Questions & Answers

Answers to the most frequently asked questions.

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ABOUT THE CHALLENGE & ELIGIBILITY

1
What is the Building the Future Workforce Challenge?

In May 2026, the Building the Future Workforce Challenge was launched to identify, test, and scale sustainable, tech-forward solutions that will strengthen the advanced manufacturing and technician workforce—today and for the future. This challenge welcomes fresh perspectives on training from various sectors and geographies and will award up to five teams $1 million each to implement their bold solutions over a maximum two-year project period. Winning solutions will have the opportunity to be implemented in one or more Caterpillar facilities and Caterpillar communities in the United States, Brazil, India, or Mexico—providing a testing ground for introduction, replication, and scale.

Note: The testing, evaluation, monitoring and/or assessing the feasibility, viability or implementation potential of winning solutions will occur in select Caterpillar facilities or Caterpillar communities. Applicants will identify their preferred locations on the registration and application forms.

2
Who can participate? (Updated July 8, 2026)

The Building the Future Workforce Challenge requires each applicant to identify a Lead Organization who will assume responsibility for the receipt and management of any award.

While Lead Organizations may be located anywhere around the world, teams must demonstrate the ability to implement their proposed solutions within the continental United States, Brazil, India, or Mexico. The following types of organizations are eligible to apply as a Lead Organization:

  • For-profit, limited liability company or partnership
  • Non-profit or fiscally-sponsored non-profit (including 501(c)(3) and 501(c)(6) entities)
  • College or university
  • PreK-12 public, private, or charter school Note: If awarded, solutions led by educational entities should implement their proposed solution at more than one school and should not be limited to serving only that Lead Organization.
  • Benefit corporation, flexible purpose entity, or similar “hybrid” entity

Please note: Past awardees, as well as organizations funded only through Caterpillar’s United Way or Caterpillar Foundation employee matching programs—are eligible to participate.

Organizations currently receiving funding from the Caterpillar Foundation or the Caterpillar Inc. Social Impact Fund are not eligible to participate as a Lead Organization or team member, regardless of program alignment. An exception is federated organizations IF the applicant operates independently (see more information below).

Regional or location-specific branches of eligible larger organizations, federated organizations, as well as departments, schools, and non-profits within or based in a college/university – who are not currently receiving funding from Caterpillar Foundation or the Caterpillar Inc. Social Impact Fund – are eligible to participate. Each entity may register and submit separately as the Lead Organization on one application as long as the proposed solutions are separate and distinct.

Eligible Lead Organizations are welcome to collaborate with non-profit organizations, for-profit companies, foundations, K-12 schools, colleges and universities, government agencies, individuals, and other entities to implement the proposed solution.

All applications will be reviewed for eligibility. Review the Rules for a complete set of eligibility requirements and take the readiness quiz to help gauge if you are eligible and a strong fit for this challenge.

3
Who would be considered ineligible? (Updated July 8, 2026)

The following are not eligible to participate or apply as a Lead Organization:

  • Government entities, including non-501(c)(3) preK-12 education entities, tribal governments, United Nations agencies, inter-governmental bodies, and regional cooperation agencies.
  • Current Caterpillar Foundation or Caterpillar Inc. Social Impact Fund awardees. (NOTE: Organizations currently funded only through Caterpillar’s United Way or Caterpillar Foundation employee matching programs are eligible to participate.)
  • Individuals, including employees of Competition Sponsor, Carrot, and any of their subsidiaries and affiliates, and immediate family members (spouse, parent, child, sibling and their respective spouses, regardless of where they live) or persons living in the same households of such employees.

Please note: Caterpillar’s portfolio of brands, Carrot subsidiaries / affiliates, and organizations currently receiving funding from the Caterpillar Foundation or the Caterpillar Inc. Social Impact Fund are not eligible to participate as a Lead Organization or team member, regardless of program alignment. An exception is federated organizations IF the applicant operates independently. Regional or location-specific branches of eligible larger organizations, federated organizations, as well as departments, schools, and non-profits within or based in a college/university – who are not currently receiving funding from Caterpillar Foundation or the Caterpillar Inc. Social Impact Fund – are eligible to participate. Each entity may register and submit separately as the Lead Organization on one application as long as the proposed solutions are separate and distinct.

All applications will be reviewed for eligibility.

Review the Rules for a complete set of eligibility requirements and take the readiness quiz to help gauge if you are eligible and a strong fit for this challenge.

4
Are past and current grantees of Caterpillar and Caterpillar Foundation eligible to apply? (Updated July 8, 2026)

Past awardees, as well as organizations funded only through Caterpillar’s United Way or Caterpillar Foundation employee matching programs—are eligible to participate. Please be sure to note any past work with Caterpillar Foundation or Caterpillar Inc. in responses within your application, such as under Track Record & Capabilities or Other Considerations.

Organizations currently receiving funding from the Caterpillar Foundation or the Caterpillar Inc. Social Impact Fund are not eligible to participate as a Lead Organization or team member, regardless of program alignment. An exception is larger or federated organizations IF the applicant operates independently (see more information below).

Regional or location-specific branches of eligible larger organizations, federated organizations, as well as departments, schools, and non-profits within or based in a college/university – who are not currently receiving funding from Caterpillar Foundation or the Caterpillar Inc. Social Impact Fund – are eligible to participate. Each entity may register and submit separately as the Lead Organization on one application as long as the proposed solutions are separate and distinct.

All applications will be reviewed for eligibility. Review the Rules for a complete set of eligibility requirements and take the readiness quiz to help gauge if you are eligible and a strong fit for this challenge.

5
Are current vendors allowed to register and apply? (Added July 17, 2026)

Current vendors are not allowed to register and apply. With that, Caterpillar recognizes the vast expertise that its vendor base possesses. The Challenge is not the only avenue for funding as related to the overall goals of the Challenge – please email us to explore other options.

6
Can the Lead Organization collaborate with, and subgrant to, any other entities? (Updated July 8, 2026)

Eligible Lead Organizations are welcome to collaborate with other nonprofit organizations, companies, foundations, schools, colleges and universities, government agencies, individuals, and other entities to develop and implement the solution. By listing a collaborator, the Lead Organization confirms they have conducted due diligence on any partner organizations included in the application and takes accountability for the disbursement and management of any subgrants should the Lead Organization receive an award from Building the Future Workforce Challenge.

Organizations proposing to work together may be asked to provide a fully executed Memorandum of Understanding (MOU), or a similar agreement, signed by all participating organizations. This agreement must demonstrate that all parties acknowledge that a single eligible entity (the Lead Organization) serves as the Winner, with full direction, control, and supervision of the proposed project, including the management of all Award funds and responsibility for all reporting requirements. This MOU will not be collected during the application process but may be requested from teams that are selected as awardees.

NOTE: Current Caterpillar Foundation or Caterpillar Inc. Social Impact Fund awardees are not eligible to participate. Review the Rules for more information.

7
What types of solutions are you looking for?

The Building the Future Workforce Challenge aims to identify, test, and scale innovative, sustainable solutions that will address today’s and tomorrow’s advanced manufacturing and industry technician skill gaps. A core requirement of any solution is that it remains relevant amid evolving technology—ensuring that breakthrough innovation and human potential rise together.

Strong proposals for Building the Future Workforce Challenge will meet four criteria outlined in the scoring rubric, and proposed solutions must focus on one or more of the following solution categories for Building the Future Workforce Challenge:

  • Build interest and awareness of advanced manufacturing and industry technician careers: Shift perceptions among students, teachers, parents, and/or other key influencers by showcasing the opportunities available in modern manufacturing and technician careers
  • Prepare new workforce entrants for “day one” success: Implement flexible, sustainable solutions that keep pace with technology and industry needs, enabling learners to arrive job‑ready and increasing the likelihood of retention
  • Upskill and reskill the current manufacturing and industry technician workforce: Expand career pathways and mobility by implementing flexible, sustainable solutions that keep pace with technology, enabling current employees to build new technical and leadership capabilities

Please review these Resources and take the readiness quiz to help gauge if you are eligible and a strong fit for this challenge.

8
What solution stages are eligible?

All applicants must provide clear data and evidence that the approach has delivered the proposed results and impact. Eligible solutions will be at one of the following project stages:

  • Validated concept: Early‑stage idea that has undergone testing or review, producing initial evidence that the approach is effective and worth further development
  • Proof of concept: Solution tested on a small scale with internal evaluations or outcomes assessments that demonstrate feasibility in real‑world or controlled environments
  • Validated Solution: Solution with demonstrated effectiveness, supported by measurable outcomes and consistent performance across multiple settings or implementations
  • Ready to Scale: Proven solution with strong internal and external evidence indicating it is prepared for broader, large‑scale implementation with fidelity
  • Operating at Scale: Mature solution that is widely deployed, supported by established external assessments of impact, and benefiting from ongoing iteration to further strengthen outcomes

Note: On the application form, teams must demonstrate they will meet all staffing, funding, and other resource requirements necessary to begin the two-year project period. Awards are expected to be announced in early 2027, so applicants may use March 2027 as the project period start date for the purposes of this application (dates are subject to change). Applicants will have opportunity to explain plans and other funding sources on the application under Contingency & Financial Sustainability and Other Project Financing.

Please review the Resources and the read-only version of the application for more information.

9
What types of solutions and project activities are ineligible? (Updated July 8, 2026)

The following project types are not eligible:

  • Traditional education or credentialing, including degree programs, accredited certifications, or standalone curriculum development (comprehensive—and not standalone—programs with a unique, tech-forward approach are eligible to apply)
  • Academic research without a clear pathway to real world testing, deployment, and scale
  • HR systems or enterprise infrastructure, such as applicant tracking, payroll, HRIS, or performance management tools
  • Recruitment marketing or employer branding, including job boards or awareness-only initiatives without a skills development component
  • Policy advocacy or regulatory reform efforts
  • One-off pilots or bespoke implementations that lack a credible plan for replication or global scalability
  • Low-tech or manual service models that are not enabled by digital, AI, or platform-based solutions
  • White-collar or knowledge worker only solutions not applicable to industrial or frontline workforces
  • Physical infrastructure or capital projects, including construction of facilities or equipment purchases without a learning or workforce-enablement layer

Award funds must be used for the project for which they are intended and may be dispersed to partners for project-related purposes. Award funds may not be used:

  • For non-charitable purposes;
  • To influence the outcome of any specific public election or to carry on, directly or indirectly, any voter registration drive (within the meaning of United States Internal Revenue Code (“Code”) section 4945(d)(2));
  • To carry on propaganda or otherwise to attempt to influence legislation within the meaning of Code Section 4945(d)(1);
  • To distribute funds to any organization not related to the proposal;
  • To make a grant to any organization not identified in the proposal, to make a grant to any individual for travel, study, or other similar purposes, or to make a grant to any organization, except in compliance with the provisions of Sections 4945(g) or (h), as the case may be;
  • For the creation of any endowment or for the aggregation of philanthropic capital by organizations that regrant to nonprofit organizations;
  • For the creation of a venture capital fund, or pooled funds to invest in or distribute to for-profit organizations;
  • For loans or microloans to individuals, nonprofit, or for-profit entities;
  • To fund general operating support for the Lead Organization and/or any partners;
  • To fund political organizations (501(c)(4) organizations and 527s).
  • For government services.

Review the Rules for a complete set of eligibility requirements.

10
Are organizations with fiscal sponsors eligible to apply? (Added July 14, 2026)

Fiscal sponsorship applicants may list both its fiscal sponsor and the eligible organization in the Lead Organization field on the registration form, such as Organization Name (Fiscal Sponsor Name).

We leave the primary contact and application questions up to each participant to decide and respond in a way that best presents their proposal.

If there is more than one organization using the same fiscal sponsor, please just be sure that each application / proposed solution is separate and distinct. There should be little to no overlap in team members. The intent of the policy is to ensure that any team is concentrating their best effort into a single application. We encourage teams to select a single project that best represents your organization's ability to deliver a solution that meets the scoring criteria.

Review the Rules for more information.

11
Are we allowed to submit more than one application if we operate in different countries? (Added July 14, 2026)

If you have divisions within a larger organization that operate in different business units or countries—and each entity is planning to propose a distinct solution, you may register for each division and submit a separate and distinct application. On the registration form, you can list both the larger organization and the specific division as the Lead Organization name (such as Parent Organization Name – Division / Dept.).

If you are one lead organization that plans to implement the same or similar solution in more than one location, please submit only one application. There is opportunity to further describe how your solution can be implemented in more than one location throughout the application, such as under section F. Users & Beneficiaries.

12
Our organization has a strong track record in other sectors but our work with advanced manufacturing is in the pilot stage. Are you considering early-stage solutions? (Added July 14, 2026)

Yes, Caterpillar encourages organizations with a strong track record in other sectors to apply. However, as noted in our Resources, applicants should provide clear data and evidence demonstrating that their approach has achieved the proposed outcomes and impact – this evidence may come from implementations in other sectors, geographies, or contexts, provided it helps demonstrate the solution's effectiveness and potential to succeed in addressing the identified workforce challenges.

13
Is a relationship with our local Caterpillar company allowed? For example, we have students who work at a CAT facility as summer interns and with full-time roles – are we eligible? (Added July 14, 2026)

Relationships with local Caterpillar facilities and past engagement with Caterpillar does not disqualify you from participating, so long as you are not currently receiving funding from the Caterpillar Foundation or the Caterpillar Inc. Social Impact fund.  

Please note: Past awardees, as well as organizations funded only through Caterpillar’s United Way or Caterpillar Foundation employee matching programs—are eligible to participate.

14
Some of the Terms & Conditions, such as around publishing and intellectual property, are problematic for some applicants like colleges and universities. Could we negotiate these terms? (Added July 14, 2026)

We are not able to amend the Website Terms & Conditions or provide legal advice, but the terms are fairly standard and typical of all of our programs and competition prize websites. We have had a number of colleges and universities who have been able to participate and win under similar rules and Terms & Conditions.

Please note: Your submission may be shared with five of your fellow applicants as part of Peer-to-Peer Review, five Evaluation Panel members, Selection Committee judges, and the challenge team during the evaluation process. All peer reviewers and Evaluation Panel judges will be required to commit to keeping all application materials they review confidential.

We ask that applicants avoid sharing sensitive/proprietary information while also providing as much relevant information as necessary for reviewers to evaluate.  

In terms of publishing, we mean that portions of your application may be posted online (such as on the challenge website) and may be shared by the challenge team with the general public to promote your proposal or to highlight results. Those portions may include, but are not limited to: Lead Organization, Lead Organization Website, Solution Title, Solution Statement, Executive Summary, Video Pitch, and Solution Description.

The Building the Future Workforce Challenge also may feature a searchable database on the website to include a summary of data for each valid applicant. This search engine will be an opportunity for potential funders, partners, and others to learn more about the solutions proposed through this challenge.

Applicants will have the opportunity to opt out and decline participation in the search engine or in any announcement of results if they prefer.

Should your team become a winner, you will enter into a direct and separate award agreement with Caterpillar and there will be opportunity to review and confirm any revised or new agreements and/or terms and conditions for your review and signature before receiving funds and initiating the two-year project period.

15
Are you seeking solutions that support Caterpillar workforce needs or greater ecosystem pipeline development? (Added July 17, 2026)

Caterpillar's Building the Future Workforce Initiative is focused on strengthening advanced manufacturing and industry technician workforce ecosystems. Through the Challenge, Caterpillar is investing up to $5 million to support bold, tech-forward solutions that help prepare current and future workers for the advanced manufacturing and industry technician jobs of tomorrow. The initiative is grounded in the belief that strong communities and strong industries depend on a skilled workforce, and that addressing workforce challenges requires collaboration across employers, educators, training providers, community organizations, and other stakeholders. As such, Caterpillar is seeking solutions that contribute to broader talent pipeline development and workforce ecosystem strengthening, with benefits that extend beyond any single employer.

APPLICATION & PROPOSED SOLUTIONS

16
How do I apply?

We encourage you to first assess your fit and eligibility for the Building the Future Workforce Challenge, then register no later than 5:00 p.m. U.S. Eastern Time on Tuesday, July 30, 2026, to participate. Registration is required and is a simple two-step process. First, create a username and password then check your inbox to confirm your registration. Next, complete the online registration form.

Once you are registered, submit your application online no later than 5:00 p.m. U.S. Eastern Time on Thursday, August 25, 2026.

Please note: In the interest of fairness, the application deadline is firm and the platform closes automatically at 5:00 p.m. U.S. Eastern Time. Please plan to log on and enter your application responses on to the platform well ahead of the August 25 deadline.

If you have questions or need technical support, please email us ahead of the August 25 deadline to help make sure we can assist you.

17
Can I complete more than one submission?

Each Lead Organization may only complete one submission, except as described below. An organization can serve as a partner on a team for multiple applications provided that each application proposes a separate, distinct solution. This means each solution can only be submitted once, and we leave it up to each team to designate their eligible Lead Organization.  

Regional or location-specific branches of larger organizations, as well as departments, schools, and nonprofits within or based in a college/university, can each register and submit separately as the Lead Organization on one application. Participants may list both the parent organization and the specific applicant/project in the Lead Organization field on the registration form, such as College/Department (Parent organization) or Parent Organization – Project Name.

In all circumstances described above, the proposed projects must be separate and distinct. There should be no overlap in team members. The intent of the policy is to ensure that any team is concentrating their best effort into a single application. We encourage teams to select a single project that best represents your organization's ability to deliver a solution that meets the scoring criteria.

Review the Rules for more information.

18
For the application, is the video required? And how do I upload my video to YouTube?

Each application must include a brief video of no more than 90 seconds that showcases your project. This DOES NOT need to be a professionally produced video – a video shot on a smartphone is acceptable. The quality of your video will not impact the outcome of your proposal.

The following are instructions for recording and uploading your video on YouTube:

  1. Record a video using your smartphone’s camera app
  2. Download and open the YouTube app
  3. Sign-in or create an account on YouTube  
  4. In YouTube, select “Create” > “Upload a Video”
  5. Select your video and press “Next”
  6. Set your video’s visibility to “Unlisted,” which will allow only those with the URL link to view your video (do not set to private or public)
  7. Select “Upload Video”
  8. Check to make sure embedding is turned on.

For more information about video guidelines, review the submission requirements. If you need technical support, you can email us.

19
Is it possible to edit the registration form once it has been submitted?

Yes, you may update the registration form until the application deadline at 5:00 p.m. U.S. Eastern Time on Thursday, August 25, 2026. From the Submissions tab of the platform, you can select Registration Form to update this information.

20
Are application materials confidential?

Your submission may be shared with five of your fellow applicants as part of Peer-to-Peer Review, five Evaluation Panel members, the Selection Committee, and the Building the Future Workforce Challenge team during the evaluation process.

Portions of your applications may be published online and shared with the general public to promote your proposal or to highlight results. Those portions may include, but are not limited to: Lead Organization, Lead Organization Website, Solution Title, Solution Statement, Executive Summary, Video Pitch, and Solution Description.

22
Are you primarily looking for innovations, or for solutions with demonstrated potential that can be validated, enhanced, and scaled? (Added July 14, 2026)

The Challenge aims to identify, test, and scale innovative, sustainable solutions that will address today’s and tomorrow’s advanced manufacturing and industry technician skill gaps. A core requirement of any solution is that it remains relevant amid evolving technology—ensuring that breakthrough innovation and human potential rise together.  

All applicants must provide clear data and evidence that the approach has delivered the proposed results and impact. Eligible solutions will be at one of the outlined project stages, and more information about scalability is available on our Resources page.

23
For existing models, what level of enhancement, adaptation, or innovation is expected? How important is demonstrating a clear pathway for national replication compared to demonstrating deep impact in one community? (Added July 14, 2026)

Scalability is one of four criteria further defined on our scoring rubric. Winners of the Building the Future Workforce Challenge may have the opportunity to pilot their proposed solutions in a Caterpillar facility or community, with further potential to scale depending on results.

Proposed solutions should have strong potential to be replicated and/or to generate learnings that are relevant within or beyond the local workforce ecosystem. Applicants are encouraged to identify the key factors and principles that make their solution successful in a pilot environment, and what resources are required for success in other contexts and workplaces.  

Given the differing needs and realities of local communities, Caterpillar recognizes that not all models can—or should—be replicated nationally or internationally. With that, Caterpillar is seeking a flexible, scalable solution that has the potential to be adapted to a variety of local contexts.

Note: While cross‑country replicability is preferred, the Building the Future Workforce Challenge team recognizes this may not always be feasible due to differences in policy, culture, and other factors. Transformative solutions will not be penalized for scalability if they can only be replicated within one country.

Please review the scoring rubric to learn more about how we have defined a strong application, including as it relates to scalability.

24
Is there a minimum number of test facilities required and/or support companies needed to satisfy the “sustainability” criteria? Or is there a preference for deeper implementation within a smaller number of communities? (Added July 14, 2026)

There is no minimum number of test facilities or companies required, however proposed solutions should have strong potential to be replicated and/or to generate learnings that are relevant within or beyond the local workforce ecosystem. The implementation plan, whether single or multi-site should best serve the proposal as defined by the scoring rubric.

Caterpillar is developing a process to facilitate matchmaking between winning solution-providers and Caterpillar facilities and/or communities and may engage a reputable third-party collaborator to support this coordination.

Please be sure to review the scoring rubric and resources to learn more about how we have defined a strong application.

25
How will awardees and Caterpillar facilities / communities be matched? Should applicants have a relationship with a Caterpillar community, and must they be in the same location in which the solution will be implemented? (Added July 14, 2026)

Submitters are not required to establish collaborations with specific communities prior to submission, and the Lead Organization does not need to be in the same state as the proposed solution.

While Lead Organizations may be located anywhere around the world, feasibility of implementation is a key evaluation criterion as noted in the scoring rubric. Applicants will be assessed on factors such as their expertise, resources, organizational capacity, understanding of local conditions, stakeholder buy-in, and other elements that demonstrate their ability to effectively test and evaluate the proposed solution within the continental United States, Brazil, India, or Mexico.

Caterpillar is developing a process to facilitate matchmaking between winning solution-providers and Caterpillar facilities and/or communities and may engage a reputable third-party collaborator to support this coordination.

Please be sure to carefully review the scoring rubric, especially feasibility as you develop your proposal.

26
How should we be thinking about place-based applications if we are to be matched with a caterpillar community post-award? (Added July 17, 2026)

We recognize that many proposed solutions will be inherently place-based. Applicants do not need to identify a Caterpillar facility or community as their initial deployment site to apply. We are interested in strong workforce solutions wherever they may be developed and tested.

Following selection, awardees will have opportunities to engage with Caterpillar and related stakeholders to explore potential pilots, testing environments, and scaling pathways, which may include Caterpillar communities and/or facilities where there are alignment and mutual interest.

When evaluating place-based proposals, we encourage applicants to think about both local impact and broader applicability. While a solution may be designed for a specific geography or community, we are particularly interested in approaches that have the potential to be adapted, replicated, or scaled across other regions, industries, employers, or workforce ecosystems over time.

27
Do you require a letter of support from Caterpillar facilities or communities? (Added July 14, 2026)

Letters of support are not required or accepted at this time.

Caterpillar is developing a process to facilitate matchmaking between awarded solution-providers and Caterpillar facilities and/or communities and may engage a reputable third-party collaborator to support this coordination.

28
May I select more than one solution category to address through my proposed solution? (Added July 14, 2026)

On the registration form, applicants are required to select one primary category that best aligns with their proposal. Also under section E. The Solution on the application, applicants may select any additional relevant solution categories, and you may further describe how your proposed solution addresses more than one category throughout the application, such as under Solution Description.

29
Can you share more information about the references collected as part of the application? (Added July 14, 2026)

Under section I. Administrative Information on the application, applicants will enter the name and contact information for two references. References should be from individuals with knowledge of and experience with your relevant work and can comment on the merit of your proposed solution.

Please note that this information will not be shared during Peer-to-Peer Review and Evaluation Panel Review.  

These references should be prepared to be contacted in late fall 2026 should you advance to the final stage of the challenge.

31
How detailed should our budget be? Can you share more information about direct and indirect costs? (Added July 14, 2026)

We leave it up to each participant to best determine and describe their budget as they see fit. We’ve included some additional information from the budget section of the application.

DIRECT COSTS: Expenses related to implementing, evaluating, and achieving impact and KPIs for proposed solution

  • When listing salaries for program staff directly responsible for solution implementation and achieving impact and KPIs, list each job position on the table with job title, percent time dedicated to program and amount of full salary, such as Y1: Assistant Instructor @ 25% time (full salary / benefits = $50,000).
  • Do not include staff member names.
  • Travel directly related to program delivery is an eligible direct cost.

INDIRECT COSTS: Expenses that are not directly attributable to the proposed project but are necessary for implementation, such as overhead costs needed to indirectly support the program and staff who support the program but are not directly involved with KPIs. We will consider paying for these indirect costs up to a maximum of 20% of direct project or activity costs, and we reserve the right to review and adjust the amounts allocated for indirect expenses.

  • When listing salaries for staff who are not directly involved with solution implementation and achieving impact and KPIs, list each position on the table with job title, percent time dedicated to program and amount of full salary, such as Y2: Indirect costs – Finance Officer @ 10% time (full salary / benefits = $50,000).
  • Do not include staff member names.
  • Travel for support purposes is an eligible indirect cost.
  • Monitoring and evaluation expenses related to internal quality control are eligible indirect costs, and must be included as a separate line item, if applicable, such as Y1: Indirect costs – MEL internal quality control

The budget must account for the full $1 million award. Please review sections 6-8 of the Rules for more information regarding indirect costs and prohibited use of award funds.

EVALUATION & AWARD SELECTION

32
How will submissions be assessed?

Once the submission deadline passes, the Building the Future Workforce Challenge team will perform an administrative review to confirm each submission meets the Rules and submission requirements before advancing to Peer-to-Peer Review.

To remain eligible for the award, all applicants are required to participate in, and complete, the Peer-to-Peer Review process in October 2026. Applications that advance to Peer-to-Peer Review will be scored by five fellow applicants and will result in a rank order of all eligible submissions. Based on the rank order of scores, along with additional considerations (e.g. variety of solution types, geographic balance, and feasibility), a selection of top-scoring applications will move forward to the Evaluation Panel. Applicants that advance to the Evaluation Panel will be reviewed by five judges. Both peer reviewers and the Evaluation Panel will use the scoring rubric to provide scores and valuable feedback on assigned submissions, and all scores will be statistically normalized to ensure fairness.

Informed by the resulting rank order of applications after Evaluation Panel review, along with additional considerations (e.g., variety of solution types, geographic balance, and feasibility), the Building the Future Workforce Challenge team will present a slate of top-scoring applications to the Selection Committee. The Committee will recommend up to five awards of $1 million each and the opportunity to pilot and implement their proposed solution at one or more Caterpillar communities in the U.S., Brazil, India, or Mexico. Winners will be announced in early 2027.

33
What are the scoring criteria? ? What outcomes would define success at the conclusion of a two-year implementation period? (Updated July 14, 2026)

Please review the evidence of effectiveness section under our Resources page to understand how we define a strong proposal for Building the Future Workforce Challenge.

Applicants are strongly encouraged to review and test-drive the scoring rubric to understand how we define a strong proposal for Building the Future Workforce Challenge. This rubric will be used by peer reviewers and Evaluation Panel judges to score and provide feedback on their assigned proposals.

The four criteria are as follows:

FUTURE-PROOF

Does the solution present an innovative approach or technology to address advanced manufacturing and industry technical skills gaps in a way that can flex and adapt with rapidly evolving technology? Does it introduce original concepts, adapt existing efforts in new ways, or apply proven solutions from other sectors?

SUSTAINABLE IMPACT

Are plans and vision aligned with priorities for this Challenge and the Building the Future Workforce Initiative? Is there evidence the approach can achieve and measure the intended impact and benefits? Does the solution demonstrate potential for sustainability, removing the need for future grant funding or additional financial support?

FEASIBLE

Does the team have the expertise, resources, capacity, understanding of local conditions, buy-in, and other key components to test and evaluate the solution in the identified communities and deliver results? Are there practical plans to mitigate identified risks and achieve success?

SCALABLE

Can the solution be adapted to and replicated within at least one of the proposed countries identified in the proposal and beyond? Does the solution demonstrate understanding of resources, local conditions, users, and/or stakeholders required to replicate the solution if initial testing validates the solution’s efficacy?

  • Note: While cross‑country replicability is preferred, the Building the Future Workforce Challenge team recognizes this may not always be feasible due to differences in policy, culture, and other factors. Transformative solutions will not be penalized if they can only be replicated within one country.

Based on the application requirements and scoring rubric, we leave it up to each team to define what success looks like for their proposed solutions. Review the application requirements, especially Section G. Monitoring & Evaluation for more information.

Please note: On the application form, teams must demonstrate they will meet all staffing, funding, and other resource requirements necessary to begin the two-year project period in March 2027 (dates subject to change). Applicants will have opportunity to explain financial plans and other funding sources on the application under sections like Contingency & Financial Sustainability and Other Project Financing.

34
Will applicants receive feedback on their submissions?

All eligible applicants who participate in Peer-to-Peer Review will receive anonymized and normalized scores and feedback from five of their fellow applicants. Applicants advancing to the Evaluation Panel will receive an additional set of anonymized, normalized scores and comments from five expert judges. All reviewers are required to provide comments to justify each score and note their overall impression of each application.

We find that the feedback you’ll receive can be one of the most important aspects of participating in challenges like this—and even if you are not selected for an award, you walk away with valuable feedback that you can use to refine your proposal and seek other funding, partners, and support.

35
How do you ensure the process is fair?

We publish a readiness tool, the full application requirements, scoring criteria, rules, and evaluators.

All applications determined eligible following the administrative review will move to Peer-to-Peer Review. Peer-to-Peer Review aligns with the Challenge’s broader goals of fostering a culture of collaboration and ensuring that input comes from those closest to the work.

The Building the Future Workforce Challenge team will review the results of Peer-to-Peer review—including the feedback applicants provide—to select applications that move on to the Evaluation Panel. Peer reviewers are encouraged to provide the kind of quality, helpful feedback they would wish to see on their own application.

Once review is complete, all scores are statistically normalized to account for reviewers who are naturally more lenient versus those who tend to score more conservatively. This will ensure that an application assigned to a reviewer who tends to give low scores is not disadvantaged, and an application that has a reviewer who tends to score high is not favored.

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How can we use the Building the Future Workforce Challenge award?

Award funds must be used for the project for which they are intended and may be disbursed to collaborators for project-related purposes.

Award funds may not be used:

  • For non-charitable purposes;
  • To influence the outcome of any specific public election or to carry on, directly or indirectly, any voter registration drive (within the meaning of United States Internal Revenue Code (“Code”) section 4945(d)(2));
  • To carry on propaganda or otherwise to attempt to influence legislation within the meaning of Code Section 4945(d)(1);
  • To distribute funds to any organization not related to the proposal;
  • To make a grant to any organization not identified in the proposal, to make a grant to any individual for travel, study, or other similar purposes, or to make a grant to any organization, except in compliance with the provisions of Sections 4945(g) or (h), as the case may be;
  • For the creation of any endowment or for the aggregation of philanthropic capital by organizations that regrant to nonprofit organizations;
  • For the creation of a venture capital fund, or pooled funds to invest in or distribute to for-profit organizations;
  • For loans or microloans to individuals, nonprofit, or for-profit entities;
  • To fund general operating support for the Lead Organization and/or any partners;
  • To fund political organizations (501(c)(4) organizations and 527s).
  • For government services.

Review the Rules for more information.

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What are the next steps if I’m selected as a winner?

Winners will be publicly announced in the first quarter of 2027. The Building the Future Workforce Challenge team will work with each awardee to enter into a separate award agreement. Each agreement governing the use of awards may vary, depending on the nature of the project and the type of organization receiving the award.  

Following the execution of an award agreement, the project will be tested/implemented over a maximum two-year project period in a Caterpillar community or facility in the United States, Brazil, India, or Mexico, working collaboratively with the Challenge’s Sponsor. Winners will be required to report progress towards milestones and other goals. Those reporting requirements may vary, based on the organization and the project, and will be determined by the Building the Future Workforce Challenge team. Review the Resources and Rules for more information.

Note: On the application form, teams must demonstrate they will meet all staffing, funding, and other resource requirements necessary to begin the two-year project period in March 2027 (dates subject to change). Applicants will have opportunity to explain financial plans and other funding sources on the application under Contingency & Financial Sustainability and Other Project Financing.

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What are other benefits to participating? For example, if we are not awarded, would Caterpillar consider funding outside of this challenge? (Added July 14, 2026)

Applicants who complete their required Peer-to-Peer Review will receive anonymized and normalized scores and feedback from five of their fellow applicants, and those who move on to the Evaluation Panel will receive another set of anonymized, normalized scores and feedback from five judges.

We often find that this valuable feedback is one of the most important aspects of participating in our challenges for our applicants, and that even if you are not selected as a winner, you walk away with feedback that you can then use to refine your solutions and seek other funding or expanded support.

The Building the Future Workforce Challenge also may feature a searchable database on the website to include a summary of data for each valid applicant. This search engine will be an opportunity for potential funders, partners, and others to learn more about the solutions proposed through this challenge. Applicants will have the opportunity to opt out and decline participation in the search engine if they prefer.

Caterpillar is open to using the results of this Challenge to explore solving workforce development challenges more generally.

TECHNICAL & OTHER

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Technical Tips & Guidance

Once you’ve registered and log in to the platform:

Your work saves automatically and the status of your forms is available to view on your dashboard.

You have the option to request an automated confirmation email after clicking Submit—be sure the checkbox is clicked to opt into this email when the confirmation message appears.

The platform works best when using Google Chrome as your browser on a laptop or desktop computer, with view zoom at 100%.

Once you complete the registration form, you will have access to the online application and Forums where you can find additional FAQs for registrants, ask questions, and communicate with fellow applicants.

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How can I ask questions, request technical support, or get help with accessibility?

Please contact us with any challenge-related questions, requests for help with accessibility and special accommodations, and technical support.

Please note: To ensure fairness for all our participants, we cannot take phone calls or meetings, and we are not able to provide guidance that is specific to your proposed solution or team structure. Please refer to the information on this website for more information and consult with your organizational leadership and legal / tax professionals as needed.

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How do I sign up to receive challenge correspondence, like deadline reminders and application status updates?

Once you have registered and throughout the challenge, we will send important notifications to the email address associated with your account, as well as the primary and secondary contacts listed on your registration form. There are three important steps you can take to make sure these messages are received promptly:

  1. Add our email address to your contacts.
  2. Whitelist our email address. Here are instructions to add to your whitelist in most major email providers.
  3. Update your registration form right away if one of your contacts changes. If you need to make a contact change after the application window has closed, please email us, and we will assist you.

Join the Building the Future Workforce Challenge

Together, we can transform the advanced manufacturing and industry technician workforce—building the talent communities need today and unlocking the skills the industry will depend on tomorrow.
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