1. (a) Intake:

   1. (1) Social Security card;
   2. (2) Driver’s license/ID;
   3. (3) Application for services;
   4. (4) Informed consent (if under age eighteen (18));
   5. (5) Release of information form;
   6. (6) Conflict of interest form;
   7. (7) Copy of voter registration form or declination form; and
   8. (8) Substance abuse policy signature form.

2. (b) Assessment:

   1. (1) Copies of existing medical or mental health information;
   2. (2) Medical records/reports (Arkansas Rehabilitation Services/Arkansas Career Training Institute);
   3. (3) RIDAC referral form;
   4. (4) RIDAC/Arkansas Rehabilitation Services/Arkansas Career Training Institute medical and psychological reports;
   5. (5) RIDAC medical consultation form;
   6. (6) RIDAC psychological consultation form;
   7. (7) Local medical consultant form;
   8. (8) Memo from Arkansas Career Training Institute staff physician;
   9. (9) Neuropsychological reports;
   10. (10) Consultations;
   11. (11) Sixty-day assessment;
   12. (12) Copies of school transcripts;
   13. (13) Copies of psycho-educational testing conducted in schools or in the private sector;
   14. (14) IEP information;
   15. (15) Copies of medical reports;
   16. (16) Assistive technology reports; and
   17. (17) Recommendations for special accommodations or equipment.

3. (c) Eligibility:

   1. (1) VR Certificate of Eligibility/Ineligibility;
   2. (2) ILRS Certificate of Eligibility/Ineligibility;
   3. (3) Assessment for determining priority category (scope of case study);
   4. (4) Order of selection notification letter, if applicable;
   5. (5) Income verification;
   6. (6) Financial resource form; and
   7. (7) Award letter or verification (if Supplemental Security Income/Social Security Disability Insurance recipient).

4. (d) IPE:

   1. (1) Individualized plan for employment (IPE);
   2. (2) Individualized written client plan (Arkansas Career Training Institute);
   3. (3) Amendments;
   4. (4) Annual reviews completed; and
   5. (5) Exception to service provision policy.

5. (e) Authorizations:

   1. (1) Authorizations (Arkansas Rehabilitation Services/Arkansas Career Training Institute);
   2. (2) Attached billing statements/invoices; and
   3. (3) CRP statements of account and Community Program Development Section verification payment forms.

6. (f) Correspondence:

   1. (1) Referrals, internal and external;
   2. (2) Arkansas Career Training Institute, CRP, SE, employment services/job placement, and job services-VR only referral forms;
   3. (3) Copies of letters and emails;
   4. (4) Transition referral forms;
   5. (5) Letters to clients/client follow-up information form;
   6. (6) Referrals from Social Security;
   7. (7) Medical release request forms and letters;

   8. (8) Copies of forms mailed to client:

      1. (A) Due Process Forms;
      2. (B) Receipt/Release of Tools and Equipment; and
      3. (C) Consumer Satisfaction Surveys;
   9. (9) Internal memos and policy requests;
   10. (10) Small business referral information; and
   11. (11) Employment services/job placement referral forms.

7. (g) Progress reports:

   1. (1) Arkansas Career Training Institute vocational training monthly report forms;
   2. (2) Training progress reports;
   3. (3) Letters from trainee forms;
   4. (4) Counseling reports;
   5. (5) PT, OT, ST reports (Arkansas Rehabilitation Services/Arkansas Career Training Institute);
   6. (6) Social services reports;
   7. (7) Supported employment monthly progress reports forms;
   8. (8) Employment services/job placement closure forms;
   9. (9) CRP monthly progress reports for work adjustment and extended services;
   10. (10) Responsibilities of college students;
   11. (11) Documentation of job development and placement activities; and
   12. (12) Job services-VR only monthly progress reports forms.

8. (h) Closure:

   1. (1) Certificate of Eligibility/Ineligibility;
   2. (2) VR Case and Closure/Amendment Information Form; and
   3. (3) Documentation of registered letter to client prior to closure.

9. (i) Case review:

   1. (1) Case reviews;
   2. (2) Peer reviews;
   3. (3) Statewide case reviews;
   4. (4) United States Rehabilitation Services Administration reviews; and
   5. (5) Periodic on-site quality assurance team reviews.
10. (j) Items listed under case review may not be included in every case.
11. (k) This is not a comprehensive list.

Codification Notes: “CRP” means community rehabilitation program. "ID" means identification. "ILRS" means independent living rehabilitation services. "PT" means physical therapy. "OT" means occupational therapy. "RIDAC" means Rehabilitation Initial Diagnosis and Assessment for Clients. "SE" means supported employment. "ST" means speech therapy. "VR" means vocational rehabilitation.