DuPage County
Incumbent Worker Training (IWT)
Application
July 1, 2015 - June 30, 2016
Evaluation Criteria
Applications will be evaluated using the following criteria. For further information on these criteria, please review the Incumbent Worker Training Program Policy. Applications must be approved prior to the start of the training. Applications that are not filled out in their entirety will not be accepted.
Ø Eligible Industry Sector
Ø Quality of Training (Job-specific, hard skills or technical training vs. soft skills training)
Ø Type of Benefits to Company and Trainees
Ø Appropriateness of Costs
Ø Required Matching Costs
Ø Jobs Created or Retained
Ø Layoff Prevention Components
Ø Company Viability/Workforce Status
Required Application Attachments
Ø Attachment A: Employee Wage Match Form
Ø Attachment B: Project Budget
Ø Attachment C: Participant Detail Form (Complete an individual form for each employee who will be attending training. Note that Social Security Numbers are required for participation in this program.)
ReimbursementOnce all training as outlined in the application has been completed, the following items need to be submitted:
Ø Training Attendance Sheets
Ø Certificates of Completion/Credentials
Ø Invoices and Proof of Payment
Additional documentation necessary for reimbursement will be supplied once training has been completed.
I have read and understand the program requirements and evaluation criteria.
______
Signature
Incumbent Worker Training Application Cover Sheet
(Applications that are not fully completed will not be accepted.)
Date: Preparer’s Name, Organization:
Applying Business Information
Name:
Contact Person, Job Title:
Address:
City: State: Zip Code:
Telephone Number: FAX:
E-mail Address:
Federal Employment Identification Number (FEIN):
North American Industry Classification System Code (NAICS):
Ethnicity of Company Ownership:
Company History
Years in business
Number of employees
Company description / Products or services at the DuPage County facility
Please provide a detailed explanation of:
Project Outline
Name of Training Course(s) Applied For:
Name of Training Provider(s):
Number of Incumbent Workers to be Trained: *Note that each Incumbent Worker needs to have an employment history of at least 6 months with the company to be eligible*
Training Cost Amount Requested: $
Minimum Employer Match Requirement Amount:
For employers with 50 or fewer employees: 10% of the cost of training – Amount: $
For employers with 51 to 100 employees: 25% of the cost of training – Amount: $
For employers with 100+ employees: 50% of the cost of training – Amount: $
Is this project a green initiative? (If this project has any training aimed at reducing waste or energy consumption, or
for renewable energy jobs, click “Yes.”) Yes No
Does the training provide a skill upgrade sufficient to qualify the employee for a position of higher responsibility
and/or salary? Yes No
Layoff Prevention Strategy
Is this training project part of a layoff prevention strategy for your company?
Yes No
Please explain:
Please refer to the At-Risk Indicators described in the DuPage County Incumbent Worker Training policy. Check all
indicators that apply to your company’s current situation:
Declining Sales
Supply Chain Issues
Adverse Industry/Market Trends
Changes In Management Philosophy or Ownership
Worker Does Not Have In-Demand Skills
Strong Possibility Of A Job If A Worker Attains New Skills
Other “At-Risk” Indicators
Please explain the items you checked above.
Has your company had a WARN Act event (e.g. mass layoff) recently? Yes No
Has your company recently laid off employees that became covered under the Trade Act? Yes No
Need For Training
What are your company’s unique circumstances and challenges that make the training requested necessary?
How will training affect your company’s productivity, revenue, ability to compete or expand, etc.?
Will the trainee (or group of trainees) be retained by the company following the completion of training?
Yes No
What additional benefits will trainees experience as a result of training, e.g. skills upgrade, certification, promotion, etc.?
Is your workforce at risk of downsizing if training is not implemented?
If training is not implemented, what will the overall effects be on your company?
What tangible outcomes do you anticipate as a result of training?
Training Description
If more than one training course is being applied for, please complete a separate Training Description form
for each. Also, please provide a copy of the training curriculum for each course, if applicable.
1. Training Program
Name of Training Program/Course
Training Provider
Location of Training (Location Name, Address, City, State, Zip)
Instructor Information (First Name, Last Name, Phone, Email)
Description of Training (What is it? Topics covered?)
Start and End Dates/Training Schedule
Number of Employees Who Will Complete This Course
Occupations of Employees to be Trained (Include all job titles of trainees; if there are 25+ trainees, group job titles
into a few general categories, e.g. First-Line Managers, Machine Operators.)
How is training related to employees’ job functions?
Upon completing the course, each trainee will receive:
A certificate of completion Industry recognized credential Degree
Total Cost Of Training/Breakdown of Costs (e.g. instructor fees, manuals)
How will employer match be met? (e.g. trainee wages for the duration of training)
2. Training Program
Name of Training Program/Course
Training Provider
Location of Training (Location Name, Address, City, State, Zip)
Instructor Information (First Name, Last Name, Phone, Email)
Description of Training (What is it? Topics covered?)
Start and End Dates/Training Schedule
Number of Employees Who Will Complete This Course
Occupations of Employees to be Trained (Include all job titles of trainees; if there are 25+ trainees, group job titles
into a few general categories, e.g. First-Line Managers, Machine Operators.)
How is training related to employees’ job functions?
Upon completing the course, each trainee will receive:
A certificate of completion Industry recognized credential Degree
Total Cost Of Training/Breakdown of Costs (e.g. instructor fees, manuals)
How will employer match be met? (e.g. trainee wages for the duration of training)
3. Training Program
Name of Training Program/Course
Training Provider
Location of Training (Location Name, Address, City, State, Zip)
Instructor Information (First Name, Last Name, Phone, Email)
Description of Training (What is it? Topics covered?)
Start and End Dates/Training Schedule
Number of Employees Who Will Complete This Course
Occupations of Employees to be Trained (Include all job titles of trainees; if there are 25+ trainees, group job titles
into a few general categories, e.g. First-Line Managers, Machine Operators.)
How is training related to employees’ job functions?
Upon completing the course, each trainee will receive:
A certificate of completion Industry recognized credential Degree
Total Cost Of Training/Breakdown of Costs (e.g. instructor fees, manuals)
How will employer match be met? (e.g. trainee wages for the duration of training)
4. Training Program
Name of Training Program/Course
Training Provider
Location of Training (Location Name, Address, City, State, Zip)
Instructor Information (First Name, Last Name, Phone, Email)
Description of Training (What is it? Topics covered?)
Start and End Dates/Training Schedule
Number of Employees Who Will Complete This Course
Occupations of Employees to be Trained (Include all job titles of trainees; if there are 25+ trainees, group job titles
into a few general categories, e.g. First-Line Managers, Machine Operators.)
How is training related to employees’ job functions?
Upon completing the course, each trainee will receive:
A certificate of completion Industry recognized credential Degree
Total Cost Of Training/Breakdown of Costs (e.g. instructor fees, manuals)
How will employer match be met? (e.g. trainee wages for the duration of training)
5. Training Program
Name of Training Program/Course
Training Provider
Location of Training (Location Name, Address, City, State, Zip)
Instructor Information (First Name, Last Name, Phone, Email)
Description of Training (What is it? Topics covered?)
Start and End Dates/Training Schedule
Number of Employees Who Will Complete This Course
Occupations of Employees to be Trained (Include all job titles of trainees; if there are 25+ trainees, group job titles
into a few general categories, e.g. First-Line Managers, Machine Operators.)
How is training related to employees’ job functions?
Upon completing the course, each trainee will receive:
A certificate of completion Industry recognized credential Degree
Total Cost Of Training/Breakdown of Costs (e.g. instructor fees, manuals)
How will employer match be met? (e.g. trainee wages for the duration of training)
APPLICATION ATTACHMENT A
EMPLOYEE WAGE MATCH FORM
Name of Training Course / Number of Employees Attending Course / Number of Training Hours Per Individual / Hourly Wage of Trainees * / Total Wages For Duration of Training$ / $
$ / $
$ / $
$ / $
$ / $
$ / $
Total Estimated Wage Match: $
Minimum Required Match Amount (10% of training costs): $
* Use average or estimated hourly wage of trainees.
Exact wage information for each trainee will be submitted
after the application is approved.
APPLICATION ATTACHMENT B
PROJECT BUDGET
Project Budget DuPage County Share (Up to $25,000)
$ $
Training Costs
$ $
Training Materials
$ $
Other Costs
$ $
Total
$ $
Notes
1. Any remaining balance exceeding $25,000.00 will be paid for by the applying business and will count toward
the 10% match requirement.
2. Training Costs should include internal/external trainers and/or tuition-based costs.
3. Training Materials should include costs for manuals and other materials necessary to complete training course.
Any item which can depreciate in cost, such as the purchase of equipment, will not be considered an allowable
cost. Documentation of the purchase of any training materials is necessary for reimbursement.
4. Other Costs should include any other allowable training cost not included in the above categories. Travel
expenses are not allowable for reimbursement and can only count toward the 10% match requirement.
5. If trainee wages are being used as the employer match, they must be identified in Attachment A of application.
APPLICATION ATTACHMENT C
PARTICIPANT DETAIL FORM
**Complete one Participant Detail Form for each employee who will be attending training. These forms must be
submitted immediately after approval of this application.**
Name of Company:
Trainee’s Last Name: Trainee’s First Name:
S.S.N.: Zip Code of Residence:
Job Title: Hourly Wage:
Employment Start Date:
Military Status:
Not a Veteran
Veteran
Qualified Spouse
Transitioning Veteran
Prefer Not To Answer
Disability:
None
Prefer Not To Answer
Yes
Disability Affecting Employment
Developmental Disability
Learning Disability
Ethnicity (check all that apply):
American Indian or Alaskan Native
Asian
Black
Hawaiian or Pacific Island
Hispanic
White
Prefer Not To Answer
Course(s) Trainee Will Be Attending: