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Incumbent
Worker Training
Program

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INCUMBENT WORKER TRAINING

Flexible solutions for your business needs

The Incumbent Worker Training program is a competitive grant program, that provides grant funding to help eligible Montana small businesses train their existing (incumbent) workers. It also helps preserve existing jobs for Montana residents. Training can be customized to meet specific needs.

QUALIFYING BUSINESSES

  • In operation in Montana at least one year
  • No more than 20 employees per location, and no more than 50 statewide
  • Must be registered with the Montana Secretary of State’s Office as a(n): Association, Corporation, LLC, Partnership, or Sole Proprietor.
    * Some exceptions apply.

WHICH EMPLOYEES QUALIFY?

Permanent employees must work at least 20 hours a week on average and have completed their probationary period to qualify for grant funding.

TYPES OF TRAINING THAT MAY QUALIFY

Training must be skill-based or result in a certificate or accreditation and improve productivity, efficiency, or wages in the worker’s existing job.

Training should be short-term and the business must have a demonstrated need for the training as a way to remain competitive in their industry or the economy.

COSTS THAT MAY QUALIFY FOR REIMBURSEMENT

Grant funding may reimburse all or part of the costs of training eligible employees.
Reimbursable expenses include:

  • Tuition, registration, fees, and required materials. Asset purchases are not eligible.
  • Transportation required to attend training such as mileage or airfare.
  • Lodging required to attend training.

HOW TO APPLY

Applications are obtained from and evaluated by non-state advocates that make recommendations to the Department regarding funding requests. These advocates are members of the Business Expansion and Retention teams, the Montana Manufacturing Extension Center at MSU Bozeman, and the Small Business Development Centers sponsored by the Montana Department of Commerce. Contact your local Job Service Office to find out which advocates serve your community.

Applications should be submitted at least two weeks before the training is scheduled. Each advocate organization meets to review applications on a different schedule, so please allow two weeks to 30 days for applications to be reviewed.

GRANT FUNDING IS LIMITED

Grant funding is allocated to the Department on a State Fiscal Year (July 1st – June 30th), and is available on a first come, first served basis.

The grant allows up to $2,000 per year per full-time employee, and up to $1,000 per year per permanent part-time employee.

Funding is allocated to the Department of Labor & Industry at the discretion of the Montana Legislature, and is not guaranteed.

REQUIREMENTS IF YOU CHOOSE TO APPLY

The business must be a client of a recommending entity, which at a minimum requires a meeting and request for services.

Specific information about the training such as itemized costs, dates, and how the training will benefit both the business and the employees. Businesses must also be able to contribute the matching funds.

The recommending entity will help the business determine what they need to document eligibility of the business, the employees to be trained, and the training being considered.

Your advocates will provide you with the following documents, which will become your application packet and will be used to determine your eligibility for an Incumbent Worker Training Grant.

  • APPLICATION (documents the eligibility of your business and your employees), form IWT-001
  • STRATEGIC TRAINING PLAN (explains how and why the training is valuable for your business and employees), form IWT-001-STP; and
  • MATCH CALCULATIONS WORKSHEET (itemizes costs), form IWT-001-MCW

You will also need to include:

  • A list of all employees with their average hours worked and dates of hire so we may verify eligibility of your business and the workers you wish to train; and
  • Proof of registration in good standing with the Montana Secretary of State’s office www.sos.mt.gov, or an explanation supporting why you are not required to register.