Operational Guidance | OG 11-2021 Voluntary Transfer of Workforce Innovation and Opportunity Act (WIOA) Funds
- Date: May 14, 2021
- Subject: Voluntary Transfer of Workforce Innovation and Opportunity Act (WIOA) Funds
- From: Andrea L. DeSantis, Assistant Secretary for Workforce
Purpose:
To transmit procedures for voluntary transfers of WIOA funds between Local Workforce Development Areas (Local Areas) and to rescind PS 09-2016.
Background:
Local Areas may negotiate a voluntary transfer of current Program Year funds with the approval of the Workforce Development Board Chairman and the Chief Local Elected Official of both Local Areas, and the concurrence of the Division of Workforce Solutions (DWS).
Action:
Upon receipt of Administrative Adjustment (AA) requests, with required documents (attached) from the participating Local Areas, the DWS will issue Notices of Fund Availability (NFA) reducing funds from the donor and increasing funds for the recipient. Funds must be transferred within a single funding category. Each Local Area involved must submit an AA request via the Workforce Information System Enterprise (WISE) to the Local Area Plan to remove or add funds.
Donor Local Areas must ensure that the amount of funds available to be drawn down is greater than the amount of the proposed transfer. The donor Local Area must also ensure that the amount of the transfer does not reduce the Program Year fund availability below actual expenditures. Administrative funds may be transferred only if in conjunction with Program (formula) funds.
Transfers involving WIOA Adult and Dislocated Worker funds retain the following: 20% expenditure maximum for incumbent worker training and 10% expenditure maximum for transitional jobs. Each maximum is calculated on the increased funding level for the recipient Local Area and the reduced funding level of the donor Local Area.
Transfers involving Youth funds retain the 75% required expenditure minimum for Out-of-School Youth; the 75% minimum is calculated on the increased funding level for the recipient Local Area and on the reduced funding level for the donor. Transfers involving WIOA Youth funds retain the 20% required expenditure minimum to provide In-School and Out-of-School Youth with paid and unpaid work experiences. Each minimum is calculated on the increased funding level for the recipient Local Area and the reduced funding level of the donor Local Area.
All transfer requests and transfer forms must be submitted to the DWS by the last working day of the month of May of the current year.
Effective Date:
Immediately
Expiration:
Indefinite
Contact:
DWS Planner
Attachment:
- WIOA Voluntary Transfer Request for Local Workforce Development Area Releasing Funds
- WIOA Voluntary Transfer Request for Local Workforce Development Area Receiving Funds