Gathering Essential Information and Moving Forward
The fourth point of the star quilt emphasizes:
- person-centered planning (tailored to the individual)
- additional assessments
- eligibility/ineligibility determination
Participant assessment is a crucial step in successful rehabilitation. It involves evaluating a participant’s work and training history, functional abilities, and social and behavioral characteristics. Assessments are most frequently used during two stages of the TVR journey: eligibility determination and IPE development.
The comprehensive assessment is the most critical evaluation TVR counselors conduct. It is used throughout the TVR journey to maintain up-to-date information, document functional limitations, and track progress toward employment goals.
Person-centered planning empowers participants to take an active role in shaping their rehabilitation journey. By focusing on the individual’s strengths, interests, cultural values, and community supports, person-centered planning provides the foundation for developing the Individualized Plan for Employment (IPE). This process ensures that services are meaningful, culturally grounded, and aligned with both participant goals and TVR project capacity.
Additional assessments may be needed depending on the participant’s situation. These can help identify barriers, determine eligibility, and guide IPE development. They may include:
- traditional/cultural assessments,
- medical or psychological evaluations,
- vocational or functional capacity assessments,
- environmental or situational assessments, and
- low-vision or assistive technology (AT) assessments.
To progress in the TVR journey, applicants must meet the eligibility criteria for TVR services outlined in 34 CFR 371.1. According to Section 102(a)(6), an applicant is eligible for TVR services if they meet all of the following six criteria:
- The applicant must have a physical or mental impairment (34 CFR 371.1).
- The physical or mental impairment must constitute or result in a substantial impediment to employment.
- There needs to be a reasonable expectation that the applicant can benefit from TVR services in terms of an employment outcome.
- The applicant requires TVR services to prepare for, enter into, engage in, or retain employment consistent with the applicant’s (i) strengths, (ii) resources, (iii) interests, (iv) priorities, (v) concerns, (vi) abilities, (vii) capabilities, and (viii) informed choice (the “Great Eight”).
- The applicant is a member of a Federally or State-recognized Tribe (34 CFR 371.1 & 371.4(b)).
- The applicant lives in or near the TVR project’s service area (34 CFR 371.1; 371.4(b) & 371.41(b)).
If applicants meet all six criteria, they are found eligible. If not, they are found ineligible. Eligibility must generally be determined within 60 days, unless circumstances beyond staff control require an extension (with participant agreement), or when a trial work experience is needed to assess skills and potential for competitive employment (per § 361.42(e)).
Core Practices
Implement Person-Centered Planning
- Empower participants to direct their rehabilitation journey by honoring their strengths, resources, interests, priorities, and cultural identity.
- Involve family, Tribal, and community resources in the planning process.
- Use the IPE as a living document that evolves as participant needs and goals develop.
Conduct and Integrate Assessments
- Use the comprehensive assessment as the foundation for both eligibility determination and IPE development.
- Request additional assessments when needed to clarify impairments, functional limitations, or service needs.
- Incorporate cultural, medical, vocational, or environmental assessments based on participant context.
Determine Eligibility or Ineligibility
- Apply the six criteria outlined in 34 CFR 371.1 consistently.
- For eligible applicants:
- sign and date an eligibility determination form,
- provide the applicant with a letter of eligibility, and
- place a copy in the case file.
- For ineligible applicants:
- complete, sign, and date an ineligibility determination form with reasons documented, and
- provide a letter of ineligibility with information on due process and CAP services.
- Apply presumptive eligibility for SSI/SSDI recipients when supporting documentation is obtained.
- Use eligibility extensions or trial work experiences only when necessary and documented.
Maintain Effective Case Note Documentation
- Record eligibility determinations, assessment findings, and IPE development promptly and clearly.
- Include functional limitations, service justifications, and culturally relevant details.
- Document ineligibility closures with sensitivity and ensure referral to alternative resources when appropriate.
Click the star quilt links to learn how to implement each phase of the TVR journey.
TVR Journey
The TVR Journey is available in a downloadable format that can be printed.
TVR Journey Guide
The TVR Journey Toolkit contains files and tools that will help guide you through each phase of the journey.