Policy Chapters and Sections

Minimum Expenditure Level

Chapter: 8 Section: 4.4
Effective Date: 7/1/2018
Expiration Date: Continuing
Published Date: 8/18/2021 2:01:55 PM
Status: Current
Version: 3

Tags: Fiscal Reporting and Accountability, Incentive Award, Training Expenditure, Administration, Fiscal

  1. The minimum expenditure level for the combined calculation of Adult and Dislocated Worker funding streams is fifty percent (50%).
  2. The calculation below determines whether the LWIB is meeting the minimum training expenditure annually:
     

    Combined Training Program Expenditures Incurred of the Adult and Dislocated Worker Programs (as defined in the Allowable Costs Towards Training Expenditure section, including Leveraged Training Resources)
    ÷
    Total Program Combined (Training and Non-Training) Expenditures Incurred of the Adult and Dislocated Worker Programs
    =
    Annual Training Program Expenditure Percentage

    1. Leveraged Training Resources are calculable in amounts that do not exceed ten percent (10%) of total Adult and Dislocated Worker formula funds.
       

      Example Calculation for an LWIB with $600,000 in total Adult and Dislocated Worker formula funds:

      Leveraged Training Exp

       $   70,000

      Max Calculable (10%)

       $   60,000

      Calculable Leveraged Funds

       $   60,000

    2. Annual total program expenditure percentages are based on Adult and Dislocated Worker Calculable Training Expenditures plus Calculable Leveraged Training Funds.
       

      Example Calculation:

      Funding Stream

      LWIB Example Expenditures

      Formula Direct Training*

       $ 250,000

       

      Calculable Leveraged Funds

       $   60,000

       

      Total Calculable Training

       $ 310,000

      51.7%

      Formula Total Expenditures

       $ 600,000

      100.0%

      *Includes expenditures reported against prior year carry-in and current year expenditures

  3. The total training expenditures incurred and total expenditures incurred for the program year are regardless of the program year charged.

 

 

 

 


WIOA Final Rules, Part 677, Subpart A - State indicators of performance for core programs

WIOA Final Rules, Part 677, Subpart F - Performance reporting administrative requirements

WIOA Final Rules, Part 678, Subpart C - Memorandum of understanding for the one-stop delivery system

WIOA Final Rules, Part 680, Subpart C - Individual training accounts

WIOA Final Rules, Part 680, Subpart F - Work-based training

WIOA Section 134 - Adult and Dislocated Worker Employment and Training Activities, Use of funds

WIOA Final Rules, Part 681, Subpart C - Youth program design, elements, and parameters

WIOA Final Rules, Part 680, Subpart A - Delivery of Adult and Dislocated Worker Activities

Training Provider and Training Program Eligibility

On-the-Job Training (OJT)

Regional and Local Planning Requirements

Incentives and Sanctions for Performance

2 CFR 2900 Uniform Guidance UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS

2 CFR 200 Uniform Guidance UNIFORM ADMINISTRATIVE REQUIREMENTS, COST PRINCIPLES, AND AUDIT REQUIREMENTS FOR FEDERAL AWARDS

USDOL Training and Employment Guidance Letter (TEGL) No. 08-18, Workforce Innovation and Opportunity Act (WIOA) Title I and Wagner-Peyser Act Waiver Requirements and Request Process (December 19, 2018)

No Forms & Instructions Found
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