Tri-County Workforce Investment Board, Inc. (TCWIB)
Industry Partnership Procurement
All TCWIB procurement rules must be followed for purchases made by TCWIB for the industry partnerships.
Industry Partnership funds are from public tax dollars. Procurement policies in the private sector may not pass public scrutiny. Therefore, industry partnerships could be asked to defend spending policies and should have a documentable system that allows for transparency. When an agency or company makes a purchase on behalf of an industry partnership under $2,500, TCWIB does not require that procurement procedures be followed but does strongly recommend it.
Training Procurement Options
1. Shared Training – Set up by TCWIB – TCWIB procurement rules are followed. A minimum of three employers need to review quotes/proposals received.
2. Shared Training – Set up by Companies – Companies need to write up the procurement process used for approval before training is held. TCWIB recommends for transparency sake to solicit multiple bids for training. Companies will be reimbursed.
3. Individual Company Training – Company choice. TCWIB recommends that multiple bids should be solicited for training for transparency. If an employer is planning on providing the training in-house (on its own), TCWIB is requiring a written narrative explaining the training process prior to the implementation of the training. If an employer is planning on hiring an outside provider to do the training, TCWIB is requiring the written procurement process. If there is not a written procurement process in place, then it is required to obtain at a minimum three costs from three different providers to provide this training and submit these three costs to TCWIB prior to scheduling the training. You will have to submit a brief narrative with the three costs attached.
Tri-County Workforce Investment Board, Inc. (TCWIB)
Source and Supporting Documentation for Invoicing for RCEP and Industry Partnership Funding
In order to receive reimbursement for industry partnership and RCEP expenses, TCWIB must have source documentation. TCWIB will not prepay any expenses from industry partnership or RCEP funding. Any materials not used for the intended use are the property of TCWIB and must be returned to TCWIB.
Examples of Source Documentation (Preferred)
Original Receipts or copies
Original Invoices or copies
For Travel
Mileage odometer readings
Hotel invoices
Meal receipts
Tolls and parking fees
Examples of Supporting Documentation
Proof of Payment – Cancelled Checks
Minutes from meetings with approved amounts
Scholarship applications, review process, scoring sheets, rationale for choice
Public Sponsorship forms for camps, events, etc.
Copies of newspaper ads - tear sheets
Training Invoices – Must have date of training, name of training, the number of those attending training, and the names of the companies
Outcomes Reports – to show that the activity took place – Information should include where, when, what, who, and how many.
Please Note: These lists are not all-inclusive but are intended to serve as a guide for invoicing.
