WIOA-Aligned Work-Based Learning — Finance, Bookkeeping & Accounting Credential Pathway

Training Plan Summary

Participant

Name: ___________________________
WIOA Case #: ___________________________
Credential Tier: ☐ 1 ☐ 2 ☐ 3

Employer

Organization: ___________________________
FEIN: ___________________________
Supervisor: ___________________________

OJT Details

Job Title: ___________________________
SOC Code: ___________________________
Wage: $____/hr

Reimbursement

Rate: ____% of wages
Duration: ____ weeks
Max Reimbursement: $____

Skills Training Schedule

Each skill area includes specific competencies, target completion dates, and evaluation criteria.

Weeks 1–2

Orientation & Systems

☐Office procedures and compliance protocols
☐Tax software setup and navigation
☐Client intake workflow and data security (IRS Pub 4557)
☐Filing systems and document management

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Weeks 3–4

Tax Return Preparation

☐Individual return preparation (Form 1040)
☐Income documentation review (W-2, 1099)
☐Deduction and credit identification
☐Quality review process and e-filing

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Weeks 5–6

Bookkeeping & Accounting

☐QuickBooks transaction entry and categorization
☐Bank reconciliation procedures
☐Accounts payable/receivable processing
☐Financial report generation

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Weeks 7–8

Client Management & Independence

☐Independent client consultations (supervised)
☐Small business return preparation (Schedule C)
☐Payroll processing fundamentals
☐Professional communication and follow-up

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Evaluation Schedule

Evaluation	Timing	Conducted By	Done
Initial skills assessment	Week 1	Site supervisor	☐
Midpoint evaluation	Week 4	Supervisor + Elevate coordinator	☐
Final competency evaluation	Week 8	Supervisor + Elevate coordinator	☐
Employment transition review	Week 8	Elevate career services	☐

Compliance Notes

OJT participant is a W-2 employee of the host employer for the duration of training
Reimbursement covers extraordinary costs of training — not productive labor
Participant may not displace current employees or fill vacant positions without training justification
Hours must be tracked and reported to the local workforce board per WIOA Sec. 134(c)(3)(D)
Employer must maintain workers' compensation and liability coverage

WorkOne Coordination Requirements

OJT contract must be approved by the WorkOne career advisor before training begins
Reimbursement rate (50–75%) is set by the local workforce development board policy — not by Elevate
Participant must be registered in Indiana Career Connect with an active WIOA enrollment
Weekly progress reports are sent to the assigned case manager
Midpoint and final evaluations are shared with WorkOne for performance reporting
Credential attainment is reported to the local board within 5 business days of exam completion
Employment outcomes (hire date, wage, retention) are tracked for WIOA performance measures

Approvals

Employer Representative: ___________________________

Date: ___________________________

Elevate Program Director: ___________________________

Date: ___________________________

Workforce Case Manager: ___________________________

Date: ___________________________

Participant: ___________________________

Date: ___________________________

Training Plan Summary

Participant

Name: ___________________________
WIOA Case #: ___________________________
Credential Tier: ☐ 1 ☐ 2 ☐ 3

Employer

Organization: ___________________________
FEIN: ___________________________
Supervisor: ___________________________

OJT Details

Job Title: ___________________________
SOC Code: ___________________________
Wage: $____/hr

Reimbursement

Rate: ____% of wages
Duration: ____ weeks
Max Reimbursement: $____

Skills Training Schedule

Each skill area includes specific competencies, target completion dates, and evaluation criteria.

Weeks 1–2

Orientation & Systems

☐Office procedures and compliance protocols
☐Tax software setup and navigation
☐Client intake workflow and data security (IRS Pub 4557)
☐Filing systems and document management

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Weeks 3–4

Tax Return Preparation

☐Individual return preparation (Form 1040)
☐Income documentation review (W-2, 1099)
☐Deduction and credit identification
☐Quality review process and e-filing

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Weeks 5–6

Bookkeeping & Accounting

☐QuickBooks transaction entry and categorization
☐Bank reconciliation procedures
☐Accounts payable/receivable processing
☐Financial report generation

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Weeks 7–8

Client Management & Independence

☐Independent client consultations (supervised)
☐Small business return preparation (Schedule C)
☐Payroll processing fundamentals
☐Professional communication and follow-up

Supervisor initials: ____ Date completed: ____ Competency met: ☐ Yes ☐ Needs more time

Evaluation Schedule

Evaluation	Timing	Conducted By	Done
Initial skills assessment	Week 1	Site supervisor	☐
Midpoint evaluation	Week 4	Supervisor + Elevate coordinator	☐
Final competency evaluation	Week 8	Supervisor + Elevate coordinator	☐
Employment transition review	Week 8	Elevate career services	☐

Compliance Notes

OJT participant is a W-2 employee of the host employer for the duration of training
Reimbursement covers extraordinary costs of training — not productive labor
Participant may not displace current employees or fill vacant positions without training justification
Hours must be tracked and reported to the local workforce board per WIOA Sec. 134(c)(3)(D)
Employer must maintain workers' compensation and liability coverage

WorkOne Coordination Requirements

OJT contract must be approved by the WorkOne career advisor before training begins
Reimbursement rate (50–75%) is set by the local workforce development board policy — not by Elevate
Participant must be registered in Indiana Career Connect with an active WIOA enrollment
Weekly progress reports are sent to the assigned case manager
Midpoint and final evaluations are shared with WorkOne for performance reporting
Credential attainment is reported to the local board within 5 business days of exam completion
Employment outcomes (hire date, wage, retention) are tracked for WIOA performance measures

Approvals

Employer Representative: ___________________________

Date: ___________________________

Elevate Program Director: ___________________________

Date: ___________________________

Workforce Case Manager: ___________________________

Date: ___________________________

Participant: ___________________________

Date: ___________________________

On-the-Job Training Plan

Training Plan Summary

Skills Training Schedule

Orientation & Systems

Tax Return Preparation

Bookkeeping & Accounting

Client Management & Independence

Evaluation Schedule

Compliance Notes

WorkOne Coordination Requirements

Approvals

On-the-Job Training Plan

Training Plan Summary

Skills Training Schedule

Orientation & Systems

Tax Return Preparation

Bookkeeping & Accounting

Client Management & Independence

Evaluation Schedule

Compliance Notes

WorkOne Coordination Requirements

Approvals