IWT Budget Worksheet RFP Proposal.xlsx
XLSX spreadsheet 39 KB Posted
- Attached to
- Incumbent Worker Training (IWT)
- Solicitation number
- PE-29016-NONST-2026-000000053
- Issued by
- Georgia
About this file
This is an Incumbent Work Training (IWT) Budget Worksheet for use by employers applying for workforce development funding through the local workforce development area (LWDA) under the Workforce Innovation and Opportunity Act (WIOA). The worksheet is designed to calculate and document employer contributions to training programs, employee participant counts, training start dates, and the allocation of costs between WIOA funds and employer resources. The document functions as a planning and budgeting tool rather than a procurement solicitation, providing a standardized format for employers to input training program details across multiple cost categories including registration and tuition, instructor wages, manuals and textbooks, materials and supplies, certification and testing, trainee wages, equipment purchases, travel and lodging, facility usage, and other miscellaneous expenses.
The worksheet implements a tiered employer cost-sharing requirement based on company size: employers with 50 or fewer employees must contribute a minimum of 10 percent of training costs; those with 51 to 100 employees must contribute at least 25 percent; and employers with more than 100 employees must contribute at least 50 percent. The LWDA's reimbursement responsibility is contingent upon the employer meeting or exceeding the required minimum contribution threshold. The tool automatically calculates the cost per participant, the total WIOA-eligible costs, the required minimum employer contribution, and the eligible WIOA reimbursement amount based on inputs in designated cells. Trainee wages and non-reimbursable costs are designated for employer coverage only and do not reduce WIOA funding eligibility. The worksheet was revised as of July 1, 2024, and includes options for employers to view maximum WIOA allowable costs through a dropdown menu selection to optimize cost-sharing arrangements.
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Other files
| File | Type | Posted |
|---|---|---|
| Addendum _1.pdf | ||
| Request for Proposal.pdf |
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Text version
IWT Calculation
| Incumbent Work Training (IWT) Cost Worksheet | ||
| Company Name | ||
| Training Dates | ||
| # of Participants | 0 | Date |
| Version |
Jacquelyn Anderson: Select from Dropdown List Cell D5
| Category | Training Costs | Explanation | |
| WIOA Eligible | Employer-Covered | ||
| Training Registration/Tuition | (Ex: XXX Training tuition at $2500 per person x 40 employees) | ||
| Instructor Wages (if not included in tuition) | (Ex: Additional instructor wages outside of tuition for 320 hours instruction) | ||
| Manuals/Textbooks | (Ex: Microsoft manuals @ $30 x 10 employees = $300) | ||
| Materials/Supplies | (Specify) | ||
| Certification/Testing | (Specify type and cost including testing, etc.) | ||
| Trainee Wages | (Ex: 20 employees @ $19.60 x 320 hours training) | ||
| Training Equipment Purchased | (Specify and justify need) | ||
| Employee Training-Related Travel, Lodging and Food | (Specify and justify need) | ||
| On-site Facility Usage Costs | (Specify and justify need) | ||
| Off-site Training Space (e.g., Classroom Rental, etc.) | (Specify and justify need) | ||
| Other (Specify) | (Specify and justify need) | ||
| Totals | (A) | (B) | |
| $0 | $0 | ||
| Total Training Costs | (C) | Cost Per Participant |
Jacquelyn Anderson: Automatically calculates cost per participant of total IWT funds requested Cell B20; based on number of employees trained in Cell B4
| $0 | ERROR:#DIV/0! | |||
| Employer Size: | Employer's Non-Federal Share Percentage: | 50% | ||
| ERROR:#REF! | ||||
| Required Minimum Employer Contribution: (D) | $0 | |||
| Total WIOA Eligible Costs | Total WIOA Eligible Costs | Employer's Portion of WIOA Eligible Training Costs | $0 | |
| Eligible IWT Reimbursement: | ||||
| (E) | $0 | Final Employer Contribution: | ||
| (F) | $0 |
Requestor
Company Representative Date
Reviewer
ARC Business Services Representative Date
Approver
ARC Business Services Manager Date
| Tool Key | ||
| Yellow Boxes indicate a drop down menu. | ||
| Total WIOA Eligible Costs | Based on your inputs in column B, this is the total WIOA eligible costs associated with the training. An employer is only eligible for this total amount IF they have met their "Required Minimum Employer Contribution" (D). If an employer has not met their minimum contribution, the local area CANNOT pay the total WIOA eligible costs. | If "Total WIOA Eligible Costs" is selected from the drop-down menu, the "Employer's Portion of WIOA Eligible Training Costs " will always be $0. |
| Maximum WIOA Allowable Costs | Based on your inputs in columns B & C, this is the maximum portion of "Eligible IWT Reimbursement"(E) from the LWDA. | If Maximum WIOA Allowable |
Costs is selected from the drop-down menu, the amount in "Employer's Portion of WIOA Eligible Training Costs" will indicate the cost difference needed to balance the company's contribution and the LWDA's contribution based on the "Employer's Non-Federal Share Percentage". If the amount in this section is highlighted red, the company is contributing more than the LWDA.
| Eligible IWT Reimbursement: | |
| (E) | Based on your inputs in |
column B, this is the portion of training costs that the LWDA will be responsible for reimbursing through WIOA. If Maximum WIOA Allowable Costs is selected from the drop-down menu, the amount in this section will be the total from your inputs in the "WIOA Eligible" column and "Employer's Portion of WIOA Eligible Training Costs".
&G
&"Century Gothic,Italic"&10Revised 7/1/2024
Instructions
| IWT Calculation Table Instructions | |
| Step 1. | Enter the title of your program. |
| Step 2. | Enter the exact number of participating employees. |
| Step 3. | Enter the the starting date of your program's training. |
| Step 4. | Starting with the first blank section under the "Training Costs" |
column, labeled "WIOA Eligible" and "Employer-Covered", enter an approximate amount for Training Registration/ Tuition that you would like WIOA funds and/or your company to pay for.
For example, if 40 employees are participating and the cost for each person's training is $2500, then the total would be $100,000. You may choose any amount of the total $100,000 to put in each column. If you would like to have either WIOA or your company pay for the entirety of one category, you may leave the other blank.
This calculation process should be repeated through the "Certification/Testing" categories albeit with the appropriate estimated costs.
Step 5. Once you have made it to the "Trainee Wages" category, you will input the total amount for wages during the hours of training in the "Employer-Covered" section. Wages are not reimbursable under IWT, so the total amount will be covered by the company.
For example, if all 40 employees are paid $19.60/ hr. for the duration of 320 training hours, then you would input $250,880 in the space. (40 X $19.60 X 320 = $250,880)
This will be the same calculation process for the remaining categories as they are not reimbursable under IWT. Be sure to specify what items are being included and why they are needed in the "Explanation" sections.
Step 6. Skip down to "Employer Size" and enter the total amount of employees currently working at the company. This is used to determine what percent of funds are reimbursable.
The percentage that appears in "Employer's Non-Federal Share Percentage" will be used to calculate training costs and will adjust depeding on how many employees your company has.
For reference: The minimum amount of employer share in the IWT depends on the size of the employer and may not be less than:
• 10 percent of the cost, for employers with 50 or fewer employees;
• 25 percent of the cost, for employers with between 51 to 100 employees; and
• 50 percent of the cost, for employers with more than 100 employees.
Step 7. Once all contribution amounts for WIOA and your company have been decided, compare "Required Minimum Employer Contribution: (D)" and "Final Employer Contribution: (F)".
The Final Employer Contribution must be greater than or equal to the Required Minimum Employer amount. If the amount is not adequate, then you will be signaled by a red warning in the box.
Overall, the Final Employer Contribution will be the amount of money that your company will pay for the program.
| Step 8. | |
| (Optional) | If you would like to see the maximum amount that is eligible under WIOA, select the drop down menu in the box labeled "Total WIOA Eligible Costs" and select "Maximum WIOA Allowable Costs". |
This option will show you how much of the total training costs is.
Backgroup Formulas
| Total WIOA Eligible Costs | $0 |
| Maximum WIOA Allowable Costs | $0 |
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