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  2. Vocational Rehabilitation
  3. DVR Service Providers
  4. Report Use & Instructions

Report Use & Instructions

(May 2026)

Effective July 1, 2026 - June 30, 2028

The following tables summarize the reports and forms associated with DVR Statewide Services and Other Services. These tables are intended to provide a quick reference for required documentation, including report names and links, the purpose of each report, submission expectations, and the services to which each report or form applies. Service Providers are responsible for ensuring that all reports and forms submitted to DVR meet the requirements outlined in the Technical Specifications for the applicable service.

Statewide Services

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Service Report Name and Link Purpose of the Report Use and Submission Details
Discovery Profile CE Discovery Profile Report (DVR-18010-E) Use this report to describe the activities completed during the Discovery process. Submit once after completing all Discovery activities.
Customized Employment Job Preparation and Development Plan Job Development Plan (DVR-17036-E) Use this report to describe activities completed with the consumer to prepare and plan for job development and to identify employment and/or internship opportunities. Submit once following completion of activities and approval of the plan.
Customized Employment Job Development Hire Job Development Monthly Report (DVR-18028-E) Use this report to describe job development activities completed with the consumer each month to secure an internship and/or permanent position. Submit at the end of each month in which job development services activities are provided, until a job hire occurs.

Job Hire Report (Provider Portal link)

For non-portal users: Job Hire Report (DVR-17037-E)		 Use this report to notify DVR of specific job offer details and anticipated support needs or strategies. Submit once within five (5) days of job hire offer.
Job and Task Analysis Job and Task Analysis Report (DVR-18215-E) Use this report to explain anticipated support needs and instructional strategies at the start of employment or Internship/Temporary Work. Complete within one (1) calendar week of consumer's start date and submit as soon as possible.
Customized Employment Monthly Systematic Instruction Systematic Instruction Report (DVR-18212-E) Once the consumer begins working, use this report to describe ongoing support efforts. Submit at the end of each month in which the service was provided.
Customized Employment Retention Job Retention Report (DVR-17038-E) Use this report to describe efforts to ensure the consumer maintains employment, when Systematic Instruction is not authorized. Submit monthly when Retention is authorized.
Customized Employment Transition to Long-Term Support Transition to LTS Report (DVR-18037-E) Use this report to describe ongoing consumer support needs and the agreed plan for transition to LTS. Submit once after all parties agree on the transition plan and activities are complete.

Required Reporting Templates

Service Report Name and Link Purpose of the Report Use and Submission Details
IPS Career Profile IPS Career Profile Report (DVR-18018-E) Use this report to describe the activities completed during the Career Profile process. Submit once after completing all Career Profile activities.
IPS Job Preparation and Development Plan Job Development Plan (DVR-17036-E) Use this report to describe activities completed with the consumer to prepare and plan for job development and to identify employment and/or internship opportunities. Submit once following completion of activities and approval of the plan.
IPS Job Development Hire Job Development Monthly Report (DVR-18028-E) Use this report to describe job development activities completed with the consumer each month to secure an internship and/or permanent position. Submit at the end of each month in which job development services activities are provided, until a job hire occurs.

Job Hire Report (Provider Portal link)

For non-portal users: Job Hire Report (DVR-17037-E)		 Use this report to notify DVR of specific job offer details and anticipated support needs or strategies. Submit once within five (5) days of job hire offer.
Job and Task Analysis Job and Task Analysis Report (DVR-18215-E) Use this report to explain anticipated support needs and instructional strategies at the start of employment or Internship/Temporary Work. Complete within one (1) calendar week of consumer's start date and submit as soon as possible.
IPS Monthly Systematic Instruction Systematic Instruction Report (DVR-18212-E) Once the consumer begins working, use this report to describe ongoing support efforts. Submit at the end of each month in which the service was provided.
IPS Job Retention Job Retention Report (DVR-17038-E) Use this report to describe efforts to ensure a consumer maintains employment, when Systematic Instruction is not authorized. Submit monthly when Retention is authorized.
IPS Transition to Long-Term Support Transition to LTS Report (DVR-18037-E) Use this report to describe ongoing consumer support needs and the agreed plan for transition to LTS. Submit once after all parties agree on the transition plan and activities are complete.
Service Report Name and Link Purpose of the Report Use and Submission Details
Internship/Temporary Work Internship/Temporary Work Agreement (DVR-17206-E) Use this form to record the agreement by the work site, consumer, DVR, and Service Provider about the terms and conditions of the I/TW. Submit after DVR approval of proposed I/TW.
Internship/Temporary work Report (DVR-18025-E)

Use this report to summarize services provided, consumer progress, and learning that occurred during the I/TW.

Submit the final report within five (5) days of the conclusion of the I/TW.

Additionally, submit a monthly report at the end each month during the I/TW when no SI is provided.

*If SI is provided, use the JTA/SI Report instead of the I/TW monthly report.
Job Development Monthly Report (DVR-18028-E) Use this report to describe the activities completed with the consumer to secure an I/TW and/or permanent position. Submit at the end of each month in which activities were provided to secure an I/TW or permanent position.
(If Systematic Instruction is also authorized) Systematic Instruction Report (DVR-18212-E) Use this report to describe progress at the end of the month during the I/TW when SI is provided. Submit at the end of the month during the I/TW when SI is provided.
Service Report Name and Link Purpose of the Report Use and Submission Details
Job and Task Analysis Job and Task Analysis Report (DVR-18215-E) Use this report to explain anticipated supports at the start of employment or Internship/Temporary Work. Complete the Job and Task Analysis section within one (1) calendar week of consumer's start date; submit as soon as possible.
Systematic Instruction (Hourly or Monthly) Systematic Instruction Report (DVR-18212-E) Use this report to document SI supports after the consumer has begun working. Submit SI report at the end of each month in which the service was provided.
Service Report Name and Link Purpose of the Report Use and Submission Details
Job Preparation and Development Plan Job Development Plan (DVR-17036-E) Use this report to describe activities completed with the consumer to prepare and plan for job development and to identify employment and/or internship opportunities. Submit once following completion of activities and approval of the plan.
Job Development and Hire Job Development Monthly Report (DVR-18028-E) Use this report to describe the job development activities completed with the consumer each month to secure an internship and/or permanent position. Submit at the end of each month in which job development services activities were provided, until a hire occurs.

Job Hire Report (Provider Portal link)

For non-portal users: Job Hire Report (DVR-17037-E)

 Use this report to notify DVR of specific job offer details and anticipated support needs or strategies. Submit once within five (5) days of job hire offer.
Job Retention Job Retention Report (DVR-17038-E) Use this report to describe efforts to ensure the consumer maintains employment during the retention period.

Submit at the end of each 30-day increment of services when Retention is authorized.

If SI is also authorized, only the final Retention report is required.
Service Report Name and Link Purpose of the Report Use and Submission Details
Student Work-Based Readiness Plan Job Development Plan (DVR-17036-E) Use this report to describe the activities completed with the student to prepare and plan for future job development and to identify employment and/or internship opportunities. Submit once following completion of activities and approval of the plan.
Student Work-Based Learning Experience Development Job Development Monthly Report (DVR-18028-E) Use this report to describe the job development activities completed with the consumer each month to secure an internship and/or permanent position. Submit at the end of each month in which job development services activities were provided, until a hire occurs.

Job Hire Report (Provider Portal link)

For non-portal users: Job Hire Report (DVR-17037-E)

 Use this report to notify DVR of position(s) offered to the student, including anticipated support needs or strategies for success. Submit once within five (5) days of job hire offer.
Student Work-Based Learning Retention Services Job Retention Report (DVR-17038-E) Use this report to describe efforts to ensure the student maintains employment during the retention period.

Submit at the end of each 30-day increment when Retention is authorized.

If SI is also authorized, only the final Retention report is required.
Service Report Name and Link Purpose of the Report Use and Submission Details
Supported Employment Career Profile SE Career Profile Report (DVR-18033-E) Use this report to describe the activities completed during the Career Profile assessment. Submit once following completion of activities.
Supported Employment Job Preparation and Development Plan Job Development Plan (DVR-17036-E) Use this report to describe activities with the consumer to prepare and plan for job development and to identify employment and/or internship opportunities. Submit initially following completion of activities and approval of the plan.
Supported Employment Job Development Hire Job Development Monthly Report (DVR-18028-E) Use this report to describe job development activities completed with the consumer each month to secure an internship and/or permanent position. Submit at the end of each month in which job development services activities are provided, until a job hire occurs.

Job Hire Report (Provider Portal link)

For non-portal users: Job Hire Report (DVR-17037-E)

Use this report to notify DVR of specific job offer details and anticipated support needs or strategies. Submit once within five (5) days of job hire offer.
Job and Task Analysis Job and Task Analysis Report (DVR-18215-E) Use this report to explain anticipated support needs and instructional strategies at the start of employment or Internship/Temporary Work. Complete within one (1) calendar week of consumer's start date and submit as soon as possible.
Supported Employment Monthly Systematic Instruction Systematic Instruction Report (DVR-18212-E) Once the consumer begins working, use this report to describe ongoing support efforts. Submit at the end of each month in which the service was provided.
Supported Employment Retention Job Retention Report (DVR-17038-E) Use this report to describe efforts to ensure the consumer maintains employment, when Systematic Instruction is not authorized. Submit monthly when Retention is authorized.
Supported Employment Transition to Long-Term Support Transition to LTS Report (DVR-18037-E) Use this report to describe ongoing consumer support needs and the agreed plan for transition to LTS. Submit once after all parties agree on the transition plan and activities are complete.
Service Report Name and Link Purpose of the Report Use and Submission Details

Vocational Evaluation Assessment

Vocational Evaluation and Work Sample

 Vocational Evaluation Assessment Report (DVR-18038-E) Use this report to document the activities and findings from the vocational evaluation

Submit following completion of activities.

Resubmit if updates are made based on the review meeting.
Service Report Name and Link Purpose of the Report Use and Submission Details
Work Incentive Benefits Introductory Meeting Work Incentive Benefits Introductory Meeting Report (DVR-18046-E) Use this report to document intake activities, signed releases, and general benefits information shared with the consumer. Submit once after completion of the meeting and receipt of signed releases.
Work Incentive Benefits Portfolio Work Incentive Benefits Portfolio Report (DVR-19461-E) Use this report to provide a verified, point-in-time summary of the consumer's current benefits and entitlements. Submit once after completion of activities and the review meeting.
Work Incentive Benefits Analysis with Plan Work Incentive Benefits Analysis with Plan Report (DVR-18048-E) Use this report to document the analysis of the benefits, forecast changes based on employment goals, and outline the Benefits Plan. Submit once after completion of activities and the review meeting.
Work Incentive Benefits Plan Assistance Work Incentive Benefits Plan Assistance Report (DVR-18045-E) Use this report to summarize plan implementation activities, follow-up contacts, and updates to the Benefits Plan. Submit once at the conclusion of last contact with the consumer and prior to final billing.

Other Services

Service Report Name and Link Purpose of the Report Use and Submission Details
AT Assessment,
AT Assessment Update,
Existing Business Assessment		 AT Assessment Report (DVR-18541-E) Use this report to document the consumer's functional needs, recommended devices or equipment, alternative solutions considered, and training recommendations. Submit once after completion of the assessment.
AT Training AT Training Competency Report (DVR-18542-E) Use this report to document training dates, length, content, strategies used, consumer competencies achieved, barriers encountered, and anticipated next steps. Include consumer feedback. Submit monthly for ongoing training or within five (5) business days of completion for one-time training.
Service Report Name and Link Purpose of the Report Use and Submission Details
Explore Work Explore Work Report Template (DVR-18796-E) Use this report to document consumer participation and engagement in soft skill activities, key observations related to employment, and relevance to the consumer's IPE. Submit once following completion of authorized courses.
Service Report Name and Link Purpose of the Report Use and Submission Details
Job Shadow – Accompanied or Unaccompanied Job Shadow Report (DVR-18030-E) Use this report to capture key information about the position and consumer experience, including engagement, strengths alignment, accommodations, and any career path decisions. Submit once following completion of the authorized job shadow. Attach questions/responses gathered by consumer and/or job developer
Service Report Name and Link Purpose of the Report Use and Submission Details
On-the-Job Assessment On-the-Job Assessment Agreement (DVR-18399-E) Use this form to record agreement by the site employer, consumer, and Service Provider about the terms and conditions of the OJA. Submit after DVR approval of proposed OJA
On-the-Job Assessment Report (DVR-18041-E) Use this report to document observations, findings, and recommendations from the OJA to evaluate job fit, work performance, support needs, and inform next steps. Submit once following completion of assessment.
Service Report Name and Link Purpose of the Report Use and Submission Details
On-the-Job Training (OJT) On-the-Job (OJT) Hiring Initiative Agreement (DVR-16561-E) DVR staff use this to formalize the OJT arrangement between DVR, the employer, and the consumer; documenting training objectives, responsibilities, and payment terms. Completed and signed by consumer/employee, employer, and DVR staff before OJT start. Uploaded to consumer case file.
On-the-Job Training (OJT) 30-day Invoice and Progress Report (DVR-18435-E) DVR staff use this to formalize the S-OJT arrangement; documenting training objectives, responsibilities, and payment terms. Completed and signed by student/employee, employer, and DVR staff before S-OJT start. Uploaded to consumer case file.
Student On-the-Job Training (S-OJT) Student On-the-Job Training (S-OJT) Agreement (DVR-18434-E) Employer uses this to track and report hours worked, wages paid, and progress on training objectives. Allows employer to request reimbursement. Employer completes each month, including dates worked, total due, and evaluation of objectives. Submitted to local DVR office for payment processing.
Student On-the-Job Training (S-OJT) 30-day Invoice and Progress Report (DVR-18436-E) Employer uses this to track and report hours worked, wages paid, and progress on training objectives. Allows employer to request reimbursement. Employer completes each month, including dates worked, total due, and evaluation of objectives. Submitted to local DVR office for payment processing.
Service Report Name and Link Purpose of the Report Use and Submission Details
PwB - Initial Month

Employer Agreement

Job/Task Analysis Report (DVR-18215-E)

The employer agreement establishes roles, responsibilities, and reimbursement terms.

Use the JTA and SI Reports to document employer training, the JTA, initial support plans, and implementation.

Submit the agreement once following completion of signed agreement.

Submit JTA Report once following completion of service. Submit SI Report within five (5) days of the end of the month or 30-day increment.
PwB – Subsequent Months

Employer Invoice

Systematic Instruction Report (DVR-18212-E)

 The employer invoice requests reimbursement for co-worker support. Use the SI Report to track ongoing support and progress, including modifications to the support plan. Submit at the end of each month or 30-day increment when the service is authorized.
Service Report Name and Link Purpose of the Report Use and Submission Details
Skills to Pay the Bills Skills to Pay the Bills Report (DVR-18031-E) Use this report to document session activities, consumer participation, skill development, and session completion. Submit following completion of authorized sessions.
Service Report Name and Link Purpose of the Report Use and Submission Details
Visual Resume Visual Resume (no standard DVR template) Visual resume serves as the completed deliverable documenting the consumer's skills, experiences, and employment interests in a visual format. Submit completed Visual Resume upon service completion. No additional reporting is required.
Service Report Name and Link Purpose of the Report Use and Submission Details
REDI Skills Assessment REDI Skills Assessment Report (DVR-18042-E) Use this report to document assessment results, including eligibility for REDI program, skills evaluation, and alignment with Walgreens requirements. Submit once following completion of assessment.
REDI Job Instruction REDI Job Instruction Report (DVR-18043-E) Use this report to document training activities, skill acquisition, consumer progress, and service completion. Submit at the end of each period in which the service was provided.