ESBD_520882_1779973928236_Attachment 04-VR2896 Orientation and Mobility Training.pdf
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- Solicitation number
- 3202600155
- Issued by
- Texas
About this file
This is a Customer Services Report form for Orientation and Mobility (O&M) Training services administered by the Texas Workforce Commission Vocational Rehabilitation Services. The form documents training provided to customers receiving vocational rehabilitation or OIB (Opportunities for Individuals who are Blind) services. The report captures detailed information across five training skill areas: Basic Cane Skills, Indoor Skills, Outdoor Skills, Intersection Skills, and Extra Skills such as college campus navigation, rural travel, and airport/terminal training. Providers must document the date, location, hours, and description for each lesson provided within each skill area and report cumulative progress toward approved training hour totals. The form includes sections for provider certification, director certification for traditional-bilateral contractors, and requires verification that all training was conducted according to VR-SFP 5.4.1 standards and met customer outcomes required for payment.
The report includes multiple verification checkpoints completed by VR staff, including technical reviews to confirm provider qualifications, service delivery compliance, training hour documentation, and appropriate fee invoicing. Providers must maintain UNTWISE Director credentials as specified in the VR-SFP, with waiver provisions available. Group training is limited to a maximum of three customers per session. The form requires detailed narratives of each skills area addressed, training locations, anticipated training for upcoming periods, and any deviations from assessment recommendations. Upon completion of the technical review and VR Counselor/OIB Worker review, the form is either approved for payment or returned to the provider with a VR3460 notification if documentation is incomplete or does not meet standards.
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VR2896 (09/23) Customer Services Report: Orientation & Mobility Training Page 1 of 5
Texas Workforce Commission Vocational Rehabilitation Services
Customer Services Report: Orientation & Mobility (O&M) Training
General Information
Provider’s name: Service authorization number:
Counselor’s / OIB Worker’s name:
Customer’s name: Customer’s Case ID:
Total training hours approved at assessment:
Total training hours provided to date:
Training hours provided this month:
Training hours requested for next service authorization:
Training
For each of the skills area trained, include the date of lesson, location, hours and a brief description of the lesson provided.
Basic Cane Skills area Date of lesson
Location Hours Brief description
Open palm grip
Pencil grip
Walking in step
Touch and drag/two point touch
Stairs
Picking up dropped objects
Cane storage (including vehicles)
Seating
Entering and exiting doors
Introduction to sidewalk travel, driveways, and curb travel
Other, please specify
Basic cane skills training hours recommended:
Hours completed for the month.
SAMPLE
VR2896 (09/23) Customer Services Report: Orientation & Mobility Training Page 2 of 5
Indoor Skills Area Date of lesson
Location Hours Brief description
Straight line travel
Indoor numbering systems
Orientation
Problem solving
Stairs, escalators, and elevators
Locating objectives in unfamiliar places
Finding intersecting hallways
Soliciting information
Malls, grocery sores, small shops, bus and train stations, etc.
Indoor skills training hours recommended:
Hours completed for the month:
Outdoor Skills Area Date of lesson
Location Hours Brief description
Address system
Sun cues
Traffic
Orientation
Problem solving
Soliciting information
Parking lots
Transportation systems such as buses, paratransit, and communicating with drivers
Outdoor skills training hours recommended:
Intersection Skills area lesson
Location Hours Brief description
Approaching
Analyzing
Alignment
Lights
Nonlights
VR2896 (09/23) Customer Services Report: Orientation & Mobility Training Page 3 of 5
Actuated
Automatic
Crossing
Crowns
Challenging traffic (heavy turn lanes, light traffic at busy intersections, night time)
Correcting veering
Intersection skills training hours recommended:
Extra Skills Area lesson
Location Hours Brief description
College campus
Rural travel
Airport, train, and bus terminals
Others as needed, please specify
Extra skills training hours recommended:
Additional Comments
Height of customer:
Height of cane used for training:
Any additional comments or requests for support, if any. Include any travel aids customer uses or may benefit from using:
Certification
I certify that all lessons for VR or OIB customers were conducted per SFP 5.4.1: Orientation and Mobility Training Service Description.
Give exact dates of lessons that did not meet the standards, and attach a copy of the written approval sent by the customer’s counselor/OIB worker.
Provider Signatures
Orientation and Mobility Specialist Signature (Required for all providers)
VR2896 (09/23) Customer Services Report: Orientation & Mobility Training Page 4 of 5
By signing below, I certify that:
• the above dates, times, and services are accurate;
• I personally facilitated all training, meeting all outcomes required for payment and documented the service, as prescribed in the VR-SFP and service authorization;
• Verification of the customer’s satisfaction and service delivery obtained as stated above;
• I maintain the staff qualifications required for an Orientation and Mobility Specialist as described in the VR-SFP or Service Authorization; and
• I signed my signature and entered the date below.
Typed or printed name:
Signature: (See VR-SFP 3 on Signatures)
X
Date signed:
Director (only required for Traditional-Bilateral Contractors) By signing below, I, the Director, certify that:
• I ensure that the services were provided by qualified staff, met all outcomes required for payment, and services were documented, as prescribed in the VR-SFP and service authorization;
• I maintain UNTWISE Director credential, as prescribed in VR-SFP;
• I signed my signature and entered the date below.
Typed or printed name:
Signature: (See VR-SFP 3 on Signatures)
X
Date signed:
Select all that apply: UNTWISE Credentialed with ID:
VR3490-Waiver Proof Attached
VRS Use Only
If any question below is answered no or if the report or supporting documentation is missing or incomplete, return the invoice to the provider with the VR3460. Make a case note to document the results of the review and the date VR3460 was sent to provider, when applicable.
Technical Review to Verify Provider Qualifications (Completed by any VR staff such as RA, CSC, VR Counselor/OIB Worker)
Director’s Credential:
UNTWISE website or attached VR3490 verifies, for the dates of service, the director listed above:
maintained or waived the UNTWISE Director Credential did not hold a valid UNTWISE Director Credential
Verification of Service Delivery
Technical Review (completed by any VR staff such as RA, CSC, VR Counselor)
Verified that the report is accurately completed per form instructions Yes No
Verified that the service(s) was provided within service date of SA and as stated in the VR Standards for Providers and/or the SA
Yes No
When applicable, verify a copy of an approved VR3472 is attached to the report? NA Yes No
Verified the number of training hours provided in each training area. Yes No
Verified that group training was provided to a maximum of three customers. Yes No
Verified that the appropriate fee(s) was invoiced Yes No
VR2896 (09/23) Customer Services Report: Orientation & Mobility Training Page 5 of 5
Printed name of VR staff member making verification:
1. Date: 2. Date:
VR Counselor/OIB Worker Review
Verified that the detailed narrative of each skills area addressed during the reporting period and the training location for each lesson and a detailed explanation of anticipated training for the upcoming month is completed.
Yes No
Verified that any deviation from assessment recommendations is explained. Yes No
Verified that a detailed narrative of cumulative progress is included if training is completed.
Yes No
By typing or printing your name, the VRC/OIB Worker verifies:
• completion of the technical review,
• services provided met the customer’s individual needs,
• services provided met specifications in the VR-SFP and on the SA, and
• customer’s satisfaction with services received.
Approve to pay invoice Do not approve to pay invoice
VR Counselor/OIB Worker: Date:
File details come from the government source that posted it. Updated .