Address: Click here to enter text.
City/State: Click here to enter text. Zip: Click here to enter text. County: Click here to enter text.
Company Contact Person & Title: Click here to enter text.
Email: Click here to enter text. Phone: Click here to enter text. Fax: Click here to enter text.
Description of Business Product(s) or Services (3-5 sentences):
Click here to enter text.
Months/Years in business:
Click here to enter text.
Total number of paid employees at this location: Click here to enter text.
Legal Structure of Business:☐Sole Proprietor☐ Partnership☐ Corporation☐ LLC☐ Other: Click here to enter text.
Tax Status of Business: Employer’s Federal ID #: Click here to enter text.
Unemployment Insurance ID#: Click here to enter text. ☐ For-profit☐ Not-for-profit
Parent Company? Parent Company Name: Click here to enter text.
Representative: Click here to enter text.
Contact Phone & Email: Click here to enter text.
☐ Yes☐ No(If yes, please indicate business names in space provided.)
Is this a collaborative
Business: Click here to enter text.
program? Representative: Click here to enter text.
Contact Phone & Email: Click here to enter text. ☐ Yes☐ No(If yes, please indicate business name in space provided.)
TRAINING SUMMARY (IF APPLYING FOR MORE THAN ONE TRAINING, PLEASE ATTACH A SEPARATE PAGE
FOR SUBSEQUENT TRAININGS, IN THE FORMAT PROVIDED BELOW.)
Training Topic/Course Title: Click here to enter text.
Course Description and/or Objectives: Click here to enter text.
Estimated Training Date(s): Click here to enter text.
Number of Trainees: Click here to enter text. Training Location: Click here to enter text.
Name of Training Provider (Organization - if applicable): Click here to enter text.
Name of Trainer/Instructor: Click here to enter text.
Address, City, State, Zip: Click here to enter text.
E-Mail Address: Click here to enter text. Phone: Click here to enter text. Qualifications of Trainer/Instructor to Teach Component (2-3 sentences): Click here to enter text.
BUDGET (IF APPLYING FOR MORE THAN ONE TRAINING, PLEASE ATTACH A SEPARATE PAGE FOR
SUBSEQUENT TRAININGS, IN THE FORMAT PROVIDED BELOW.) Category Grant Funds
RequestedExplanation/Detail:
Training/Course Registration $ Click here to enter text. Click here to enter text.
Manuals/Textbooks $ Click here to enter text. Click here to enter text.
Training Certifications, Certificates,Credentials, Licenses
$ Click here to enter text. Click here to enter text.
Materials and Supplies $ Click here to enter text. Click here to enter text.
Total Amount Requested: $ Click here to enter text.
Employer’s Non-Federal Share (Indicate only one with information in corresponding table) ☐ My business has less than 50 employees, a 10% non-federal share is required for this program award
Wages: $ Click here to enter text.
Facility Fee: $ Click here to enter text.
Meals/Travel: $ Click here to enter text.
Training EquipmentPurchase: $ Click here to enter text.
Total Non-federal share: $ Click here to enter text. ≥10% of the above total amount requested
☐ My business has between 50-100 employees, a 25% non-federal share is required for this program award
Wages: $ Click here to enter text.
Facility Fee: $ Click here to enter text.
Meals/Travel: $ Click here to enter text.
Training EquipmentPurchase: $ Click here to enter text.
Total Non-federal share: $ Click here to enter text. ≥25% of the above total amount requested
☐ My business has more than 100 employees, a 50% non-federal share is required for this program award Wages: $ Click here to enter text.
Facility Fee: $ Click here to enter text.
Meals/Travel: $ Click here to enter text.
Training EquipmentPurchase: $ Click here to enter text.
Total Non-federal share: $ Click here to enter text. ≥50% of the above total amount requestedTRAINING ABSTRACT (PLEASE PROVIDE ALL OF THE FOLLOWING INFORMATION ON A SEPARATE DOCUMENT)
1. Background information on the company; 2. Overview of the training and information to support the request and need for training;
3. Description of how the requested training will address the identified skills gaps, improve employee retention, impact company stability, and increase the competitiveness of the employee and employer;
4. Reason for requesting financial assistance to conduct the training. SECTION V: AUTHORIZATION AND CERTIFICATION As authorized representative of the Business submitting this application, I hereby certify that:
• I have read the Incumbent Workforce Development Training Program Guidelines and coordinated this application with the Region C Workforce Development Board;
• The Business meets the requirements and is eligible to submit this application; • The information contained in this application is true and accurate and reflects the intentions of the
Incumbent Workforce Development Training Program; • I am aware that any false information, intentional omissions, or misrepresentations may result in
rejection of the application and possible disqualification for future funding; • I am aware that any false information, intentional omissions, or misrepresentations may subject the
Business to civil or criminal penalties; • I understand that training materials purchased with funds awarded under this project will be in the
public domain and will be available for use by other eligible entities at no costs; • The Business agrees to adhere to all reporting requirements: and to respond to a Customer
Satisfaction Survey(s), if asked; and • The Business agrees to provide all requested data elements as required for federal reporting.
Further, this business shall not discriminate against any employee, applicant for employment, applicant or Workforce Innovation and Opportunity Act participant, subcontractor or potential beneficiaries of employment and training programs or projects because of race, color, religion, sex (including pregnancy, childbirth, and related medical conditions, sex stereotyping, transgender status, and gender identity), national origin (including limited English proficiency), age, disability, or political affiliation or belief.
Employer Representative Print Name: Click here to enter text.
Employer Representative Signature:
Date: Click here to enter text.
Submit application to:Steve Lockett, Director of Economic and Workforce DevelopmentIsothermal Planning and Development CommissionPO Box 841Rutherfordton, NC [email protected]
EMPLOYEE TRAINING GRANT PROGRAMREGION C WORKFORCE DEVELOPMENT BOARD
APPLICATION ASSESSMENT
BUSINESS NAME: Click here to enter text. DATE OF APPLICATION: Click here to enter text.
DUE DATE OF ASSESSMENT FOR BUSINESS NOTIFICATION OF AWARD: Click here to enter text.Questions for Business Services Representative to Present to Review Committee
Training Topic(s): Click here to enter text.
Summary of Training(s): Click here to enter text. Amount Requested: Click here to enter text.
Collaborative Training Program? ☐ Yes ☐ No QUESTION ANSWER COMMENTS
What is the structure of the business?
☐ For-profit☐ Not-for-profit
If for-profit, designation: Click here to enter text.
Has the business been in operation in NC for at least 12 months?
☐ Yes☐ No
Previous engagements with business: Click here to enter text.
Have the proposed employee’s to be trained been employed at the
business for at least 6 months prior to application submission?
☐ Yes☐ No
Comments: Click here to enter text.
Has the business previously used the state sponsored incumbent worker
program?
☐ Yes☐ No
If yes, indicate standing: Click here to enter text.
If yes, indicate previous total amount awarded: Click here to enter text.
Has the business exhausted all means of other training programs
(related to the training needs outline in this application)
available through the SBTDC andNC Community College’s
Customized Training Programs, that are available at no cost?
☐ Yes☐ No
Comments regarding discussions with the SBTDC and NC
Community College’s CustomizedTraining Programs: Click here to enter
text.
Has the business satisfied the non-federal share requirement of the
total amount requested?
☐ Yes☐ No
Amount of required non-federal share based on number of
employees / Amount signified in grant application: ☐ 10% Click
here to enter text.☐ 25% Click here to enter text.☐ 50% Click here to enter text.
Other Comments from the BSR for review committee: Click here to enter text.
QUESTIONS FOR REVIEW COMMITTEE QUESTION ANSWER COMMENTS
The training(s) addresses the skills gaps of an employee or group of employees
☐Strongly agree (5 points)☐ Agree (4 points)☐ Neutral (3 points)☐ Disagree (2 points)☐ Strongly Disagree (1 point)
Click here to enter text.
The training(s) will result in increased profitability, competitiveness, sustainability, etc. of the business
☐Strongly agree (5 points)☐ Agree (4 points)☐ Neutral (3 points)☐ Disagree (2 points)☐ Strongly Disagree (1 point)
Click here to enter text.
The training(s) proposed fall within the reimbursable requirements outlined in the business guidelines
☐Strongly agree (5 points)☐ Agree (4 points)☐ Neutral (3 points)☐ Disagree (2 points)☐ Strongly Disagree (1 point)
Click here to enter text.
The training topic is clearly aligned to the training need outlined in the application
☐Strongly agree (5 points)☐ Agree (4 points)☐ Neutral (3 points)☐ Disagree (2 points)☐ Strongly Disagree (1 point)
Click here to enter text.
The training provider has strong qualifications related to this training topic
☐Strongly agree (5 points)☐ Agree (4 points)☐ Neutral (3 points)☐ Disagree (2 points)☐ Strongly Disagree (1 point)
Click here to enter text.
The amount requested is reasonable in terms of the training topic(s) and the non-federal share is fairlyevaluated
☐Strongly agree (5 points)☐ Agree (4 points)☐ Neutral (3 points)☐ Disagree (2 points)☐ Strongly Disagree (1 point)
Click here to enter text.
Other Comments from review committee: Click here to enter text.
For BSR Total Combined Points: Click here to enter text. ☐Awarded (18 points or more)
☐Not awarded (less than 24 points)
EMPLOYEE TRAINING GRANT PROGRAM REGION C WORKFORCE DEVELOPMENT BOARD
AMENDED TRAINING PLAN SECTION I: JUSTIFICATION OF TRAINING CHANGE
Describe Why You Have Decided To Use Your Program Awarded for a Different Training Purpose: Click here to enter text.
SECTION II: TRAINING SUMMARY (IF APPLYING FOR MORE THAN ONE TRAINING, PLEASE ATTACH A SEPARATE PAGE FOR
SUBSEQUENT TRAININGS, IN THE FORMAT PROVIDED BELOW.) Training Topic/Course Title: Click here to enter text.
Course Description and/or Objectives: Click here to enter text.
Estimated Training Date(s): Click here to enter text.
Number of Trainees: Click here to enter text. Training Location: Click here to enter text. Name of Training Provider (Organization - if applicable): Click here to enter text.
Name of Trainer/Instructor: Click here to enter text.
Address, City, State, Zip: Click here to enter text.
E-Mail Address: Click here to enter text. Phone: Click here to enter text.
Qualifications of Trainer/Instructor to Teach Component (2-3 sentences): Click here to enter text.
SECTION III: BUDGET (IF APPLYING FOR MORE THAN ONE TRAINING, PLEASE ATTACH A SEPARATE PAGE FOR
SUBSEQUENT TRAININGS, IN THE FORMAT PROVIDED BELOW.) Category Program Funds
RequestedExplanation/Detail:
Training/Course Registration $ Click here to enter text. Click here to enter text.
Manuals/Textbooks $ Click here to enter text. Click here to enter text.
Training Certifications, Certificates,Credentials, Licenses
$ Click here to enter text. Click here to enter text.
Materials and Supplies $ Click here to enter text. Click here to enter text.
Total Amount Requested: $ Click here to enter text.
Employer’s Non-Federal Share (Indicate only one with information in corresponding table) ☐ My business has less than 50 employees, a 10% non-federal share is required for this program award.
Wages: $ Click here to enter text.
Facility Fee: $ Click here to enter text.
Meals/Travel: $ Click here to enter text.
Training EquipmentPurchase: $ Click here to enter text.
Total Non-federal share: $ Click here to enter text. ≥10% of the above total amount requested
☐ My business has between 50-100 employees, a 25% non-federal share is required for this program award. Wages: $ Click here to enter text.
Facility Fee: $ Click here to enter text.
Meals/Travel: $ Click here to enter text.
Training EquipmentPurchase: $ Click here to enter text.
Total Non-federal share: $ Click here to enter text. ≥25% of the above total amount requested
☐ My business has more than 100 employees, a 50% non-federal share is required for this program award Wages: $ Click here to enter text.
Facility Fee: $ Click here to enter text.
Meals/Travel: $ Click here to enter text.
Training EquipmentPurchase: $ Click here to enter text.
Total Non-federal share: $ Click here to enter text. ≥50% of the above total amount requested SECTION IV: TRAINING ABSTRACT (PLEASE PROVIDE ALL OF THE FOLLOWING INFORMATION ON A SEPARATE DOCUMENT)
1. Background information on the company;
2. Overview of the training and information to support the request and need for training; 3. Description of how the requested training will address the identified skills gaps, improve employee
retention, impact company stability, and increase the competitiveness of the employee and employer; 4. Reason for requesting financial assistance to conduct the training.
Submit Amended Training Plan to:Steve Lockett, Director of Economic and Workforce DevelopmentIsothermal Planning and Development CommissionPO Box 841Rutherfordton, NC [email protected]
Region C Workforce Development BoardEmployee Training Grant ProgramMonthly Trainee Progress Report
Report Period to
Training Activity (submit report for each activity)
Employee Name Start Date CompletedYes/No
Paid Invoice #
12345678910111213141516171819
Submitted by Date Company Representative
Approved by Date
Please provide a narrative describing the current progress toward the training plan or specific successes achieved or barriers encountered. Indicate the type of credentials earned to date or explanations or why individuals may have not successfully completed training
Region C Workforce Development BoardEmployee Training Grant ProgramMonthly Expense Report/Invoice
Invoice Number
Budget Line Item Current Period Expense
Prior Period Expense
Total Expensed to Date
Budgeted Amount Balance
Submitted By Date Company Representative
Approved By Date