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## Instructions 

## Annual Vocational Rehabilitation **Program /Cost Report (RSA**  **- 2)**  The Annual Vocational Rehabilitation Program/Cost Report (RSA

- 2) collects data on the Title I, State Vocational Rehabilitation (VR) Services Program and Title VI
- B, State Supporte d Employment (SE) Services Program authorized under the Rehabilitation Act of 1973, as amended (Rehabilitation Act). The RSA
- 2 captures:

 Administrative e xpenditures for the VR and SE programs ;  VR program service expenditures by category;  SE administrativ e expenditures and service expenditures;  expenditures for the VR program by number of individuals served;  the costs of types of services provided; and  a breakdown of staff of the VR agencies
. The basic data comprising the RSA
- 2 are mandated by the Rehabi litation Act as specified in Section 101(a) (10) (D). Section 13 of the Rehabilitation Act requires the Commissioner to collect and report information to the Congress and the President in an Annual Report. Section 626 requires that the same information be reported for individuals who received SE services. RSA uses the data to:

 determine the average cost of the services the VR program provides;  provide information necessary for the completion of ED’s annual budget request;  respond to inquiries from Congre ss, other federal agencies, states, organizations, and private individuals;  respond to audits conducted by the Department of Education’s Office of Inspector General and the General Accountability Office; and  plan for the distribution of federal funds for t raining and manpower development. When these data are analyzed in conj unction with data collected through other instruments (RSA

- 113 , Quarterly Cumulative Caseload Report and the RSA
- 911 , Case Service Report), RSA can determine the average cost of the se rvices the VR program provides, compare single agency data across a given timespan, as well as make comparisons both between agencies and to national averages
. This assessment allows RSA to identify problem areas and target technical assistance
. Addition ally, the labor hours reported on the RSA
- 2 are used as the basis for distributing funds allotted under discretionary grants, such as those for in

- service training of state agency personnel
. VR agencies must submit an RSA

- 2 for each Federal F iscal Y ear (FY) (October 1

– September 30). The RSA
- 2 report must be submitted to the Rehabilitation Services Administration (RSA) by December 31 following the close of the FY , to ensure RSA’s ability to meet the timelines for distributing the discretionary in

- servi ce training funds and completing required federal reporting. As a result, RSA will not grant extensions to the December 31due date. The RSA

- 2 report must reflect all expenditures for the VR and SE programs made during the FY from f ederal, s tate and othe r rehabilitation funds
. For the purpose of this report, expenditures include federal

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- 0017 Expiration Date: xx/xx/xxxx p. 2 and non - federal funds used in the VR and SE programs. E xpenditures do not include unliquidated obligations

. Since the RSA

- 2 requires accrual information, if the recip ient’s accounting records are kept on the cash basis, the recipient shall not be required to convert its accounting system. Instead, the recipient must develop such accrual information through best estimates using available documentation , in accordance wi th OMB Circular A

- 102. This approach is consistent with the reporting requirements for the Federal Financial Report (SF

- 425). The RSA

- 2 report consists of three schedules: **Schedule Title**  Schedule I Agency Expenditur es Schedule II Labor Hours Schedule III Number of Individuals Served and Purchased Service Expenditures by Service Category **DEFINITIONS** Unless otherwise defined in this document, the terms used in these instructions are defined in the Rehabilitation Act or program regulations at 34 CFR P art s 361 or 363, or in the Education Department General Administrative Regulations (EDGAR) at 34 CFR P art 80. VR regulations at 34 CFR 361.4(a)(5) make it clear that 34 CFR P art 80 applies to the VR program. The only exception, according to 34 CFR 361.4(a)(5) of the VR regulations, is 34 CFR 80.24(a)(2). No other exceptions are made for 34 CFR Part 80 with regard to the VR program. SE program regulations at 34 CFR 363.5(a)(4) identifies 34 CFR P art 80 as applicable to the SE program. For the purpose of these instructions, the following definitions also apply: 1. Assessment, Counseling, Guidance, and Placement : Assessment, counseling, guidance and placement includes:  trial work experiences ;  the development of an individualized plan for employment (IPE) ;  s ervices for extended evaluation;  collection and retrieval of information (e.g., medical records or school transcripts);  expenditures made in providing periodic reviews and reevaluations of individuals with disabilities who were determined to be ineligible for VR services or have been placed in extended employment in CRPs to determine the feasibility of their employment or their training for future employment in the competitive labor market;  salaries and fringe benefits of all personnel providing assessment, counseling, guidance and placement services, or supervising their provision or providing consultation in their provision, as well as other state VR agency expenses incident to the provision of these services ; and  district and field office costs that only support the provision of assessment, counseling, guidance and placement services. The determining factor is whether the services provided by the staff are administrative or assessment, counseling, guidance and placement services.

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- 0017 Expiration Date: xx/xx/xxxx p. 3 2. Community Rehabilitation Program (CRP) : A program that provides directly or facilitates the provision of VR services to individuals with disabilities, and that provides, singly or in combination, for an individual with a disability to enab le the individual to maximize opportunities for employment, including career advancement ( Rehabilitation Act Section 7(5) ; 34 CFR 361.5 (b)( 9) )
. Specifically, in accordance with the Rehabilitation Act Section 7(5) and 34 CFR 361.5 (b) (9), CRP is defined as follows : (i) Community rehabilitation program means a program that provides directly or facilitates the provision of one or more of the following vocational rehabilitation services to individuals with disabilities to enable those individuals to maximize their opportunities for employment, including career advancement: (A) Medical, psychiatric, psychological, social, and vocational services that are provided under one management. (B) Testing, fitting, or training in the use of prosthetic and orthotic devices. (C) Recreational therapy. (D) Physical and occupational therapy. (E) Speech, language, and hearing therapy. (F) Psychiatric, psychological, and social services, including positive behavior management. (G) Assessment for determining eligibility and vocational rehabilitation needs. (H) Rehabilitation technology. (I) Job development, placement, and retention services. (J) Evaluation or control of specific disabilities. (K) Orientation and mobility services for individuals who are blind. ( L) E xtended employment. (M) Psychosocial rehabilitation services. (N) Supported employment services and extended services. (O) Services to family members if necessary to enable the applicant or eligible individual to achieve an employment outcome. (P) Pers onal assistance services. (Q) Services similar to the services described in paragraphs (A) through (P) of this definition. (ii) For the purposes of this definition, the word program means an agency, organization, or institution, or unit of an agency, org anization, or institution, that provides directly or facilitates the provision of vocational rehabilitation services as one of its major functions. 3
. Comparable Services and Benefits: In accordance with 34 CFR 361.5(b)(10), comparable services and benef its refer to services and benefits that are: (A) Provided or paid for, in whole or in part, by other Federal, State, or local public agencies, by health insurance, or by employee benefits; (B) Available to the individual at the time needed to ensure the progress o f the individual toward achieving the employment outcome in the individual’s individualized plan for employment, in accordance with 34 CFR 361.53; and (C) Commensurate to the services the individual would otherwise receive from the designated State VR agency
. (ii) For the purpose of this definition, comparable benefits do not include awards and scholarships based on merit.

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. Field Office : L ocations , other than the designated s tate unit’s central office , where services are provided to consumers by a state VR agency. Field offices are typically located strategically throughout a state to be within reasonable reach of any person with a disability. 5
. VR Program Funds : Except where indicated otherwise in these instructions, VR program funds refer to Titl e I, S tate VR Services Program , federal and non

- federal funds
. This includes amounts in excess of the required non - federal share (match). In accordance with 34 CFR 361.60, non

- federal funds include funds obtained through: A. state appropriations; B. third

-party cooperative arrangements (34 CFR 361.28) ; C. funds from establishment , development, or improvement of a public or nonprofit community rehabilitation program (34 CFR 361.5 (b) (17)); D. Business Enterprise programs (3 4 CFR 361.49) ; and E. i nteragency transfers. 6
. SE Program Funds : Title VI

- B , State Supported Employment Services Program , federal and non

- federal funds
. SE Program funds are administered under a State plan supplement to the state agency’s Title I State plan for VR services (34 CFR 361.34(a)). Include in this category state appropriations and other non

federal funds expended in the SE program prior to the transition to extended services. Extended services refers to ongoing support services and other appropriate services provided by a state agency, private non

-profit organization, employer, or any other appropriate resource from funds other than funds received for VR or SE program purposes after an individual with the most severe disabilities has made the transition from state VR agency support (34 C FR 363.6(c)(iv)). 7
. Other Rehabilitation Funds : F unds , other than VR or SE program funds , that are under the control of the s tate VR agency and are not eligible to be used as match for VR program federal funds
. Program income is included in this catego ry because it cannot be used as match

. This category may also include other sources of funds; however, do not include any funds under the control of other agencies or programs (e.g., comparable benefits). 8. Other Services, including Orientation, Mobility and Rehabilitation Teaching/Training Services : E xpenditures for services provided directly by state VR agency personnel other than assessment, counseling, guidance and placement services. The amount reported for this category includes the salaries and fringe benefit costs of all staff that provide these services , as well as other agency expenses incident to the provision of these services. Examples of services under this category include orientation and mobility training, rehabilitation teaching, and j ob coaching. Do not include the salaries of staff and support personnel, and other agency expenses for the provision of management and supervision and other services under the Business Enterprise Program, those expenditures should be reported on Schedule I, line 3 C.

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. Program Income: Gross income received by the s tate VR agency that is directly generated by an activity supported under the VR or SE program (34 CFR 80.25)
. S ources of program income include: A. payments from the Social Security Administratio n for assisting Social Security beneficiaries and recipients to achieve employment outcomes; B. payments received from workers’ compensation funds; C. fees for services to defray part or all of the costs of services provided to particular individuals ; D. income generated by s tate VR agency
- operated CRPs ; E. consumer financial contributions resulting from financial means tests; and F. payments or reimbursement from insurers for consumer services.

### 1820
- 0017 Expiration Date: xx/xx/xxxx p. 6 **FORM INSTRUCTIONS** Note: All amounts must be reported in whole dol lars only. **Schedule I:**  **Agency Expenditures**  Schedule I is used to report the total amount of expenditures from federal and non

- federal VR and SE program funds and other rehabilitation funds. **1. Administration**  **Expenditures -**  Expenditures incurred in the performance of administrative functions under the vocational rehabilitation program, including expenses related to program planning, development, monitoring, and evaluation. Examples include, but are not limited to, expenditures for quality assurance, fi nancial management, information systems, providing program information to the public, S tate Rehabilitation Council and other advisory committees, the removal of architectural barriers in state VR agency offices and s tate - operated rehabilitation facilities, operating and maintaining D esignated S tate Unit (DSU) facilities, equipment, and grounds, supplies, administration of C omprehensive System of Personnel Development , personnel administration, training and staff development, administrative salaries, including support staff , travel costs ( other than travel costs related to the provision of services ) , costs incurred in conducting reviews of determinations made by personnel of the DSU and legal expenses. **1.A. Administration**  **Personnel Costs**  Enter the amount exp ended on salaries and fringe benefits for administrative staff that are reported on Schedule II, Agency FTEs , line 1
. **1.B .**  **Direct Administration**  **Costs** Enter the amount expended on direct costs, not listed in 1.A., including all other VR and SE program administrative expenses. O ther administrative expenses could include staff travel, rent, utilities, and supply costs , etc
. **1. C.**  **Indirect Costs** Enter the amount expended for administrative co sts claimed through an approved Indirect Cost Rate Agreement or Cost Allocation Plan (2 CFR 225, Appendix B). **1. D**  **. Administration Expenditures for the SE Program Included in 1.A, 1.B and 1.C**  Enter the total amount of SE program expenditures reported on lines 1.A, 1.B and 1.C. **2 .**  **Service Expenditures**  **2 .**  **A. Service**  **s Provided by Agency**  Report in this category expenditures made by the s tate VR agency for services provided directly by its personnel. The expenditures are calculated based on the location of the personnel providing the services ( Field Offices or Agency

- Operated CRPs). **2 .**  **A .1**  **. Services**  **Provided by Agency**  **Field Office Staff**  a . Assessment, Counseling, Guidance, and Placement Costs
. Enter the amount expended for assessment, counseling, guidance, and placement services provided by agency field office staff. b
. All o ther s ervices, including Orientation, Mobility and Rehab Teaching/Training Services Costs
.

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- 0017 Expiration Date: xx/xx/xxxx p. 7 Enter the amount expended for all other services, including orientation, mobility, and rehab teaching/training services provided by agency field office sta ff. **2 .**  **A .**  **2. Services**  **Provided by Agency -**  **Operated Co mmunity Rehabilitation Program**  **(CRP) Staff** a. Assessment, Counseling, Guidance, and Placement Costs Enter the amount expended for assessment, counseling, guidance, and placement services provided by staff emp loyed at agency

- operated CRP (s)
. b. All o ther s s ervices, including Orientation, Mobility and Rehab Teaching/Training Services Costs Enter the amount expended for all other services, including orientation, mobility, and rehab teaching/training services provided by staff employed at agency

operated CRP. **2 .**  **B. Services Purchased by Agency From:**  **2 .**  **B .**  **1. Public Community Rehabilitation Programs**  Enter the amount expended for services purchased from public CRPs . Public CRPs are programs that are operated by a s t ate, county, municipal, or other local government. **2 .**  **B .**  **2. Private Community Rehabilitation Programs**  Enter the amount expended for services purchased from private CRPs
. **2 .**  **B .**  **3. Other**  **Public Vendors** Enter the amount expended for services purchased f rom public vendors other than CRPs . Public vendors are organizations or agencies of State, county, municipal or other local government. Include expenditures for services purchased from vendors (e.g., doctors, schools, etc.) and third

-party cooperative arrangements. **2 .**  **B .**  **4. Other Private Vendors**  Enter the amount expended for services purchased from private vendors other than CRPs . Private vendors include private not

- for
-profit organizations, such as VR providers (other than CRPs ), as well as proprietary businesses, such as private hospitals and mental health clinics. Include expenditures for services purchased from vendors (e.g., doctors, schools, etc.) as well as contracted service delivery staff. **3 .**  **Services to**  **Groups Expenditures**  **3 .A**  **. Establishme**  **nt, Development or Improvement of Community Rehabilitation Programs (**  34 CFR 361.5(b)(17 ) ) Enter the amount expended for the establishment, development or improvement for public or nonprofit CRPs
. **3 .**  **B. Construction of Facilities for Community Rehabilitati**  **on Programs** ( 34 CFR 361.5(b)(12) ; 34 CFR 361.60(a)(2)) Enter the amount expended for the construction of facilities for public or nonprofit CRPs . The f ederal share of expenditures made for the constructi on of a facility for CRP purposes may not be more than 50 percent of the total cost of the project.

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- 0017 Expiration Date: xx/xx/xxxx p. 8 **3 .**  **C. Business Enterprise Program**  (34 CFR 361.49 (a)(5) ) Enter the amount expended for the Business Enterprise Program (e.g., Randolph

- Sheppard). The Business Enterprise Program is the program in which individuals with significant disabilities operate vending facilities or other small businesses under the management and supervision of the s tate VR agency. Include in this total the expenditures for management services and supervision, initial stock and su pplies , and the operational costs of a small business enterprise during its initial establishment period, not to exceed six months. **3 .**  **D. Transition Consultation and Technical Assistance**  Consultative and technical assistance services to assist educational agencies in planning for the transition of students with disabilities from school to post

- school activities, including employment (e.g., training sessions, or contracts to provide technical assistance to educational agencies)
. **3.E. All other services to**  **groups** Enter the total amount expended for services to groups of individuals with disabilities that was not reported elsewhere on lines 3 .A through 3 .C
. All services to groups should include the expenditure of VR funds. Examples of the types of servi ces that would be included in this category are: a . Telecommunications systems, including telephone, television, video conferencing systems, satellite, radio, and similar systems, that have the potential for substantially improving service delivery method s of activities described in the State plan, and developing appropriate programming to meet the particular needs of individuals with disabilities. b
. Special services to provide non

- visual access to information for individuals who are blind, including the use of telecommunications, Braille, sound recording, or other appropriate media; c . Captioned television, films, or other media for individuals who are deaf or hard of hearing; tactile materials for individuals who are deaf

-blind; and other special servi ces that provide information through tactile, vibratory, auditory, and visual media. d
. Technical assistance and support services to businesses that are not subject to Title I of the Americans with Disabilities Act of 1990 and that are seeking to employ in dividuals with disabilities. e . Other services that promise to contribute substantially to the rehabilitation of a group of individuals but that are not related directly to the IPE of any one individual with a disability. **4. Total Agency Expenditures**  **4 .A.**  **Total SE Program Expenditures includ ed in Sections 1, 2 and 3 above**  Enter the total amount of SE program expenditures that are included in Schedule I Sections 1, 2 and 3. **4.B. Total Innovation and Expansion Activity**  **Costs included in Sections 1, 2 and 3 above**  Enter the total amount of Innovation and Expansion Activity Costs included in Schedule I Sections 1, 2 and 3.

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- 0017 Expiration Date: xx/xx/xxxx p. 9 **Schedule II:**  **Labor Hours** This schedule reports the number of labor hours for agency staff who perform services for the VR and SE pro grams. Agency p ersonnel whose salaries are charged in whole or in part to VR, SE, or other rehabilitation funds must be reported. Labor hours are calculated using the number of hours worked during the reporting period. Since the reporting period for the RSA
- 2 report is October 1

– September 30, the number of weeks in the reporting period is 52. When calculating labor hours, include authorized leave (e.g., sick, vacation, jury duty, etc.).

 To compute the number of labor hours worked by full

-time emplo yees , multiply the number of full

time employees by 40 (hours per week) by 52 (number of weeks in the reporting period)
. For example, if calculating labor hours per year and the agency had five full

-time employees, the agency would multiply 5 X 40 X 52 to get 10,400 hours.

 To c ompute the labor hours worked by part

-time employees , multiply the number of hours worked per week by the number of weeks worked. Continuing the example, if the agency had one part -time employee who worked 20 hours per week for 30 weeks of the year and two others who worked 10 hours per week for 52 weeks, multiply 1 X 20 X 30 to equal 600 and 2 X 10 X 52 to equal 1,040. Then , a dd 600 and 1,040 to equal a total of 1,640 labor hours for part

-time workers.

 Add the number of labor hours for full

-time and part

-time employees. In this example, add 10,400 to 1,640 to equal a total of 12,040 labor hours worked. **1. Administrative Staff**  Enter the number of labor hours for agency personnel that perform administrative functions. Included i n this category are program evaluators, program planners, budgeting and fiscal personnel, and staff development. Clerical personnel who support the above administrative staff functions are also included
. The individuals who comprise administrative staff are usually all headquarters staff. They are the staff whose costs were reported on line 1.A of Schedule I. D o not include in this category the labor hours for staff whose salaries are subject to distribution pursuant to an Indirect Cost Agreement or Cos t Allocation Plan
. **2. Counselor Staff**  Enter the number of labor hours for agency personnel who carry a VR caseload and perform VR counselor functions. Include the hours that supervisors or rehabilitation teachers spend managing caseloads and performing th e functions of a VR counselor
. **3. Staff Supporting Counselor Activities**  Enter the number of FTEs for agency personnel, other than those included as c ounselor s taff above, who directly or indirectly support c ounselor s taff in providing services to individuals with disabilities. Included in this cate gory are clerical personnel (other than those included on line 1 , Administrative Staff, above), medical consultants, interviewers, placement officers, and specialists, district and local supervisors (except t

hat portion of their time assigned to a caseload), non

- caseload carrying rehabilitation teachers, psychologists, social workers, and other pro fessional personnel who do not have a caseload carrying responsibility.

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p. 10 **4. Other Staff**  Enter the number of labor hours for agency personnel that are not recorded in any of the above categories. Included in this category are staff providing management and supervision services under the Business Enterprise Program (e.g., Randolph

- Sheppard Program), State Coordinators for the Deaf and the Deaf/Blind, etc. **5. State’s Full Time Hours**  Enter the number of hours per week considered full time in the State ( i.e. , 37.5 hours, 40 hours).

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p. 11 **Schedule III: Number of Individuals Served and Purchased Service Expenditures by Serv** **ice**

**Category** The purpose of this schedule is to provide information on the number of individuals with disabilities receiving services and on the funds expended on their behalf by the state VR agency fo r each major type of VR service using VR or SE program funds during the fiscal year for which the form is being prepared. The services and expenditures included in Schedule III are the same services and expenditures of those reported on the RSA

- 911. The dollar amounts to be reflected on this schedule are the same as the total of the amounts included in Schedule I Section 2, Service Expenditures. In the column “Number of Individuals,” enter the number of individuals who were provided services by the s tate VR agency or for whom services were purchased. If an individual received a service under one of the categories more than one time, count that individual only once for that service category. For the lines in the columns titled “Amount ,” enter the amount of expenditures made by the s tate VR agency for the r espective VR service categories. In the “Number of Individuals” column, no individual may be counted more than once in a single category, but the same individual may be included in more than one category. However, if , during the FY covered by this report , an individual had his or her record of services closed and that individual later reapplied for services by September 30 th of that FY , count that individual as two separate individuals for the purposes of reporting the number of individuals on Schedule II I. **1. Assessment**  Assessment means services provided and activities performed to determine an individual’s eligibility for VR services, to assign an individual to a priority category of a State VR agency that operates under an order of selection, and/or to determine the nature and scope of VR services to be included in the IPE. Include here trial work experiences and extended evaluation. Assessments to determine eligibility, assignment of a priority category or the nature or scope of services to be included on the IPE include, but are not limited to psychological assessments , audiological e valuations, dental and medical exams and other assessments of personality, interests, interpersonal skills, intelligence and related functional capacities, educational achievements, work experience, vocational aptitudes, personal and social adjustments, and employment opportunities of the individual and the medical, psychiatric, psychological, and other pertinent vocational, educational, cultural, social, recreational, an d environmental factors that affect the employment and rehabilitation needs of the individual. See also 34 CFR 361.5(b)(6) and 34 CFR 361.48. **2. Diagnosis and Treatment of Impairments**  Diagnosis and treatment of impairments are those services beyond ass essment as defined in 34 CFR 361.5(b)(6). This category is not meant to include assessment services such as a psychological or psychiatric evaluation, medical or dental exam. The services in this service category refer to the diagnosed disability and are necessary for the achievement of the individual’s employment goal. See also 34 CFR 361.48.

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p. 12 Diagnosis and treatment of impairments means: a) Corrective surgery or therapeutic treatment that is likely, within a reasonable period of time, to correct or mo dify substantially a physical or mental impairment that constitutes a substantial impediment to employment; b) Diagnosis and treatment for mental and emotional disorders by qualified personnel who meet State licensure laws; c) Dentistry; d) Nursing services; e) Necessary hospitalization (either inpatient or outpatient care) in connection with surgery or treatment; f) Drugs and supplies; g) Prescription of prosthetics and/or orthotics related to the individual’s diagnosed disability and is necessary for the achievement of the employment outcome; h) Prescription of eyeglasses and visual services, including visual training, related to the individual’s diagnosed disability and necessary for the achievement of the employment outcome; i) Podiatry; j) Physical therapy; k) Occupational therapy; l) Speech or hearing therapy; m) Mental health services; n) Treatment of either acute or chronic medical complications and emergencies that are associated with or arise out of the provision of physical and mental restoration services or that are inherent in the condition under treatment; o) Special services for the treatment of individuals with end

- stage renal disease, including transplantation, dialysis, artificial kidneys, and supplies; p) Other medical or me dically related rehabilitation services; and q) Medical care for acute conditions arising during rehabilitation and constituting a barrier to the achievement of an employment outcome is also included in this category. **3. Vocational Rehabilitation Counse**  **ling and Guidance** Vocational rehabilitation counseling and guidance includes information and support services to assist an individual in exercising informe d choice and is distinct from the case management relationship that exists between the counselor and the individual during the vocational rehabilitation process. **General Note on Training** Training services are designed to help the individual improve educationally or vocationally or to adjust to the functional limitations of his or her impairment. If the individual receives more than one type of training, each type should be recorded. For those individuals not seeking a degree or certificate, but are attending a course in a college or university, code this type of training under Miscellaneous Training. **4. Graduate College or University Training**  Full

-time or part

-time academic training leading to a degree recognized as being beyond a baccalaureate degree, such as a Master of Science, Arts (M.S. or M.A.) or Doctor of Philosophy (Ph.D.) or Doctor of Jurisprudence (J.D.). Such training may be provided by a college or university.

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p. 13 **5. Four** **- Year College or University Training**  Full

-time or part

-time academic training leading to a baccalaureate degree, a certificate or other recognized educational credential. Such training may be provided by a four

- year college or university or technical college. **6. Junior or Community College Training**  Full

-time or part

-time academic training above the high school level leading to an associate degree, a certificate or other recognized educational credential. Such training may be provided by a community college, junior college, or technical college. **7. Occupational or Vocational Training**  Occupational, vocational, or job skill training provided by a community college and/or business, vocational/trade or technical school to prepare students for gainful employment in a recognized occupation, not leading to an academic degree or certification. This would include selected courses or programs of study at a community college , four
-year college, university , technical college , or proprietary schools or programs
. **8. On**  **- the**  **-**

**job Training** Training in specific job skills by a prospective employer. Generally the trainee is paid during this training and will remain in the same or a similar j ob upon successful completion. 

### 9. **Apprenticeship Training** An apprenticeship program is a work

- based employ ment and training program that combines hands

- on, on - the

-

job work experience in a skilled occupation with related classroom instruction. Structured apprenticeship programs generall y have minimum requirements for the duration of on

- the job work experience and classroom instruction, and/or could utilize competency- based elements but should have mechanisms in place to ensure quality and cons istency

of skills acquisition. Other elements that distinguish apprenticeship programs from other work

- based efforts including co

- op education, on

- the

- job training, and internships are the following: includes supervision and structured mentoring; provide s for wage increases as an apprentice's skills increase; is based on an employer

- employee relationship; and provides an Industry

recognized certificate of completion of the program. **10. Basic Academic Remedial or Literacy Training**  Literacy training or training provided to remediate basic academic ski lls that are needed to function on the job in the competitive labor market. **11. Job Readiness Training**  Training to prepare an individual for the world of work (e.g., appropriate work behaviors, getting to work on time, appropriate dress and grooming, increasing productivity). **12. Disability** **- Related Skills Training**  Disability

-related skills training includes but is not limited to: orientation and mobility; rehabilitation teaching; training in the use o f low vision aids; Braille; speech reading; sign language; and cognitive training/retraining. **13. Miscellaneous Training**  Any training not recorded in one of the other categories listed, including GED or high school training leading to a diploma , or cour ses taken at four
-year, junior or community college s.

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p. 14 **General Note on Job -**  **Related Services:** Job

- related services include job search assistance, job placement assistance, and on

- the

- job support services. **14. Job Search Assistance** Job search activities su

pport and assist an individual in searching for an appropriate job. Job search assistance may include help in resume preparation, identifying appropriate job opportunities, developing interview skills, and making contacts with companies on behalf of the co nsumer. 

### 15. Job Placement Assistance Job placement assistance is a referral to a specific job resulting in an interview, whether or not the individual obtained the job. 

### 16. On **- the**  **-**

**job Supports**

**– Short term**  Support services provided to an individual who has been placed in employment in order to stabilize the placement and enhance job retention. Such services include short

-term job coaching for persons who do not have a supported employment goal consistent with the employment goal on their IPE s . 

### 17. On **- t**  **he -** 

**job Supports**

**– SE**  On
- going s upport services and other appropriate services needed to support and maintain an individual with a most significant disability in supported employ

ment for a period of time generall y not to exceed 18 months. These services , such as job coaching , are for individuals who have SE and long

- term supports identified on their IPEs
. These services are funded using Title VI , Part B , and Title I fund s . **18. Transportation** Transportation, including adequate training in the use of publ ic transportation vehicles and sy stems, means travel and related expenses that are necessary to enable an applicant or eligible individual to participate in a VR service. Examples of transportation services/expenses include, but are not limited to: a. travel and related expenses for a personal care attendant or aide if the services of that person are necessary

to enable the individual to travel t o participate in any VR service; b. relocation expenses incurred b y the individual in connection with a job placement that is a significant distance from the individual's curr ent residence; c. the purchase and repair of vehicles, including vans. This specificall y excludes the modification of vehicles, which is to be reported as rehabilitation technology; and d. training in the use of public transportation vehicles and sy stems.

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p. 15 **19. Maintenance** Maintenance means monetary support provided for those expenses such as food, shelter and clothing that are in excess of the normal expenses of the individual, and that are ne cessitated by the individual’s participation in an assessment for determining eligibility and VR needs or while receiving services under an IPE. Examples of maintenance expenses include, but are not limited to: a. cost of uniforms or other suitable clothing required for an individual's job placement or job seeking activities; b. cost of short

- term expenses, such as food and shelter, that is required in order for an individual to participate in assessment or vocational training at a site that is not within commuting distance of an individual's home; c. initial one

- time costs, such as security deposits or charges for the initiation of utilities, that are required in order for an individual to relocate for a job placement; and d. cost of an individual’s partic ipation in enrichment activities related to that individual's training program. **20. Rehabilitation Technology** Rehabilitation technology means the s ys tematic application of technologies, engineering methodologies, or scientific principles to meet the needs of, and address the barriers confronted b y, individuals with disabilities in areas that include education, rehabilitation, employ ment, transportation, independent living, recreation, home and vehicular modification, other assistive devices including, but not limited to hearing aids, low vision aids and wheelchairs. Rehabilitation technology includes rehabilitation engineering, assistive technology

devices, and assistive technology services. See also 34 CFR 361.5(b)(45). The term includes the following: a) Rehabilitation Engineering Services, which are the sy stematic application of engineering sciences to design, develop, test, evaluate, appl y, and distribute technological solutions to problems confronted b y VR individuals in functional areas such as mobility, communications, hearing, vision, and cognition, and in activities associated with employ ment, independent living, education, and integration into the community
. b) Assistive Technology Devices, which are any

items, piece of equipment, or product sy stem, wh ether acquired commerciall y off the shelf, modified or customized, that is used to increase, maintain, or improve the functional capabilities of a VR customer. c) Assistive Technology Services, which are any

services that directl y assist an individual with a disability

in the selection, acquisition, or use of an assistive technology device. Services may

include: 1) evaluating the needs of an individual, including a functional evaluation of the individual in his/her customary environment; 2) purchasing, leasing , or otherwise providing for the acquisition by an individual of an assistive technology

device; 3) selecting, designing, fitting, customizing, adapting, appl yi ng, maintaining, repairing, or replacing assistive technology devices; 4) coordinating and using other therapies, interventions, or services with assistive technology

devices, such as those associated with existing education and rehabilitation plans and programs;

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p. 16 5) training or providing technical assistance for an individual or, if appropriate, the family members, guardians, advocates, or authorized representatives of the individual; and 6) training or providing technical assistance for professionals (including individuals providing education and rehabilitation services), employers, or others who pro vide services to, emplo y, or are otherwise substantiall y involved in the major life functions of VR individuals to the extent that training or technical assistance is necessary for individuals to achieve an employ ment outcome. **General Note on Personal Ass istance Services**  Personal Assistance Services are a range of services provided b y one or more persons designed to assist an individual to perform dail y living activities on or off the job that the individual would ty picall y perform without assistance if h e or she did not have a disability . The services must be designed to increase the individual’s control in life and ability to perform everyday

activities on or off the job. The services must be necessary to the achievement of an employ ment outcome and may be provided only while the individual is receiving other VR services. The services may include training in managing, supervising, and directing personal assistance services. Three distinct services that are considered personal assistance services are reader services, interpreter services, and personal attendant services. Further information on recording each of these services follows. Record onl y whether and which of these services were provided to the individual (e.g., if the same person provided bo th reader service and personal attendant service to an individual, indicate both services). **21. Reader Services** Reader services are for individuals who cannot read print because of blindness or other disability . Reader services include, in addition to re ading aloud, transcription of printed information into Braille or sound recordings if the individual requests such transcription. Reader services are generally for individuals who are blind or deaf

- blind, but may

also include individuals unable to read be cause of serious neurological disorders, specific learning disabilities, or other phy sical or mental impairments. **22. Interpreter Services** Interpreter services are sign language or oral interpretation services for individuals who are deaf or hard of heari ng and tactile interpretation services for individuals who are deaf

-blind. Specially trained individuals perform sign language or oral interpretation. Also include here real

-time captioning services for persons who are deaf or hard of hearing. Do not in clude language interpretation in this category, but in "other services". 

### 23. Personal Attendant Services Personal attendant services are those personal services that an attendant performs for an individual with a disability including, but not limited to b athing, feeding, dressing, providing mobility and transportation, etc., in multiple settings to include home, work and training facilities/school.

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p. 17 **24. Technical Assistance Services** Technical assistance and other consultation services provided to conduct m arket analy ses, to develop business plans, and to provide resources to individuals in the pursuit of self

employ ment, telecommuting and small business operation outcomes. **25. Information and Referral Services** In formation and referral services are provided to individuals who need services from other agencies ( e.g., through cooperative agreements) not available through the VR program. **26. Benefits Counseling**  Assistance provided to an individual who is interested in becoming employed but is uncertain about the impact of work income on any disability benefits and entitlements being received and/or may

not be aware of benefits, such as access to healthcare, that might be available to support any

work attempt. This ty

picall y involves an anal ys is of an individual’s current benefits, such as SSDI and SSI , the individual’s financial situation, and what effect different income levels from work will have on the individual’s future financial situation. This assistance is intended to give the individual an opportunity to make an informed choice regarding the pursuit of employ ment. Ongoing assistance may also be provided as the individual decides upon employ ment goals, searches for jobs, and obtains employ ment. **27. Customized Employment Services** Services that involve a blend of flexible strategies that result in the provision of individually negotiated and designed services, supports, and job opportunities for an individual with a disability and that lead to an employ ment outcome of customized employ ment, including sel f
- employ ment. A key

factor in deciding if a service is a customized employ ment service is the presence of emplo yer negotiation, including customizing a job description based on current unidentified and unmet needs of the employer and the needs of the empl oyee; developing a set of job duties or tasks; developing a work schedule (including determining hours worked); determining a job location; developing a job arrangement (such as job carving, job sharing, or a split schedule); or determining specifics of su pervision. **28. Other Services** Use this category

for all other VR services that cannot be recorded elsewhere. Included here are occupational licenses, tools and equipment, initial stocks and supplies. **2 9**  **. Total Purchased Service Expenditures**  **29.A. T**  **otal SE Program Service Expenditures included in Schedule III above** Enter the total amount of SE program service expenditures included in lines 1 through 28 above. **30. Certification A.**  **Typed or Printed Name and Title of Authorized Certifying Official** Enter the name and title of the authorized certifying official.

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p. 18 **B. Telephone (Area code, number and extension)**  Enter the telephone number of the authorized certifying official using the specified format. **C. Email Address**  Enter the email address of the authorized certifying official. **D. Signature of Authorized Certifying Official**  **E. Date Report Submitted (Month, Day, Year)**  Enter the date the report is submitted using the specified format. **REPORT SUBMISSION**  RSA
- 2 forms must be submitted electronically through the RSA Man agement Information System (RSA

MIS). To enter data into this form online, visit http://rsa.ed.gov . Individuals must have a user ID and password. If you do not have a user ID, select Help and then Info for New Users for instructions. The procedures for obtaining a user ID are also located in the “Getting Started” section of the RSA

- MI S User Guide at: http://www.ed.gov/rschstat/eval/rehab/rsami s/rsamis_help.html Questions regarding the RSA

- 2 form or instructions may be sent to david.steele@ed.gov or mailed to:

US Department of Education State Monitoring and Program Improvement Division Fiscal Unit Attn: David Steele , PCP 50 34 400 Maryland Avenue, SW Washington, DC 20202

-2800



### Public Burden Statement: According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless such collection display s a valid OMB control number. Public reporting burden for this collection of information is estimated to average 4 hours per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. The obligation to respond to this collection is required to obtain or retain benefit (Rehabilitation Act of 1973, as amended). Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the U.S. Department of Education, 400 Maryland Ave., SW, Washington, DC 20210

- 4537 or email ICDocketMgr@ed.gov and reference the OMB Control Number 1820

- 0017. Note: Please do not return the completed RSA

- 2 Form to this address.