TVR Journey Resources

Relationship Building and Cultural Significance Checklist 

• Create and implement a culturally appropriate TVR model. 
• Adopt a holistic perspective in all participant interactions.  
• Integrate cultural humility in service delivery. 
• Assess and enhance organizational capacity to meet community cultural needs. 
• Maintain confidentiality and accountability in service delivery. 

Resources:

• Cultural Humility Example (1.3)
• Culturally Appropriate TVR Model Example: Hopi (1.4)
• Culturally Appropriate TVR Model Example: Navajo (1.5)
• TVR Confidentiality Form Example (1.6)
• TVR Confidentiality Policy Example One (1.7)
• TVR Confidentiality Policy Example Two (1.9)

Critical Connections and Collaboration Checklist 

• Build strong relationships with participants, families, and community partners. 
• Provide clear, culturally respectful guidance to support informed choice. 
• Develop consistent outreach strategies tailored to the community. 
• Establish efficient information and referral systems (e.g., referral forms, orientation practices). 
• Coordinate with State VR agencies, employers, and service providers to maximize resources. 
• Create and distribute a program brochure with culturally appropriate messaging. 
• Create a referral form and supporting documentation for participants and partners. 
• Develop Client Assistance Program (CAP) literature to inform participants of their rights. 
• Build and maintain a network of community resources and agency partners. 
• Adopt measures that ensure accountability in response to cultural practices. 

Resources:

• Community Event Flyer for Outreach Example 2.3
• VR Program Brochure Example One 2.4
• VR Program Brochure Example Two 2.6
• VR Outreach Example 2.8
• Referral Form Example 2.16
• Informed Choice Example 2.17
• Outreach And Referral Policy Example 2.19

Tools for the TVR Journey Checklist 

• Conduct a comprehensive assessment covering the “Great Eight.” 
• Establish trust and cultural sensitivity in the intake process. 
• Ensure applications are complete and eligibility determined within required timelines. 
• Provide flexibility for trial work experiences and re-application when appropriate. 
• Maintain clear, timely, and culturally responsive case note documentation. 
• Secure participant records to uphold confidentiality. 

Resources:

• Great Eight Comprehensive Assessment Example 3.4
• All Tribe VR Case Filing Procedure 3.5
• TVR Intake Form 3.7
• Intake Process 3.11
• All Tribe Vocational Rehabilitation Project Application Example 3.13
• TVR Services Application Example 3.15

Gathering Essential Information and Moving Forward Checklist 

• Obtain a signed Release(s) of Information (ROI). 
• Collect documentation to support eligibility (medical records, Tribal enrollment, address, etc.). 
• Obtain SSI/SSDI documentation if applicable. 
• Complete the comprehensive assessment. 
• Compile functional limitations from existing data or new assessments. 
• Request additional assessments as needed (medical, vocational, psychological, cultural, etc.). 
• Develop a preliminary list of services for IPE. 
• Create an eligibility determination case note. 
• Create an IPE development case note with justification for the employment goal. 
• Provide the applicant with written eligibility/ineligibility decision letter. 
• Deliver CAP information when ineligible determination is made. 

Resources:

• TVR Vocational Rehabilitation Assessment Handout 4.4
• TVR Assessment Types for Tribal VR 4.7
• Eligibility Criteria 4.9
• Certificate of Eligibility/Ineligibility (COE) Tool 4.10
• Certificate of Eligibility/Ineligibility Form 4.12
• Functional Capacity Categories and Limitations 4.14
• Eligibility Determination Example One 4.19
• Eligibility Determination Example Two 4.21
• Presumption of Eligibility Resource Tool 4.23
• Trial Work Experience 4.27

Tools for Mapping the TVR Journey Checklist 

• Employment goal has been identified. 
• Determination and application of comparable benefits completed. 
• SSI/SSDI documentation obtained if applicable. 
• Comprehensive Assessment completed and referenced. 
• Functional limitations compiled from data/assessments. 
• List of necessary services developed. 
• Eligibility Determination Case Note created. 
• IPE Development Case Note created with justification for employment goal. 
• Participant and counselor have signed/delivered accessible IPE copy. 
• Supervisor approval obtained (if required). 

Resources:

• TVR IPE Example 5.4
• Vocational Rehabilitation Services 5.7
• IPE Amendment 5.14
• IPE Justification Case Note Example 5.16
• IPE Case Note Example 5.17

Tools for Support Throughout the TVR Journey Checklist 

• Note start and completion dates of TVR services in the IPE. 
• Maintain contact with participants to monitor progress toward employment outcomes. 
• Explain participant responsibilities and the requirement for active engagement in IPE services. 
• Identify and document comparable services and benefits. 
• Record participant informed choice and expected outcomes in case notes. 
• Amend the IPE as services are added, changed, or completed. 
• Authorize payment for goods and services per project policy. 
• Document provision and outcomes of participant services in case notes. 

Resources:

• VR Services: Transition Services for Students with Disabilities 6.4
• Transition Services Brochure Example 6.6
• Implementation of Job Services and Outcomes 6.8
• Job Support Services 6.12

Tools for Empowering Life Success and Interdependence Checklist 

• Participant employment goal achieved. 
• Participant achieves 90 consecutive days of employment in job placement. 
• Successful participant closure document completed. 
• All IPE services provided and documented in case notes. 
• Closure justification case note placed in case file. 
• Supporting documentation of employment placed in case file. 
• Case closure letter mailed to participant. 
• Self-advocacy goals and community resource supports documented. 
• Self-employment or subsistence activity supports tracked and recorded. 

Resources:

• Empowering Self-Sufficiency: Introducing the TVR
• Self-Employment Toolkit 7.5
• Readiness Self-Assessment Worksheet 7.7
• Values Worksheet 7.9
• Values Worksheet Example 7.11
• Business Plan Outline 7.14
• MTVR Subsistence Planner Example 7.18

Continued Resiliency Checklist 

• Employment goal achieved. 
• Participant maintained minimum 90 days of employment. 
• Compensation verified and comparable to non-disabled peers. 
• Successful closure document completed. 
• Closure letter mailed to participant. 
• All post-employment IPE services completed. 
• IPE amended to include post-employment services. 
• Post-employment closure case note added to file. 
• Supporting documentation of employment added to file. 

Resources:

• Case Closure Types 8.4
• Progress Note Example 8.7
• Successful Closure Checklist and Consultation Form 8.8
• Other Closure Checklist and Consultation Form 8.9
• Post-Employment Resource Tool 8.10
• Post-Employment Services Brochure Example 8.13
• Post-Employment Services Checklist 8.15
• Records Retention Policy Example 8.17

• Trial Work Experience
• Intake Process
• Culturally Appropriate Intake Resource
• Comprehensive Assessment
• IPE Development presentation 
• 30 Day Placement Plan
• IPE Roadmap to Employment
• Provision of Services: Maintenance