VA Vocational Rehabilitation & Employment Benefits Claims: A Guide For .

Transcription

VA VocationalRehabilitation &EmploymentBenefits Claims: AGuide for AdvocatesPresented by: Christopher Murray, Senior Appellate Attorney

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Certificate of Attendance Registered participants will receive aCertificate of Attendance within one weekafter the webinar via email If a week has passed and you have notreceived your certificate, please provide thefollowing information towebinarseries@nvlsp.org:the date you attended the webinar2. your order number and/or the organizationwith which you are affiliated1. 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org6

Christopher Murray SeniorAppellate Attorney, NVLSP Previouslyserved at the Board of Veterans’Appeals as Counsel and Acting VeteransLaw Judge Focusedon VR&E appeals as a member of theSpecialty Case Team Actively participated in the Board’s trainingprograms 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org7

OutlinePurpose of VR&E Services Evolution of a VR&E claim Application and Basic Entitlement Evaluation and Planning Processes Educational and Vocational Training Employment Services Monetary Assistance Independent Living Services VR&E Outcomes & Closure Advocacy Tips 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org8

Purpose of VR&E Services Evaluate and improve Vet’s ability to achieve avocational goal Provide services needed to qualify for suitableemployment Enable Vet to achieve maximum independence indaily living To the maximum extent feasible, to becomeemployable and to obtain and maintain suitableemployment 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org9

2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org10

2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org11

Application for VR&E Benefits Filea formal application: VA Form 23-1900,Disabled Veterans Application for VocationalRehabilitation InformalClaim: Anycommunication or action indicating intent toapply for VR&E services from a Vet, representative,or Member of Congress Uponreceipt, VA must send formal application Ifformal application received by VA w/in 1 year fromthe date it was sent to the Vet, the claim will beconsidered filed on date of receipt of informal claim 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org12

Application for VR&E Benefits 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org13

BASIC ELIGIBILITY& ENTITLEMENT 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org14

Basic Entitlement Service-connecteddisabilities totaling atleast 20 percent disabling & in need ofrehabilitation due to an employmenthandicap Service-connecteddisabilities totaling 10percent disabling & in need ofrehabilitation due to a serious employmenthandicap 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org15

Basic Entitlement:Basic Period of Eligibility Limited to a 12-year period Begins on date of discharge from active serviceDeferral: Eligibilitycannot be established until Vet is notified of arating decision for a compensable SC disability Date ofrating decision Characterof Discharge is a bar to VA benefits Datecharacter of discharge has been upgraded or date VAdetermines character of discharge is no longer a bar Participationprevented by medical conditions DateVR&E notifies Vet that participation is feasible 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org16

Basic Entitlement:Basic Period of Eligibility Extension: Severemedical condition: A severe physical orpsychological condition that prevents Vet from beginningor continuing in a VR&E program Includesdisabling effects of chronic alcoholism if diagnosed asalcohol dependence or continual alcohol abuse Vethas a Serious Employment Handicap and requiresadditional time and extensive services to overcome thesignificant impairment to employability VocationalRehabilitation Counselor determines the length ofeligibility extension 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org17

EVALUATION 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org18

Initial EvaluationVocational Rehabilitation Counselor(VRC) determines: WhetherVet has an employment handicap; WhetherVet has a serious employmenthandicap; and Whetherthe achievement of a vocationalgoal is reasonably feasible 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org19

Initial EvaluationFactors considered: Handicapping effects of SC and NSC disabilities on employabilityand independence in daily living Physical and mental capabilities that may affect employabilityand ability to function independently in daily living activities Impact of identified vocational impairments on the ability toprepare for, obtain, and keep suitable employment Vet’s abilities, aptitudes, and interests Personal history and current circumstances (includingeducational and training achievements, employment record,developmental and related vocationally significant factors, andfamily and community adjustment) Other factors that may affect employability 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org20

Initial EvaluationSources of Information: Vocational/psychological assessments Evaluations/reevaluations by a medical consultant VHA medical records Private medical records State vocational rehabilitation counselors Previous evaluation(s) of abilities, aptitudes, andinterests 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org21

Initial EvaluationSatisfactory Conduct and Cooperation It is essential that the Vet cooperates and maintainssatisfactory conduct during the evaluation process VRC must apply sound counseling principles to secureand sustain Vet’s cooperation and consider underlyingissues that may be affecting Vet’s ability or desire tocooperate in the initial evaluation VRC should review Vet’s medical records and infogarnered at the initial evaluation appointment ifavailable to help understand the source ofnoncooperation 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org22

Initial EvaluationSatisfactory Conduct and Cooperation If VRC not able to ascertain why Vet is not cooperatingafter reviewing the records and discussing it with theVet, the VRC must inform the Vet in writing of apossible discontinuance of services due to noncooperation and unsatisfactory conduct Letter must provide a period of at least 30 days due processfor Vet to respond to discuss any barriers to participation andto re-engage in evaluation and planning activitiesIf after the written notification, Vet’s non-cooperationcontinues, the initial evaluation will be discontinuedand the VRC must inform the Vet in writing 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org23

Initial EvaluationMedical Marijuana Vet’s use of medical marijuana may not bar access to aVR&E program; if Vet otherwise meets the basicentitlement criteria, Vet will be allowed entrance intoVR&E program HOWEVER, VRC must consider the impact of the use ofmedical marijuana on the feasibility of certainvocational goals Employment in the medical marijuana field will not beapproved as a feasible vocational goal or as a basis forrehabilitation, as its use violates federal law 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org24

Initial EvaluationVRC determines: WhetherVet has an employment handicap; WhetherVet has a serious employmenthandicap; and Whetherthe achievement of a vocationalgoal is reasonably feasible 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org25

Initial EvaluationEmployment Handicap Vocational Impairment Impairment of the ability to prepare for, obtain, or keepemployment in an occupation consistent with Vet’s abilities,aptitudes, and interestsEffects of Impairment not overcome Is not employed, or does not qualify for employment, in anoccupation consistent with abilities, aptitudes, and interests Includes Vet who qualifies for a suitable job, but does not obtain orkeep the job for reasons beyond Vet’s controlSC disabilities contributes in substantial part to theoverall impairment SC disability(ies) have an identifiable, measurable, or observablecausative effect on the overall vocational impairment, but need notbe the sole or primary cause of the employment handicap 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org26

Initial EvaluationEmployment Handicap Vocational Impairment Physical limitations Psychosocial limitations Cognitive limitations Mobility limitations Chronic pain Deficiencies in education/training History of unstable work History of incarceration(s) Stigmas associated with employees who suffer from mentalillness 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org27

Initial EvaluationEmployment Handicap Vocational Impairment DoesVet have any deficiencies in education/training? Isthere any potential impact of employers’ negativeperceptions about Vet’s disability(ies)? DoesVet lack job-seeking skills? Arethere any possible restrictions on employmentthat would result in the absence of stable,continuing, and suitable employment? 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org28

Initial EvaluationEmployment Handicap Effects of Impairment not overcome Employment,or qualifying for employment, in anoccupation consistent with Vet’s abilities, aptitudes, andinterests, including a Vet who qualifies for suitableemployment, but does not obtain/maintain the job forreasons within Vet’s control SuitableEmployment: consistent with Vet’s expressedinterests, aptitudes, and abilities that can be measuredand/or demonstrated, does not aggravate Vet’sdisabilities, is stable and continuing, and requiresreasonably developed skills 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org29

Initial EvaluationEmployment Handicap SCdisabilities contribute in substantial part tothe overall impairment SCdisability(ies) need not be the sole cause ofthe vocational impairment, but must contributein more than a trivial or technical manner NSCdisabilities may compound the effects of SCdisabilities, but may not be the sole basis ofentitlement to VR&E services 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org30

Initial EvaluationVRC determines: WhetherVet has an employment handicap; WhetherVet has a serious employmenthandicap; and Whetherthe achievement of a vocationalgoal is reasonably feasible 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org31

Initial EvaluationSerious Employment Handicap Significant Vocational Impairment Significant impairment of the ability to prepare for, obtain, or keepemployment in an occupation consistent with abilities, aptitudes,and interestsEffects of Significant Impairment not overcome Is not employed, or does not qualify for employment, in anoccupation consistent with abilities, aptitudes, and interests Includes Vet who qualifies for a suitable job, but who does notobtain or keep the job for reasons beyond Vet’s controlSC disabilities contribute in substantial part to the overallimpairment SC disability(ies) have an identifiable, measurable, or observablecausative effect on the overall vocational impairment, but need notbe the sole or primary cause of the employment handicap 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org32

Initial EvaluationSerious Employment Handicap Significant Vocational Impairment Number/severity of disabling conditions Existence of a neuropsychiatric condition Deficiencies in education and training for suitable employment Number, length, and frequency of periods of unemployment orunderemployment A pattern of reliance on gov’t support programs, includingwelfare, VA comp, worker’s comp, or Social Security disability Extent/complexity of services and assistance needed toachieve rehabilitation Withdrawal from society Other factors relating to preparing for orobtaining/maintaining employment 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org33

Initial EvaluationSerious Employment Handicap Additional Benefits Possibleextension of 12-year period of basic eligibility Possibleextension of duration of a rehabilitation programbeyond 48 months, if required to complete the program Extended Possibleevaluation servicesindependent living services Moreextensive supplies and services if approved topursue self-employment 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org34

Initial EvaluationVRC determines: WhetherVet has an employment handicap; WhetherVet has a serious employmenthandicap; and Whetherthe achievement of a vocationalgoal is reasonably feasible 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org35

Initial EvaluationFeasibility of a Vocational Goal Achievement of a vocational goal is reasonablyfeasible if: Oneor more vocational goals have been identified; Vet’sphysical and mental conditions permit trainingfor the goal(s) to begin within a reasonable period;and Veteither has the educational skills and backgroundto pursue the goal(s) or will receive services throughVA to develop these skills as part of a rehabilitationprogram 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org36

Initial EvaluationFeasibility of a Vocational Goal Vocational exploration assists Vet in selecting asuitable vocational objective that is consistent withVet’s abilities, aptitudes, and interests, and doesnot aggravate Vet’s disability(ies) Identifiestransferable skills, previous training, orexperience Goalis to help the Vet make an informed choice 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org37

Initial EvaluationFeasibility of a Vocational GoalVRC determines thatachievement of a vocationalgoal is reasonably feasibleProceed toplanning/development of aviable vocational goal 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org38

Initial EvaluationFeasibility of a Vocational GoalVet is not entitled to VR&Eservices and notified ofdecision in writingVRC determines thatachievement of a vocationalgoal is NOT reasonablyfeasibleEvaluate Vet forIndependent Living Services 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org39

Initial EvaluationFeasibility of a Vocational GoalVet is not entitled to VR&Eservices and notified ofdecision in writingVRC determines thatachievement of a vocationalgoal cannot be determinedProceed with rehabilitationprocess and develop anIndividualized ExtendedEvaluation Plan 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org40

Extended Evaluation Goal is to determine the feasibility of Vet achieving avocational goal when decision cannot be made on the basisof information developed during initial evaluation Services may include: Diagnostic and evaluative services Services to improve ability to attain a vocational goal Services to improve ability to live and function independentlyin the community Monthly subsistence allowance during period of extendedevaluationDetermination of the reasonable feasibility of achieving avocational goal will be made at the earliest time possibleduring an extended evaluation Reasonable doubt will be resolved in Vet's favor 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org41

PLANNING 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org42

Rehabilitation Plan Development Structures individualized services that will enableVet to obtain and maintain suitable employment Plan development includes outlining servicesneeded to accomplish the goal of the rehabilitationplan Counseling services must be included in every plan Additional services may include medical, social,independent living, economic, educational,vocational, and employment services 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org43

Rehabilitation Plan DevelopmentRoles and Responsibilities Vet must actively participate in the development ofthe plan and agree to the plan before services canbe provided VRC guides Vet in the selection of an appropriaterehabilitation goal AssistVet in making informed decisions on an appropriategoal based on Vet’s functional abilities, interests, andaptitudes Outlinesteps needed to achieve the program goal AssistVet in understanding the labor market to ensurethat the chosen goal is suitable and viable 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org44

Duration of VocationalRehabilitationA V&RE program may not exceed 48months (or its equivalent when pursuedon a part-time basis) 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org45

Duration of VocationalRehabilitation Exceptions (Employment Handicap): Vetpreviously completed VR&E program, but SCdisability has worsened to the point that Vet isunable to perform the duties of the occupation anda period of training in the same or a different field isrequired Theoccupation in which Vet previously completedtraining is found to be unsuitable because of theVet’s abilities and employment handicap Theassistance to be provided in excess of 48 monthsconsists only of a period of employment assistance 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org46

Duration of VocationalRehabilitation Exceptions (Serious Employment Handicap): Toenable Vet to complete a period of rehabilitationto the point of employability Toprovide an extended evaluation in cases in whichthe total period needed for an extended evaluationand for rehabilitation to the point of employabilitywould exceed 48 months Toprovide a program of independent living services,including cases in which achievement of a vocationalgoal becomes feasible during or following a programof independent living services 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org47

Duration of VocationalRehabilitation Exceptions (Serious Employment Handicap): Followingrehabilitation to the point of employability: Vethas been unable to secure employment in the occupation forwhich training has been provided, despite intensive efforts onthe part of VA and Vet, and a period of retraining or additionaltraining is needed Theskills which Vet developed in training for an occupation inwhich Vet was employed are no longer adequate to maintainemployment in that field and a period of retraining is needed Vet’sSC disability has worsened to the point that Vet is unable toperform the duties of the occupation and a period of training inthe same or different field is required Occupationin which Vet previously completed training is foundto be unsuitable due to Vet's abilities and employment handicap 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org48

Rehabilitation Plan DevelopmentFive Tracks to Employment Emphasizes exploring employment options earlyin the rehabilitation planning process Leads to greater informed choice for Vetregarding occupational and employment options Provides faster access to employment for Vetswho have identifiable and transferable skills fordirect placement into suitable employment Provides an option for Vets who are not able towork, but need assistance to lead a moreindependent life 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org49

Rehabilitation Plan DevelopmentFive Tracks to Employment1.Re-Employment2.Rapid Access to Employment3.Employment Through Long-Term Services4.Self-Employment5.Independent Living 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org50

Rehabilitation Plan DevelopmentRe-Employment Targeted to Vets separating from active duty andreturning to previous employer Services include: Jobabilities or special needs/accommodation assessment Short-termtraining/certification Recommendationand provision of assistive technologies Medical/psychological Worktreatment referralsadjustment assistance Consultationwith employer 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org51

Rehabilitation Plan DevelopmentRapid Access to Employment Targeted to Vets seeking employment as soon aspossible and who possess the necessary skills toqualify for employment in a suitable career Services include: Jobskills assessment Short-termtraining/certification Employmentreadiness preparation (resume writing,interview skills training) Assisted Careerjob search, use of specialized career centerscounseling Medical/psychologicaltreatment referrals 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org52

Rehabilitation Plan DevelopmentEmployment Through Long-Term Services Targeted to Vets needing remedial/refresher courses,specialized training, post-secondary education Services include: Vocational assessment, specialized testing/evaluation Career guidance, labor market analysis Medical/psychological treatment referrals Training/education (tuition, fees, books, tools, supplies) Employment assistance Post-employment follow-up and evaluation Apprenticeships On-the-job training Non-paid work experience Subsistence allowance 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org53

Rehabilitation Plan DevelopmentSelf-Employment Targeted to Vets who have limited access totraditional employment, need flexible workschedules, or need a more accommodating workenvironment due to their disabling conditions orother life circumstances Vets must have the interest, financial resources,and aptitude to pursue self-employment Services are determined by the severity of thedisability and limitations to employability 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org54

Rehabilitation Plan DevelopmentIndependent Living Targeted to Vets where pursuit of a vocational goal is notreasonably feasible due to the effects of disability, andservices are needed to improve independence in dailyliving Services include: Independent living needs assessment Housing referral assistance Home health aide Transportation Assistive technology Independent living skills training Follow-up to consider employment services and/orredevelopment of a vocational goal 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org55

Individualized Written RehabilitationPlan (IWRP)Purposes Identify program goals and objectives to beachieved by Vet during the period ofrehabilitation services that will lead to the pointof employability Plan for placement of Vet in the field for whichtraining and other services will be provided Specify the key services needed by Vet toachieve the goals and objectives of the plan 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org56

Individualized Written RehabilitationPlan (IWRP)Elements of the IWRP Astatement of long-range rehabilitation goals,including, at a minimum: Onevocational goal for a Vet with anemployment handicap; or Onevocational goal and, if applicable, oneindependent living goal for a Vet with a seriousemployment handicap 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org57

Individualized Written RehabilitationPlan (IWRP)Elements of the IWRP Intermediate objectives: statements ofachievement expected of Vet to attain long-rangegoal Activityrelates to achievement of the goal Activityis definable in terms of observable behavior(e.g., pursuing a B.A. degree) Activityhas a projected completion date Outcomedesired upon completion is measurable (e.g.,receiving a B.A. degree) 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org58

Individualized Written RehabilitationPlan (IWRP)Elements of the IWRP The specific services to be provided by VA,including counseling services. The projected starting and completion dates ofthe planned services and the duration of eachservice. Objective criteria and an evaluation procedureand schedule for determining whether theobjectives and goals are being achieved 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org59

EDUCATION ANDVOCATIONAL TRAINING 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org60

Educational andVocational Training VA will generally select courses of study andtraining, completion of which usually results in adiploma, certificate, degree, qualification forlicensure, or employment If such courses are not available in the area inwhich Vet resides, or if they are available but notaccessible to Vet, other arrangements may bemade, including: Relocationof Vet to another area in which necessaryservices are available, or Useof an individual instructor to provide necessarytraining 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org61

Educational andVocational Training Only schools and courses approved by VA may beutilized to provide training and rehabilitationservices Most approved post-secondary schools have a VAliaison to assist Vet in completing reportingrequirements Generally, the school must: Agreeto cooperate with VA; and Providetimely and accurate info covering the Vet'sattendance, performance, and progress in training 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org62

Educational andVocational TrainingOn-the-Job Training Pursued toward a specified vocational objective,provided by a training establishment Trainee learns, in the course of work performedunder supervision, primarily by receiving formalinstruction, observing practical demonstration ofwork tasks, and assisting in those tasks Productive work should gradually increase withgreater independence from formal instruction asthe course progresses 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org63

Educational andVocational TrainingTutorial Assistance Vet may be provided individualized tutorialassistance if VA determines that special assistancebeyond that ordinarily given by the facility tostudents pursuing the same or a similar subject isneeded to correct a deficiency in a subject 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org64

EMPLOYMENTSERVICES 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org65

Employment servicesVet may be entitled to employment services if Vet: Completeda program of VR&E services and declaredrehabilitated to the point of employability Notcompleted a rehabilitation period to the point ofemployability, but elected to secure employment withoutcompleting the period of rehabilitation to the point ofemployability and is employable Never Isreceived services for rehabilitation and:employable or employed in a suitable occupation; Hasan employment handicap or serious employment handicap; and Needsemployment services to secure and/or maintain suitableemployment 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org66

Employment ServicesIndividualized Employment Assistance Plan (IEAP) Assures that a comprehensive, thoughtful approachis taken to enable Vets to secure suitableemployment Prepared either as part of an IWRP or when Vet iseligible for employment services only Follows the same structure as the IWRP andincludes utilization of community resources toenable Vet to secure and maintain employment 2020 National Veterans Legal Services Program. All Rights Reserved. www.nvlsp.org67

Employment ServicesJob Development and Placement Services Direct placement assistance by VA w/in a network thatinvolves employers, employees, and service providers

File a formal application: VA Form 23-1900, Disabled Veterans Application for Vocational Rehabilitation Informal Claim: Any communication or action indicating intent to apply for VR&E services from a Vet, representative, or Member of Congress Upon receipt, VA must send formal application If formal application received by VA w/in 1 year from