Status
Subject
Incumbent Worker Training Waiver
Effective Date
May 13, 2009
Expiration Date
October 09, 2013
Subject Index
Purpose
This policy provides Local Workforce Investment Boards (LWIBs) with updated information and guidance on implementing the approved waiver granting authority to divert up to ten percent (10%) of adult and dislocated worker allocations to support incumbent worker training programs. As of July 1, 2008, youth allocations are no longer allowed to be used to support incumbent worker training programs. These programs will assist Economic Development Regions (EDRs) and/or Local Workforce Investment Areas (LWIAs) in developing a full continuum of training services that address the needs of the existing workforce, the unemployed, underemployed, and new entrants to the labor force.
Issuances Affected
State References
07-PL-40 Training Expenditure Requirement
01-PL-31 CH2 Reporting of Obligations and Re-allotment under the Workforce Investment Act (WIA)
00-PL-14 Pre-Award Survey for Relocating Establishments
Federal References
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Workforce Investment Act of 1998, 117 (e), 118 (c), and Section 134 (a)(3)(iv)(I)
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Workforce Investment Act Final Rule; Section 661.345, 665.220, 665.268, and 667.268
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29 CFR 97.24
State Rescissions
Policy Definitions 
Glossary terms and acronyms have been compiled from the Workforce Innovation and Opportunity Act (WIOA), WIOA Final Rules, Department of Commerce and Economic Opportunity (DCEO) issued WIOA Policies and Notices, and other sources. This glossary provides commonly used terminology in our programs. They do not supersede definitions found in a particular article or section of the Act, Final Rules, or DCEO guidance. Questions regarding this list should be directed to Mark Burgess at
mark.a.burgess@illinois.gov.
Employed Worker 
An individual who is employed and is determined to be in need of intensive service to obtain or retain employment.
Incumbent Worker a) An individual (or group of individuals) with an employment relationship with a participating employer or group of participating employers in a targeted industry (as cited in the local plan); and b) An individual who is receiving upgraded skills training: 1) to increase his or her skills in an occupation in which the individual is already an incumbent; or 2) to prepare the worker for entry into a new occupation within the targeted workforce (i.e., the workforce of the participating employer or group of employers).
Participating Employer The primary customer(s) for incumbent worker training services. This may be a single employer or group of employers and may be locally defined. Such employers must be actively participating in a WIA funded incumbent worker training program. And, such employers must be industry focused. For example, a group of employers may be associated due to supply relationships, such as an original equipment manufacturer (OEM) and the firms in the OEM’s supply chain. Or, a group of employers may be associated through an industry-related organization.