Compliance Document
Structured Internship Agreement
Work-Based Learning Placement — Finance, Bookkeeping & Accounting Credential Pathway
WorkOne Coordination
For WIOA-funded participants, this agreement is submitted alongside the WorkOne OJT contract or work experience authorization. The assigned WorkOne career advisor or case manager must approve the placement before the internship begins. Wage structure and reimbursement terms are governed by local workforce development board policy (Region 5 / Indianapolis).
Agreement Parties
Sponsor Organization
Elevate for Humanity Career & Technical Institute
A program of 2Exclusive LLC-S
Indianapolis, IN (Marion County)
Participant
Name: ___________________________
Program: Finance, Bookkeeping & Accounting
Tier Completed: ☐ Tier 1 ☐ Tier 2 ☐ Tier 3
Host Employer / Training Site
Organization: ___________________________
Supervisor: ___________________________
Address: ___________________________
Internship Period
Start Date: ___________________________
End Date: ___________________________
Total Hours: ___________________________
1. Purpose
This agreement establishes a structured, supervised internship placement as part of the Finance, Bookkeeping & Accounting Credential Pathway. The internship is designed to provide applied work experience that reinforces classroom instruction and credential attainment.
2. Learning Objectives
The participant will demonstrate competency in the following areas during the internship period:
| Objective | Target Date | Met? |
|---|---|---|
| Prepare individual tax returns (Form 1040) with accuracy | ____ | ☐ |
| Process client intake and maintain data security | ____ | ☐ |
| Use professional tax software for e-filing | ____ | ☐ |
| Perform bookkeeping entries in QuickBooks | ____ | ☐ |
| Reconcile bank accounts and generate reports | ____ | ☐ |
| Demonstrate professional client communication | ____ | ☐ |
3. Compensation
☐ Workforce-Funded Work Experience — Stipend/wage paid by workforce board: $____/hr
☐ OJT Reimbursement Model — W-2 hire at $____/hr, workforce reimburses ____% for ____ weeks
☐ Employer-Funded Placement — Employer pays $____/hr directly, no reimbursement
4. Schedule
Hours per week: ____ Days: ____ Total internship hours: ____
5. Supervision & Evaluation
- Site supervisor will provide daily oversight and weekly check-ins
- Elevate program coordinator will conduct midpoint and final evaluations
- Participant will maintain a weekly activity log
- Formal evaluation at midpoint (week ____) and completion (week ____)
6. Compliance
- Internship activities are structured training, not solely productive labor
- Participant will not displace regular employees
- All applicable labor laws and minimum wage requirements apply
- Confidentiality of client financial data must be maintained per IRS Pub 4557
- For WIOA-funded placements: participant must be registered in Indiana Career Connect with active enrollment
- Weekly progress updates provided to assigned WorkOne career advisor or case manager
- Credential attainment reported to local workforce board within 5 business days
7. Termination
Either party may terminate this agreement with 5 business days written notice. Grounds for immediate termination include violation of confidentiality, safety violations, or failure to meet attendance requirements.
Signatures
Participant: ___________________________
Date: ___________________________
Site Supervisor: ___________________________
Date: ___________________________
Elevate Program Coordinator: ___________________________
Date: ___________________________
Workforce Case Manager (if applicable): ___________________________
Date: ___________________________
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