Incumbent Worker Training (IWT) Grant is sponsored by Bay Area Workforce Development Board (Wisconsin). The Incumbent Worker Training grant provides funding to employers who want to upgrade the skills of their current employees to enhance their expertise, avert layoffs, and make their business more competitive. This can include manager training and leadership development.

# INCUMBENT WORKER TRAINING GRANTS Applications for Fall 2025 Due at Noon (12:00 PM) on Friday, August 29, 2025 All questions and applications must be submitted to: kowens@bayareawdb. org Bay Area WDB is an Equal Opportunity Service Provider and Employer.

If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1.

2 ABOUT INCUMBENT WORKER TRAINING (IWT) GRANTS Boost Your Employees’ Skills! In today’s ever -changing marketplace, the importance of job training has never been greater. Our Incumbent Worker Training (IWT) grant is a way to keep your organization competitive.

The IWT grants provide funding to employers who want to upgrade the skill s of their current employees to enhance their expertise in the workplace, avert layoffs, and make their business more • Participating businesses must have a facility located in Wisconsin. • Employers select the training to be provid ed to their employees. • Trainings may range from 1 day to 16 weeks.

• Employers complete and submit an application , a detailed training description, training invoice , trainee form(s) and job description (s) for each employee going to the training. Please note that the training program cannot have started , must be new a training program that will start between the time periods listed below.

• After the employees successfully complete the training, the employer may be reimbursed between 25% and 75% of c osts of training their workers.

Training costs cannot include travel, equipment, training supplies or materials such as books, manuals, etc. Businesses interested in this grant opportunity may apply for a funding cycle to offer training programs that will be delivered to their workforce between the following periods: • Fall 2025 : Training programs may range from 1 day to 16 weeks and be held between September 30th, 2025 - January 30th, 202 6 • Funding Amount Available: $25,000 This is a great opportunity to plan for training programs that have been delayed due to limited resources and to further engage your workforce for positive results.

The IWT program provides a win -win situation for businesses and employees. • Increased Competitiveness • Advance ment Opportunities • Increased Job Opportunities • Industry -Recognized Credentials • New Skills for Continued Growth If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org.

Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1. > Bay Area WDB is an Equal Opportunity Service Provider and Employer.

An eligible applicant is a business across any industry sector that: • Has been in continuous operation for the 12 months immediately p rior to the application • Agree s to cooperate with the data collection requirements, and • If participated in the past, have a successful history with IWT’s and all requirements.

Where a union bargaining agreement exists and is applicable to the tr aining for the employee, the IWT program must not conflict with that agreement. The business must obtain written concurrence of the bargaining unit. Written concurrence must be submitted with the IWT application in order for the contract to be reviewed for approval.

Funds provided to businesses for the IWT program must not be used to directly or indirectly assist, promote or deter union To qualify as an incumbent worker, the employee must: • Be directly employed by the company for a period of no less than 6 months *, • Be at least 18 years of age, • Work at least 32 hours per week, • Earn an hourly wage above the state minimum wage, • Agree to cooperate with the data collection requirements, and • Meet the Fair Labor Standa rds Act requirement for an employer -employee relationship.

*In the event that the incumbent worker training is being provided to a cohort of employees ,not every employee in the cohort must have an established employment history with the employer for 6 months or more as long as a majority of those employees being trained do meet the employment history requirement.

IWT funds will be used to reimburse businesses providing training on a graduated scale based on the size of a business and results of credential attainment, wage increase, and promotion resulting in an open position. Such participating employers must pay the remaining share of the costs not covered.

For example, ABC Company will train one worker that will result in a credential attainment and a wage increase upon completion of the training. The size of company is 80 and the total cost of the training is $5,000. ABC Company will tentatively receive a total reimbursement of $3,250 ($5,000 x 65%).

If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1.

> Bay Area WDB is an Equal Opportunity Service Provider and Employer. Reimbursement is Based Upon Receiving One or More of the Following 3. Credential Attainment + 25% 40% 50% Note : Size is calculated based on number of employees in Wisconsin and does not include employees located in other states.

Grant Amounts: IWT funds are limited and are therefore awarded as funds are available. EXAMPLE S (Workforce Development Boards across Wisconsin) Training Program Training Type $2,400. 80 • PC -DMIS CMM 101 • On The Job Training for Team Lead • Ispen U Training for Vacuum Furnace Dynatect $3,679.

00 • Human Resources Foundational Training • In -House Training HUSCO $8,526. 25 • High Impact Presentations • Dale Carnegie Training Innovative Signs $772. 46 • SDC Channel Letter Trimmer Training • In -House Training Liberty House $7,293.

75 • Professional Development - Home • Community -based Residential Facilities $2,704. 00 • Water Restoration Technician $3,748. 75 • Paulson's ProEx Customized Instructor -Led Blow Molding Training and Certification Versevo $5,939.

43 • Coachi ng • Laser Safety Officer Training Technical College If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1.

> Bay Area WDB is an Equal Opportunity Service Provider and Employer. This training grant announcement is open to all industry sectors. Factors to consider when submitting an application include the following requirements and options: • Training does not only improve the skills of employees but also improve the business’s processes and competitiveness and/or avert a layoff.

• Training will result in an industry recognized certificate or credential. • Training may be provided between the dates of September 30, 2025 and January 30, 2026 . • Training may range from 1 Day to a maximum of 16 Weeks.

• Past or in progress trainings are not eligible , it m ust be a future training. • Training must not begin prior to award notification and contracts being fully executed , including any required attachments. The following are components of the training programs that would strengthen the application, but are not required.

• Training shows at least 20 current openings with a median salary of at least $34,000, but not required. • Training applications may be submitted as a group of businesses, it is encouraged but , o If funding is limited, preference will be given to a group of businesses to maximize training dollars. • Training may be for a group of employees, but not required.

o If funding is limited, preference will be given to group trainings to maximize training dollars. • Training may be provided by a registered training provider listed on the state’s Eligible Training Program List (https://dwd. wisconsin.

gov/etpl/home/programsearch) and/or coincides with Wisconomy’s Long -Term Occupation Projections List (https://jobcenterofwisconsin. com/wisconomy/pub/occupation. htm#Viz) for WDA 5, but not required.

• Training completions that will result in a wage increase and/or promotion resulting in an open position [per WIOA section 134 (d)(4)(A)(ii)] will be given preference, but not required. TRAINING RESTRICTIONS - This is not a definitive list. • Trainings excludes c-suite positions, top-level executives, and individuals at the top of their career ladder.

• IWT funds cannot be used to pay the wages of incumbent worker employees during their participation in a training but, they can be considered part of the total budget. o The r eimbursement amount (%) cannot exceed the total budget, less staff wages.

• When a relocation of a business results in the loss of employment of any employee of such business, no funds provided for employment training can be used for incumbent worker training until after 120 days has passed since the relocation that caused the loss of employment at an original business location in the United States.

If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1.

> Bay Area WDB is an Equal Opportunity Service Provider and Employer. • Funds will not be used to cover travel, equipment, training supplies or materials such as books, manuals, etc. • Businesses administering a current Wisconsin Fast Forward and/or Workforce Advancement Training (WATS) grants, or similar grants, are not eligible to receive IWT funds.

• Training for an employee who is employed through a temporary employment agency is not allowed. IWT may be utilized with an established business to train an employee that has been employed by the company for a period of no less than 6 months. • Required/regulatory training – training mandated by any other public agency or department is not eligible.

These trainings may include, but are not limited to EPA, Hazardous Waste, FDA, Workers Compensation, OSHA, etc. • Training which would result in advanced degrees such as associate, bachelor, master, or doctorate. • Training already being reimbursed by another state or federal training program (e.g., Other Workforce Development Boards, National Emergency Grants, etc.).

• Employee travel, food, or lodging costs related to program participation. • Wages of trainees while being trained. • Purchases of capital equipment or other durable (long lasting/reusable) training materials/equipment.

• Training in sectarian activities. Examples of Acceptable Trainings: • Training to gain or maintain an industry recognized certificate/credential. • CD ‐10 training – training that teaches coding professionals how to become proficient in the ICD ‐10 ‐CM and ICD ‐10 ‐PCS coding or other similar systems.

• Training for improved process efficiency as identified by industry professionals. • Training from a national, regional, or state trade association that offers an independently certified training curriculum and testing. • Training provided in conjunction with the purchase of a new piece of equipment or in automating production systems.

• Upgrade of computer skills (e.g., Microsoft Excel, Access). • Seminars/workshops/webinars are eligible, however, they must have an assessment or “test” tied to it to be eligible for this program. Businesses must indicate in the application what assessment of skills is included for this type of training to justify it will improve economic competitiveness.

Failure to include this may exclude the application from consideration. • English Language Learning for managers or staff to enable them more effectively communicate with limited English employees. If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb.

org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1. > Bay Area WDB is an Equal Opportunity Service Provider and Employer.

12:00 P. M. on Friday, August 29 , Deadline for application submissions must be received via email to kowens@bayareawdb.

org. Only fully completed applications submitted via email will be accepted. September 15-30, 2025 Award notification(s) and contract(s) will be issued.

Organization must review and sign contract before starting training program , in addition to other required documentation. NOTE : Failure to submit documents by due dates will result in applications being denied. Proposals will be ranked using the following scorecard.

Based upon funding level and scores, trainings will be approved in order based upon their overall scores. If there is limited funding and two proposals have the same score, preference will be given to the smaller sized business of the two. Size will be determined based on business location with in one of the 11 Counties of the Bay Area Workforce Development Board .

A maximum of 100 points are possible under the following criteria: Training Type and Outcome (Max of 20 points) • Training results in an industry recognized certificate or credential (10 pt s) • Training type shows at least 20 current openings with a median salary of at least $34,000 Number of Businesses Benefiting from the Training (Max of 15 points) • Two businesses are submitting the proposal together.

( 10 pts) • Three businesses are submitting the proposal together. ( 12 pts) • Over three businesses are submitting the proposal together. ( 15 pts) Number of Trainees Benefiting from the Training (Max of 35 poin ts) • One trainee will be trained.

( 15 pts) • Two to five trainees will be trained. ( 25 pts) • Six to ten trainees will be trained. ( 30 pts) • Over ten trainees will be trained.

( 35 pts) If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1.

> Bay Area WDB is an Equal Opportunity Service Provider and Employer. Type of Training Provider (Max of 5 points) • Training provider is listed on the state’s Eligible Training Provider List . (5 pts) Long -term Training Outcomes (Max of 25 points) • Training will result in a wage increase .

(10 pts) • Training will result in a promotion resulting in an open position . (15 pts) APPLICATION CHECKLIST NOTE : Incomplete applications with missing supporting documents will not be accepted. ☐ Submission of an accurate and fully completed Incumbent Worker Training (IWT) Application * with the applicable attachments.

*If multiple employers are applying together, each employer will complete Section 1 of Application. The lead employer will complete a full application and attach additional Applications. The Following are required to be submitted after an Award ☐ Trainee Form(s) : For each employee that will participate in the training program, a trainee form must be submitted with IWT application.

Example, 5 employees will be trained in ABC training program, 5 completed trainee forms are submitted with IWT application. ☐ Job description(s) for each employee (s) current position, to be trained. NOTE : if the training is for a seminar, workshop, or webinar, there must be a test or assessment provided.

☐ In-House Training Invoice : If training is occurring in-house, a letter on company letterhead, that details costs, may be submitted. Refer to “ In-House Training Template ” Invoice Form - Attachment C. Required only if training ☐ Union Form : Where a union bargaining agreement exists and is applicable to the training for the employee, submit a Union Concurrence Form.

Refer to “Union Form” - Attachment D. employee(s) participating in training are in a union . If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb.

org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1. > Bay Area WDB is an Equal Opportunity Service Provider and Employer.

A. Application Form (Required) (Required after grant award agreement issued) i. Corresponding Job Descriptions C.

Invoice Template ( If applicable) If you need this information or printed material in an alternate format or in a different language, services are available free of charge by contacting us at 920-617-1384 or info@bayareawdb. org. Deaf, hard of hearing or speech impaired callers can reach us through Wisconsin Relay Service at 7-1-1.

Bay Area WDB is an Equal Opportunity Service Provider and Employer.