1820-0017

Expiration Date: xx/xx/xxxx

p. 1

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 Supported Employment (SE) 

Services Program authorized under the Rehabilitation Act of 1973, as amended (Rehabilitation Act). The 

RSA-2 captures: 

 Administrative expenditures for the VR and SE programs;

 VR program service expenditures by category;

 SE administrative 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 Rehabilitation 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 Congress, 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 training and manpower development. 

When these data are analyzed in conjunction 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 services 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. Additionally, 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 Fiscal Year (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-service 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 

federal, state and other rehabilitation funds. For the purpose of this report, expenditures include federal 
1820-0017

Expiration Date: xx/xx/xxxx

p. 2

and non-federal funds used in the VR and SE programs. Expenditures do not include unliquidated 

obligations.

Since the RSA-2 requires accrual information, if the recipient’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 

with 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 Expenditures 

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 Parts 361 or 363, or in the Education Department 

General Administrative Regulations (EDGAR) at 34 CFR Part 80. VR regulations at 34 CFR 361.4(a)(5) 

make it clear that 34 CFR Part 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 Part 

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);

 services 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.
1820-0017

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 enable 

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) Extended 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) Personal 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, organization, 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 benefits 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 of 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. 
1820-0017

Expiration Date: xx/xx/xxxx

p. 4

4. Field Office:

Locations, other than the designated state 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 Title I, State 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 (34 CFR 361.49); and

E. interagency 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 nonfederal 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 CFR 363.6(c)(iv)).

7. Other Rehabilitation Funds:

Funds, other than VR or SE program funds, that are under the control of the state VR agency and are 

not eligible to be used as match for VR program federal funds. Program income is included in this 

category 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:

Expenditures 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 job 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 3C.
1820-0017

Expiration Date: xx/xx/xxxx

p. 5

9. Program Income:

Gross income received by the state VR agency that is directly generated by an activity supported 

under the VR or SE program (34 CFR 80.25). Sources of program income include: 

A. payments from the Social Security Administration 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 state 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 dollars 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, financial management, information systems, providing program information to the 

public, State Rehabilitation Council and other advisory committees, the removal of architectural 

barriers in state VR agency offices and state-operated rehabilitation facilities, operating and 

maintaining Designated State Unit (DSU) facilities, equipment, and grounds, supplies, administration 

of Comprehensive 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 expended 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. Other administrative expenses could include staff travel, rent, 

utilities, and supply costs, etc.

1.C. Indirect Costs

Enter the amount expended for administrative costs 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. Services Provided by Agency

Report in this category expenditures made by the state 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 other services, including Orientation, Mobility and Rehab Teaching/Training 

Services Costs.
1820-0017

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 staff.

2.A.2. Services Provided by Agency-Operated Community 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 employed at agency-operated CRP(s). 

b. All others services, 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 agencyoperated 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 state, 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 from 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. Establishment, 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 Rehabilitation 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 

federal share of expenditures made for the construction of a facility for CRP purposes may not 

be more than 50 percent of the total cost of the project. 
1820-0017

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 state VR agency. Include in this total the expenditures for management 

services and supervision, initial stock and supplies, 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 services 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 methods 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 services 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 individuals 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 included 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.
1820-0017

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 

programs. Agency personnel 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 employees, multiply the number of fulltime 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 compute 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, add 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 

in 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. Do not include in this category the 

labor hours for staff whose salaries are subject to distribution pursuant to an Indirect Cost Agreement 

or Cost 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 the functions of a VR counselor.

3. Staff Supporting Counselor Activities 

Enter the number of FTEs for agency personnel, other than those included as counselor staff above, 

who directly or indirectly support counselor staff in providing services to individuals with disabilities. 

Included in this category 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 that portion of their time assigned to a caseload), non-caseload carrying 

rehabilitation teachers, psychologists, social workers, and other professional personnel who do not 

have a caseload carrying responsibility.
1820-0017

Expiration Date: xx/xx/xxxx

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). 
1820-0017

Expiration Date: xx/xx/xxxx

p. 11

Schedule III: Number of Individuals Served and Purchased Service Expenditures by Service 

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 for 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 state 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 state VR agency for 

the respective 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 30th of that FY, count that individual as two separate individuals for 

the purposes of reporting the number of individuals on Schedule III.

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 evaluations, 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, 

and 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 assessment 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.
1820-0017

Expiration Date: xx/xx/xxxx

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 modify 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 medically 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 Counseling and Guidance

Vocational rehabilitation counseling and guidance includes information and support services to assist 

an individual in exercising informed 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.
1820-0017

Expiration Date: xx/xx/xxxx

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 job upon successful completion.

9. Apprenticeship Training

An apprenticeship program is a work-based employment and training program that combines 

hands-on, on-the-job work experience in a skilled occupation with related classroom 

instruction. Structured apprenticeship programs generally 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 

consistency 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; provides 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 skills 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 of 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 courses taken at four-year, junior or community colleges.
1820-0017

Expiration Date: xx/xx/xxxx

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 support 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 consumer.

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 IPEs.

17. On-the-job Supports – SE 

On-going support services and other appropriate services needed to support and maintain an 

individual with a most significant disability in supported employment for a period of time 

generally 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 funds.

18. Transportation

Transportation, including adequate training in the use of public transportation vehicles and 

systems, 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 to participate in any VR service;

b. relocation expenses incurred by the individual in connection with a job placement that is 

a significant distance from the individual's current residence;

c. the purchase and repair of vehicles, including vans. This specifically excludes the 

modification of vehicles, which is to be reported as rehabilitation technology; and

d. training in the use of public transportation vehicles and systems.
1820-0017

Expiration Date: xx/xx/xxxx

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 necessitated 

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 participation in enrichment activities related to that individual's 

training program.

20. Rehabilitation Technology

Rehabilitation technology means the systematic application of technologies, engineering 

methodologies, or scientific principles to meet the needs of, and address the barriers 

confronted by, individuals with disabilities in areas that include education, rehabilitation, 

employment, 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 systematic application of engineering 

sciences to design, develop, test, evaluate, apply, and distribute technological solutions to 

problems confronted by VR individuals in functional areas such as mobility,

communications, hearing, vision, and cognition, and in activities associated with 

employment, independent living, education, and integration into the community.

b) Assistive Technology Devices, which are any items, piece of equipment, or product 

system, whether acquired commercially 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 directly 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, applying, 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;
1820-0017

Expiration Date: xx/xx/xxxx

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 provide 

services to, employ, or are otherwise substantially involved in the major life functions 

of VR individuals to the extent that training or technical assistance is necessary for 

individuals to achieve an employment outcome.

General Note on Personal Assistance Services

Personal Assistance Services are a range of services provided by one or more persons designed 

to assist an individual to perform daily living activities on or off the job that the individual would 

typically perform without assistance if he 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 employment 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 only whether and which of these services were provided to the 

individual (e.g., if the same person provided both 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 reading 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 because of serious neurological disorders, specific learning 

disabilities, or other physical or mental impairments.

22. Interpreter Services

Interpreter services are sign language or oral interpretation services for individuals who are deaf or 

hard of hearing 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 include 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 bathing, feeding, dressing, providing 

mobility and transportation, etc., in multiple settings to include home, work and training 

facilities/school.
1820-0017

Expiration Date: xx/xx/xxxx

p. 17

24. Technical Assistance Services

Technical assistance and other consultation services provided to conduct market analyses, to 

develop business plans, and to provide resources to individuals in the pursuit of selfemployment, telecommuting and small business operation outcomes.

25. Information and Referral Services

Information 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 typically involves an analysis 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 employment. Ongoing assistance may also be provided as the 

individual decides upon employment goals, searches for jobs, and obtains employment.

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 employment outcome of customized employment, including 

self-employment. A key factor in deciding if a service is a customized employment service 

is the presence of employer negotiation, including customizing a job description based on 

current unidentified and unmet needs of the employer and the needs of the employee; 

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 supervision.

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.

29. Total Purchased Service Expenditures

29.A. Total 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.
1820-0017

Expiration Date: xx/xx/xxxx

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 Management Information System (RSAMIS). 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-MIS User 

Guide at: http://www.ed.gov/rschstat/eval/rehab/rsamis/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 5034

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 displays 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.