Effective July 1, 2005, this Technical Advisory supersedes the previous Transfer Request TA: Technical Advisory 04-7, dated May 24, 2004.

The Workforce Investment Act Final Rules, Section 667.210(a)(2) grant Local Workforce Areas the authority to expend no more than ten percent (10%) of the amount allocated to a Local Area under Sections 128(b) and 133(b) of the Act on Administrative purposes.

As of July 1, 2005 any request to transfer funds from previous program years will not be processed.

1. All transfer requests must be submitted to the Office of Contract Review and Expenditure Control (OCREC) no later than the end of the first year of the availability period of the Program Year - e.g., PY 05 transfers must be requested by June 30, 2006. A form for requesting a transfer of funds and directions for form submittal are available on the Workforce Development website, http://www.workforcenewyork.org under “Information”, “Forms”.

2. Funds retain their year-of-appropriation identity and must be tracked, accounted for, and reported accordingly.

3. When transferring between Title 1B Adult and Dislocated Worker funds:

   The transfer amounts are based on Local Workforce Investment Area allocations including any supplemental allocations not specifically excluded when awarded.

4. When transferring funds from Administration back to the originating Program Funds:

   The transfer amount is that portion of the administration funds being transferred back to its original program fund. No more than the original ten percent (10%) designated as Administration when the funds were awarded can be returned to Program funds. For example, if the Program Fund allocation (in this case, Adult) is $100,000, then $90,000 must be used for Program activities and no more than $10,000 may be used for program Administration. The transfer authority allows that no more than the original $10,000 may be transferred from Administration funds back to Adult Program funds.