Located in:
- Program-specific Requirements for Adult, Dislocated Worker, and Youth Activities under Title I-B
The Unified or Combined State Plan must include the following with respect to activities carried out under subtitle B—
b. 5. Describe the State’s criteria regarding local area transfer of funds between the adult and dislocated worker programs
Current Narrative:
West Virginia recognizes that WIOA allows up to 100% of funds between programs with prior approval from the Governor. The state will ensure that any transfer of funds between WIOA programs complies with the WIOA law. LWDBs are required to record and document the use and application of local funds in accordance with instructions set forth in the grantee-sub-grantee agreement.
Requesting and gaining approval for a transfer of funds begins with a request to the state from an LWDB. The request must specify the type of funding (whether adult or dislocated worker) to be transferred to the other program. As part of the request, LWDBs must answer the following questions:
- Are there adequate funds to maintain services to currently enrolled participants?
- What is prompting the request?
- How will you respond to unforeseen events?
All requests for transfer must include a written justification addressing each of the above-mentioned considerations and the reasons such transfer is necessary to provide adult or dislocated worker employment and training activities.
West Virginia believes in providing appropriate flexibility for service delivery, so approval for a request is based upon:
- Ensuring that funds are available to serve all dislocated workers needing assistance
- Alignment with the need for funds transfer with populations being served in the local region
- A clear plan for use of funds with a priority on funds availability for skills training
- Appropriate rationale for the funds transfer and use of funds
Funds shall retain the year of appropriation identity (e.g., program year allocation) and must be reported and accounted for accordingly. To transfer funds, the LWDB will use the transfer-related expenditure codes of the program from which funds are being transferred in the state's financial system to report costs incurred by the program receiving funding.
WFWV will coordinate the funds transfer request and will update the WVWDB annually.
The transfer limit of up to 100 percent, with approval from the state, shall apply to new allocations of adult and dislocated worker funding issued in the fiscal year beginning on or after July 1, 2015. This higher transfer limit does not apply to funds received in a prior fiscal year that may be carried into the new fiscal year. The level of transfer authority that existed at the time the funding was awarded shall continue to apply to those funds for their period of availability at the local level.
Through the state’s monitoring system, fiscal monitors will review the area’s transfer of adult and dislocated worker funds during the annual onsite monitoring review for compliance with federal and state laws and regulations. Any issues will be handled through the state’s monitoring resolution process.
WFWV Policy 01-17