[Federal Register: August 20, 1999 (Volume 64, Number 161)]
[Notices]               
[Page 45743-45784]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr20au99-147]                         


[[Page 45743]]

_______________________________________________________________________

Part V

Department of Education
_______________________________________________________________________

National Institute on Disability and Rehabilitation Research; Notices 
of Final Long-Range Plan for Fiscal Years 1999-2004

[[Page 45744]]

DEPARTMENT OF EDUCATION

 
National Institute on Disability and Rehabilitation Research; 
Notice of Final Long-Range Plan for Fiscal Years 1999-2004

SUMMARY: The Secretary presents a Final Long-Range Plan (the Plan) for 
the National Institute on Disability and Rehabilitation Research 
(NIDRR) for fiscal years (FY) 1999-2004. As required by the 
Rehabilitation Act of 1973, as amended, the Secretary takes this action 
to outline priorities for rehabilitation research, demonstration 
projects, training, and related activities, and to explain the basis 
for these priorities.

DATES: This Long-Range Plan is effective September 20, 1999.

FOR FURTHER INFORMATION CONTACT: Donna Nangle, U.S. Department of 
Education, 400 Maryland Avenue SW, Room 3423 Switzer Building, 
Washington, DC 20202. Telephone: (202) 205-4880. If you use a 
telecommunications device for the deaf (TDD), you may call the TDD 
number at (202) 205-4475. Internet: Donna__Nangle@ed.gov
    Individuals with disabilities may obtain this document in an 
alternate format (e.g., Braille, large print, audiotape, or computer 
diskette) on request to the contact person listed in the preceding 
paragraph.

SUPPLEMENTARY INFORMATION: The final Pland presents a five-year agenda 
anchored in consumer goals and scientific initiatives. The Plan has 
several distinct purposes:
    (1) To set broad general directions that will guide NIDRR's 
policies and use of resources as the field of disability enters the 
21st century;
    (2) To establish objectives for research and dissemination that 
will improve the lives of individuals with disabilities and from which 
annual research priorities can be formulated;
    (3) To describe a system for operationalizing the Plan in terms of 
annual priorities, evaluation of the implementation of the Plan, and 
updates of the Plan as necessary; and
    (4) To direct new emphasis to the management and administration of 
the research endeavor.
    The Plan was developed with the guidance of a distinguished group 
of NIDRR constituents--individuals with disabilities and their family 
members and advocates, service providers, researchers, educators, 
administrators, and policymakers.
    The authority for the Secretary to establish a 5-year Plan is 
contained in sections 202(h) of the Rehabilitation Act of 1973, as 
amended (29 U.S.C. 762(h).
    On October 26, 1998 we published a notice of proposed Long-Range 
Plan for fiscal years 1999-2004 (63 FR 57190).

Summary of Comments and Responses

    In response to our invitation in the notice of proposed Long-Range 
Plan, we received 78 letters commenting on the Plan. Most of these 
comments stated support for the Plan, particularly in its conceptual 
approach to disablement and enablement. Some comments requested the 
addition of specific research topics or strategies, while others urged 
NIDRR to elaborate on or further emphasize some research areas. In 
responding to these suggestions, NIDRR has attempted to incorporate 
many of the compelling ideas, while at the same time not adding 
significantly to the length of the Plan or diverting from the concept 
of a 5-year research agenda. NIDRR appreciates the thoughtful nature of 
many of the comments and believes that will be useful in future 
planning efforts.
    An analysis of the comments and of the changes in the Plan since 
publication of the proposed Plan follows.

General Comments

    Comment: Several commenters requested that NIDRR either repeat 
certain concepts, such as self-direction, in all segments of the Plan 
or add detailed elaboration to some concepts.
    Discussion: The Secretary believes that such an approach would 
unduly lengthen the Plan. Since it is clear that the commenters 
identified and understood that those concepts are included in the Plan, 
these additions were not made.
    Changes: None.
    Comment: One commenter emphasized the need for controlled 
experimental studies to evaluate rehabilitation interventions at both 
the individual and environmental levels. This commenter noted that the 
proposed plan appears to reject those studies in favor of descriptive 
and qualitative studies that would not suffice to determine causality 
or efficacy.
    Discussion: NIDRR agrees that the rehabilitation field would 
benefit from increased use of controlled experiments. At the same time, 
NIDRR acknowledges the concerns of the Long-Range Plan Steering 
Committee about the increasing difficulty of conducting those studies 
in the disability field. These concerns include ethical considerations 
in withholding or delaying promising interventions; difficulties in 
obtaining samples of sufficient size; abbreviated access to sample 
populations; and the cost of this type of research. NIDRR also 
recognizes the important role of other Federal agencies in supporting 
controlled studies, particularly in medical rehabilitation research. 
NIDRR is committed to improving the value of disability research by 
strengthening the methodological tools in use. This includes controlled 
experiments, if appropriate and possible, and also more rigorous 
descriptive and qualitative research, appropriately used to suggest 
hypotheses, build theory, and reflect consumer concerns.
    It should also be noted that the Secretary generally does not 
prescribe methodologies, but rather presents rehabilitation issues and 
leaves decisions about methods to the applicants for research support 
and to the peer reviewers. NIDRR also supports the development of 
improved methodological tools for the disability research field and 
training new researchers in the use of those tools.
    Changes: The Plan has been modified to indicate the importance of 
controlled experiments, particularly to evaluate efficacy and outcomes 
of rehabilitative interventions.
    Comment: Two commenters noted that the aging of the population has 
significant implications for disability and that the issues of aging 
should be emphasized more in the Plan, perhaps through a separate 
chapter.
    Discussion: The importance of an aging population is noted 
throughout the Plan. For example, aging of the population contributes 
to the emerging universe of disability and will affect not only the 
prevalence of disability but also the frequency of certain conditions 
and the consequences of those conditions for independence and 
participation. The aging of the population, in conjunction with changes 
in certain social policies, is resulting in greater demand for 
continued employment among older age groups. The focus on a continuum 
of care and long-term care acknowledges the aging population, as does 
specific reference to the technology needs and preferences of older 
persons and their ability to benefit from universal design.
    There is also clear reference to the study of aging in special 
populations, such as individuals with mental retardation. Participants 
in the development of this Plan elected to focus on outcomes desired by 
all population groups of disabled persons, rather than the population 
groups themselves. NIDRR will consider more intensive and extensive 
focus on aging and disability for a future Plan.
    Changes: None.
    Comment: On commenter noted that some parts of the NIDRR plan are

[[Page 45745]]

disability-specific, while other sections or topics are cross-
disability or address multiple disabilities. The commenter asked for a 
rationale for this variation.
    Discussion: NIDRR believes that, in some cases, research is best 
organized around a single disability. Examples include research on 
interventions specific to certain conditions or their complications. 
Medical research or the development of technologies to replace 
functions such as mobility or vision, for example, may require 
equipment or expertise that is organized around certain body systems or 
types of functional loss. Other research may require access to 
substantial populations of individuals with similar impairments. 
However, research on general issues of participation, service delivery, 
and employment opportunities may consider individuals from many 
disability populations. NIDRR approaches these topics as 
comprehensively as possible to avoid fragmenting beneficiary 
populations. In some cases, specific disabilities are referenced as 
examples only.
    Changes: None.
    Comment: One commenter suggested that NIDRR should define parents 
of children with disabilities as consumers and ensure that research 
will be conducted on the population over a longer time period. A second 
commenter urged that research on families be specified in all areas of 
the Plan, particularly employment, transition, and access to services.
    Discussion: the Secretary agrees that research on families of 
disabled children that provides useful knowledge to support these 
families. In fiscal year 1998, NIDRR funded a Rehabilitation Research 
and Training Center (RRTC) on families of children with disabilities, 
with a funding period of 60 months. In 1999, NIDRR will fund an RRTC to 
continue research and training on families of children with serious 
behavior disorders. Many other centers and projects also address in 
part issues related to families of disabled children. One center 
provides support for disabled adults in their family role. The role of 
families in rehabilitation is widely acknowledged. NIDRR believes this 
is clear indication of its commitment to research on families 
throughout the period of this Plan.
    Changes: None.
    Comment: Several commenters noted that the Plan did not address 
certain areas of NIDRR activity, including international activities, 
interagency collaboration, peer review, and evaluation activities.
    Discussion: NIDRR regards these activities as integral parts of its 
Plan for the next five years.
    Changes: A final chapter entitled Enhancing NIDRR's Management of 
Research has been added to the Plan. This chapter includes 
international research, the Interagency Committee on Disability 
Research (ICDR), improvements to peer review, and NIDRR's program 
evaluation and continuous participatory planning activities.
    Comment: Two commenters suggested that it would be important to 
estimate the costs of implementing the Plan.
    Discussion: NIDRR believes this would be a useful but complex 
activity. NIDRR recognizes not only the difficulty of estimating future 
costs, but also that other research entities will play a role in 
accomplishing some of the objectives outlined in the Plan. NIDRR also 
is mindful of the nature of the annual federal budget setting process 
and believes it would be inappropriate for NIDRR to preempt that 
process.
    Changes: None.

Introduction and Background

    Comment: Several commenters suggested that the proposed Plan does 
not stress sufficiently the significance of NIDRR research to persons 
with cognitive disabilities, particularly those with mental 
retardation, and specifically recommended that examples of improvements 
through research for this population be included.
    Discussion: NIDRR agrees that important improvements in the quality 
of life and integration into the community for individuals experiencing 
cognitive impairment have been achieved through research, including 
research sponsored by NIDRR.
    Changes: The Plan has been amended to reference research-based 
improvements for this population.
    Comment: One commenter stated that the description of 
Rehabilitation Research and Training Centers (RRTCs) appeared to 
emphasize characteristics typical of academic institutions that might 
indicate a bias in favor of funding RRTCs at academic institutions.
    Discussion: The statute clearly spells out the qualifications and 
eligibility criteria for an RRTC. In funding RRTCs, NIDRR implements 
the statute by funding RRTCs at organizations that meet the statutory 
criteria and whose applications are highly rated by independent peer 
review panels.
    Changes: None.

Dimensions of Disability

    Comment: Several commenters discussed the inadequacy of demographic 
data related to individuals with disabilities, including deficiencies 
in estimating the prevalence of low-incidence disabilities, or the 
prevalence of disability in discrete ethnic sub-populations such as 
Pacific Islanders or individual American Indian or Alaskan native 
tribes. Two commenters suggested that NIDRR work toward the creation 
and adoption of a minimum data set about disability that could be 
included in all Federal surveys and data collection efforts. One urged 
that NIDRR undertake surveys to create demographic databases on certain 
minority populations.
    Discussion: The Plan recognizes the inadequacy of existing national 
databases about disability. NIDRR does not have a mission or resources 
to undertake national or regional surveys to generate comprehensive 
primary demographic data files. However, NIDRR believes that smaller 
scale, intensive studies of the distribution of disability in discrete 
populations such as racial or ethnic sub-populations is an appropriate 
topic for exploration under field initiated projects. In addition, 
NIDRR is aware of the need to incorporate appropriate questions about 
disability into all relevant Federal data collection efforts and is 
working with other Federal agencies to achieve this objective.
    Changes: The new final chapter on NIDRR management initiatives 
discusses the Interagency Committee on Disability Research (ICDR) as a 
mechanism for working to improve Federal data collection efforts 
regarding disability.
    Comment: Several commenters noted that women with disabilities 
constitute a population whose circumstances and needs are substantially 
different from those of men with disabilities, and request that 
disabled women be identified as a population for targeted study, 
perhaps under the category of emergent disability populations.
    Discussion: NIDRR supports research on problems that are unique to, 
or more significant for, women with disabilities,including areas as 
diverse as reproduction and sexuality, fibromyalgia, multiple 
sclerosis, violence and abuse, and childcare. NIDRR will continue to 
support research on specific conditions affecting women and girls with 
disabilities.
    Changes: The Plan has been amended to include specific reference to 
women with disabilities under appropriate topics.

[[Page 45746]]

    Comment: Two commenters urged that NIDRR specifically include 
chronic fatigue syndrome and multiple chemical sensitivies in its 
description of emerging disabilities.
    Discussion: The discussion of emergent disabilities in the Plan was 
intended to be illustrative of the concept of a changing disability 
population, with new conditions or impairments emerging to create a new 
or greater need for rehabilitation. The selection of specific 
conditions to be addressed in this context will be made either, in the 
case of field initiated projects, by applicants setting forth the need 
for study and peer reviewers evaluating the proposals or, in the case 
of directed research, through NIDRR's participatory priority 
development process.
    Changes: The discussion of emergent disabilities has been amended 
to suggest that chronic fatigue as well as multiple chemical 
sensitivity may be investigated as emergent disabilities.
    Comment: One commenter stated that the Plan should include specific 
references to the involvement of State Vocational Rehabilitation (VR) 
agencies in setting annual research priorities.
    Discussion: It is NIDRR's practice to involve a full spectrum of 
relevant stakeholders in the formulation of the annual priorities. This 
certainly includes State Vocational rehabilitation agencies as relevant 
stakeholders.
    Changes: The final section of the chapter on enhancing NIDRR 
management, which has been added to the Plan, specifies a broad range 
of constitutents to be involved in continuous participatory planning, 
including State Vocational Rehabilitation Agencies.
    Comment: Several commenters remarked on data excerpted from the 
National Health Interview Survey, questioning whether the delineation 
of only two ethnic groups indicated that only white and African-
American individuals were expected to benefit from the Plan.
    Discussion: Within this chapter of the Plan, NIDRR has commented on 
the inadequacy of national data sets to elucidate disability conditions 
among a full range of ethnic groups. Table Three in the Plan was 
intended merely to illustrate that there are differences along ethnic 
lines, and at the same time it illustrates that the national data sets 
are inadequate. NIDRR is committed, as is emphasized in the Plan, to 
the exploration of the impact of ethnic background and associated 
characteristics on disability.
    Changes: None.
    Comment: Several commenters remarked on the need for demographic 
data useful to industry in estimating and identifying markets for 
assistive technology and other products.
    Discussion: NIDRR agrees that there is a dearth of reliable data on 
disability for market research purposes. NIDRR's data centers are 
frequently queried by private industry sources seeking to estimate 
markets.
    Changes: NIDRR has added a reference to the need for market related 
data in this chapter.

Employment Outcomes

    Comment: One letter of comment recommended that personal assistance 
services be cited in all areas of the Plan in which they could be 
relevant, such as the sections on employment, health, and technology.
    Discussion: NIDRR recognizes the potential significance of personal 
assistance services in employment and health maintenance, as well as in 
independent living and community integration. However in the interest 
of brevity, NIDRR has elected to discuss personal assistance services 
in only one chapter, referring therein to the role of PAS in 
employment, health maintenance and independent living.
    Changes: None.
    Comment: One commenter recommended that the improvement of the 
State and Federal vocational rehabilitation program be an integral part 
of NIDRR's research in employment trends and a target for the 
dissemination of that research.
    Discussion: The chapter on Employment Outcomes includes enhancement 
of the State and Federal vocational rehabilitation program as a key 
research objective. The chapter on knowledge dissemination refers to 
the importance of developing partnerships with state vocational 
rehabilitation agencies in order to tailor dissemination activities to 
their specific needs.
    Changes: None.
    Comment: Several commenters suggested an emphasis on assistive 
technology and telecommunications technology as job accommodations to 
improve employment outcomes.
    Discussion: Development of work-related technological devices and 
work site modifications have been key elements of NIDRR's engineering 
research program for many years. NIDRR has also supported specialized 
dissemination efforts to make employers and vocational rehabilitation 
counselors aware of technology appropriate for the workplace.
    Changes: The Plan now includes references to technological supports 
in the employment outcomes chapter and to employment as an intended 
outcome in the chapter on technology for access and function.
    Comment: One commenter urged a more explicit and extensive 
reference to research on the role of self-employment and small business 
ownership in improving long-term employment outcomes for individuals 
with disabilities.
    Discussion: In Chapter 3, Employment Outcomes, NIDRR notes the 
alterations in the labor market that have resulted in a larger 
contingent workforce; more contract work, temporary or part-time 
positions and consultancies, and the decline in the percentage of 
stable jobs with full benefits. Self-employment, entrepreneurship, 
telecommuting, and home-based employment are all options to be 
evaluated for various segments of the disability population. At 
present, not enough is known about the characteristics of individuals 
or occupations that lend themselves to these solutions, nor is there 
definitive evaluation of these options in terms of financial stability 
and security, long-term outcomes, and consumer satisfaction.
    Changes: The plan, in Chapter 3, now includes the evaluation of 
these options as a priority under ``Employer and Workplace Issues'' and 
a reference to the role of the State and Federal VR system in using 
these approaches with individual consumers.

Health and Function

    Comment: Several commenters emphasized the significance of pain and 
fatigue, including Chronic Fatigue Syndrome or Chronic Fatigue Immune 
Deficiency Syndrome (CFIDS), in the rehabilitation and quality of life 
of persons with disabilities. They pointed out that many disabled 
individuals have chronic or deteriorating conditions.
    Discussion: NIDRR agrees that chronic pain, chronic fatigue, and 
impaired stamina are common secondary complications of disability and 
should be addressed.
    Change: The Plan has been amended to include references to pain and 
fatigue in this chapter, and reference to chronic fatigue syndrome as a 
potential emerging disability in the Dimensions of Disability chapter.
    Comment: One commenter discussed the significance of obesity to 
health and disability, and urged that NIDRR direct research to this 
topic.
    Discussion: NIDRR agrees that obesity is a significant risk factor 
for both primary disability and secondary conditions, and may 
complicate efforts at rehabilitation. As NIDRR does not have a mission 
in the primary prevention of disability or in the

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maintenance of health in non-disabled populations, NIDRR will address 
the issue of obesity in terms of its impact on secondary conditions and 
health maintenance.
    Changes: The Plan has been amended to include obesity in the list 
of secondary conditions.
    Comment: One commenter noted that the Plan does not address dental 
and oral health interventions or services delivery, and recommends that 
research in these areas be added to the Plan.
    Discussion: NIDRR acknowledges that the presence of disability may 
confound the delivery of oral health care, and that the presence of 
dental problems may contribute to secondary conditions and may, in 
itself, interfere with successful employment and participation in the 
community. In addition, certain craniofacial or maxillofacial 
conditions may themselves constitute disability.
    Changes: The Plan has been amended to recognize the importance of 
research on dental and oral health interventions and service delivery.
    Comment: Several commenters noted that the chapter on health and 
function appears to emphasize physical disabilities, with few 
references to cognitive, behavioral, or sensory impairments.
    Discussion: It is NIDRR's intent to exclude research on the full 
range of disabilities from its agenda. Much of the research that NIDRR 
supports relative to these cited disability populations is in the 
Plan's chapters on Community Integration and Independent Living, 
Technology for Access and Function and Employment. However, within the 
scope of the health and function chapter, health case service delivery 
and rehabilitation interventions are also important to these 
populations.
    Changes: NIDRR has added references to individuals with sensory, 
behavioral or cognitive impairments, or a combination of those 
impairments in the chapter on Health and Function.
    Comment: Several commenters made suggestions about the importance 
of outcome measures in medical rehabilitation, including the 
recommendation that priority should be given to the refinement of 
existing measures of medical rehabilitation effectiveness to make them 
more applicable across the wide range of disability populations.
    Discussion: NIDRR agrees with the need for improved measures of the 
effectiveness of rehabilitation interventions across disabilities and 
in a variety of settings.
    Changes: An additional priority has been inserted under the heading 
``Research on Rehabilitation Outcomes'' to focus on measures of 
effectiveness.

Technology for Access and Function

    Comment: Several commenters noted their agreement with the concept 
of universal design. Some of these commenters suggested that the Plan 
did not sufficiently recognize the importance of accessible housing 
through universal design. A number of these commenters also discussed 
the difficulties of infusing universal design concepts into private 
industry and suggested a variety of strategies.
    Discussion: The Plan indicates a commitment to research on 
universal design in accessible buildings, including housing, over the 
next five years. The Plan also includes a recognition of the barriers 
to general acceptance of universal design and proposes to support 
activities to reduce the barriers. NIDRR acknowledges that marketing of 
universal design concepts is different from technology transfer of 
devices and techniques, and believes the Plan indicates that this is a 
component of work to be supported by NIDRR.
    Changes: None.
    Comment: Several commenters noted the rapid developments in 
information technology and the World Wide Web, and the emergence of 
convergent media combing aspects of computers and televisions. These 
commenters also emphasized the role of universal design in information 
technologies.
    Discussion: NIDRR is currently providing support to the World Wide 
Web Consortium (W3C) and also maintains a major commitment to the 
infusion of universal design principles into information technology and 
the telecommunications infrastructure. NIDRR believes this commitment 
has already been expressed in the Plan.
    Changes: None.
    Comment: Two commenters stressed the need to develop technologies 
to assist in the performance of cognitive functions, for individuals 
with impairments resulting from stroke, mental retardation, and 
traumatic brain injury, for example, and observed that this research 
direction was absent from the Plan.
    Discussion: NIDRR agrees that there are important opportunities to 
enhance cognitive functioning through neural prostheses and assistive 
technology to perform cognitive functions. This area represents a very 
significant scientific challenge and opportunity.
    Changes: Research on technology to improve cognitive performance 
for individuals with mental retardation as well as cognitive deficits 
from other causes has been added to the Plan.
    Comment: Two commenters recommended that NIDRR consider appointing 
various types of advisory councils, including an industry advisory 
council to assist in the formulation of NIDRR's plans and priorities in 
the area of assistive technology and universal design.
    Discussion: NIDRR continuously seeks input from a broad 
constituency, including industry. NIDRR recognizes the need to have 
industry more closely involved with the research activities of its 
grantees. However, because advisory councils are governed by the 
Federal Advisory Council Act (FACA), this Plan cannot commit NIDRR to 
establish an advisory council.
    Changes: None.
    Comment: One commenter suggested that NIDRR monitor the activities 
of Federal agencies in the implementation of section 508 of the 
Rehabilitation Act.
    Discussion: The Office of Special Education and Rehabilitative 
Services has placed a high priority on strategies to ensure full 
implementation of section 508. The Access Board and the General 
Services Administration have responsibility for providing technical 
assistance on Section 508. NIDRR will cooperate with those agencies in 
the provision of technical assistance as needed. NIDRR has no authority 
to monitor other Federal agencies in their implementation of Section 
508.
    Changes: None.
    Comment: One commenter stated support for the development of 
appropriate quality assurance mechanisms for assistive technology, and 
asked for further elaboration addressing the new provisions of Section 
204 of the Rehabilitation Act, as amended.
    Discussion: Section 204(17)(A) provides that research grants may be 
used to conduct a research program related to quality assurance in the 
area of rehabilitation technology. NIDRR is very concerned with this 
issue, and has added language to the Plan to implement suggested 
activities under this section of the statute.
    Changes: References to the development of evaluation methodologies 
and identification of outcome measurement models have been added in 
Chapter 7; reference to models for service provider training has been 
added to Chapter 9, and reference to tools to enhance consumer 
decision-making about technology has been added to Chapter 6.
    Comment: Two commenters stated that it was inappropriate to couple 
the terms ``information technology'' and

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``telecommunications'' throughout this Chapter. The commenters argued 
that while it is true that, in the future, society will be using the 
same appliances for both, the core issues to be addressed are quite 
different.
    Discussion: NIDRR recognizes that while these areas are related, 
the research issues are different.
    Changes: The Plan has been modified to indicate that these two 
areas, while converging, have some significantly different research 
issues. Some of these research issues are listed in the Plan to 
illustrate these differences.
    Comment: One commenter suggested that the priorities related to 
information technology should include some reference to research on new 
types of computers and display technologies.
    Discussion: NIDRR agrees that the rapid pace of developments in 
this area generates many more priorities for research, and that the 
relative emphasis on various priority topics may change more than once 
over the course of this Plan. Therefore, NIDRR refrained from detailing 
a large number of priorities in this area. However, it may be helpful 
to specify that there will be some priority placed on ensuring 
accessibility of new computer technologies emerging onto the market.
    Changes: New priorities in information technology now include 
references to research on the accessibility of wearable and implantable 
computers and personal systems, 3-D display technologies, and cognitive 
factors such as language and comprehension levels.
    Comment: One commenter reminded NIDRR that it is important to 
ensure that assistive technology is culturally responsive and 
appropriate for use in rural and isolated areas. The commenter urged 
the creation of an explicit project to develop technology to address 
the needs of specific cultural groups.
    Discussion: NIDRR agrees that there is a danger that assistive 
technology will not be acquired or used if it is not sensitive to 
cultural and life-style concerns. However, NIDRR believes that it is 
important to infuse those considerations into all of its technology 
research and development. No one project could develop all types of 
technology for all cultural minorities. Furthermore, NIDRR's statute 
requires that each applicant for funding specify how its proposed 
activities will address the needs of disabled individuals from diverse 
minority backgrounds.
    Changes: NIDRR has inserted a general admonition in this chapter 
concerning the need to consider variations in culture and life-style in 
the design and development of assistive technology, and in universal 
design of public technological systems as well.

Independent Living and Community Integration

    Comment: A number of commenters discussed the issue of home 
ownership and affordable housing. Many of these comments focused on 
assisting persons with mental retardation or other developmental 
disabilities to achieve home ownership. Many of the comments urged 
NIDRR to replace an institute for this purpose that was formerly 
supported by another Federal agency, or to create a Rehabilitation 
Research and Training Center for this purpose.
    Discussion: NIDRR recognizes the importance of accessible housing 
in the community in its discussion of universal design and accessible 
housing and also in its focus on self-determination and research on 
physical inclusion. The Plan discusses the identification and 
evaluation of models that facilitate physical inclusion, including 
housing models that are consistent with consumer choice. As NIDRR is a 
research Institute, it is not in a position to implement service and 
advocacy demonstrations that were funded elsewhere. NIDRR does believe 
that research questions related to housing are potential areas for 
research investigation under its program of Field Initiated Projects.
    Changes: None.
    Comment: Two commenters remarked that independent living services 
for older individuals who are blind were not specified as subjects of 
research priorities. One commenter noted commonality of objectives 
between these programs and other independent living services programs.
    Discussion: NIDRR prefers to address research on community 
integration and independent living globally and, whenever possible, 
across disabilities. Because, as the commenter noted, the objectives of 
the independent living services for older blind persons are similar to 
the objectives of independent living programs generally, no priority 
restricted to those programs has been predetermined. Research on this 
topic is appropriate for conduct under the Field-Initiated Projects 
program.
    Changes: None.
    Comment: One commenter observed that institutions and nursing homes 
are used frequently and inappropriately for placements of individuals 
with traumatic brain injury, and urged that NIDRR support 
investigations of the scope of this problem and develop other options 
for community integration.
    Discussion: NIDRR supports research on community integration for 
individuals with traumatic brain injury, as well as for those with 
other disabilities. This topic is one that can be investigated within 
the scope of NIDRR's research agenda on community integration, and 
further specification is not necessary.
    Changes: None.

Knowledge Dissemination and Utilization

    Comment: One commenter stated that the Plan's emphasis on 
accessible media, which is lauded, points up the need for research on 
Braille literacy and requests that the Plan include a specific priority 
in that area.
    Discussion: NIDRR has established key objectives in such areas as 
employment, function, access, and integration. NIDRR's agenda responds 
to the Department of Education goals supporting lifelong learning and 
preparation for employment in a competitive world economy. NIDRR finds 
it impossible to detail every specific tactic to reach those objectives 
for every individual disability population. Furthermore, in line with 
key recommendations of the Long-Range Plan Steering Committee, NIDRR 
plans to increase its emphasis on Field-Initiated projects, meaning 
that there will be fewer resources for discrete prioritized research 
projects. Thus, there are many important topics such as Braille 
literacy that may be addressed under the Field-Initiated program. In 
addition, in the continuous participatory planning process, there will 
be an opportunity to consider these recommendations in planning future 
center or project priorities.
    Changes: None.

Capacity Building

    Comment: One commenter recommended that funds earmarked under 
Section 21 of the Rehabilitation Act for minority institutions should 
also be directed to other institutions that are serving some minority 
students.
    Discussion: The statute is specific about the uses of these funds 
and the eligibility criteria. The commenter appears to be requesting a 
legislative change that is beyond the scope of this Plan.
    Changes: None.
    Comment: Two commenters discuss the need to use distance learning 
strategies in training and in the dissemination of information and 
recommended that this approach be specified in the plan.
    Discussion: NIDRR is currently supporting pioneering research into

[[Page 45749]]

telerehabilitation and supports distance learning approaches to 
training in its ADA program and several of its RRTCs. While the 
commenter correctly noted that NIDRR's primary mission is not training, 
NIDRR does agree that innovative approaches to capacity building are 
necessary.
    Changes: Evaluation of the appropriateness and effectiveness of 
web-based training and distance learning models to increase capacity 
for rehabilitation research has been added as a priority in this 
chapter.
    Comment: One commenter noted that there was no reference to 
Rehabilitation Engineering Research Centers (RERCs) as mechanisms for 
advanced training of researchers, and recommended that RERCs be 
included in this activity.
    Discussion: Historically, RERCs have not had the explicit statutory 
mission for training that was part of other NIDRR funded centers. 
However, it is certainly true that the need for individuals trained in 
technological and engineering research is greater than ever, and NIDRR 
agrees that the RERCs must be involved increasingly in researcher, 
consumer, and provider training.
    Changes: Reference to the RERCs as a mechanism for advanced 
research training has been added.

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Applicable Program Regulations

    34 CFR Parts 350, 356, and 359.

    Program Authority: 29 U.S.C. 760-764.

    Dated: August 13, 1999.
Judith E. Heumann,
Assistant Secretary for Special Education and Rehabilitation Services.

NIDRR Long-Range Plan

Long Range Plan Table of Contents

Section One: Background

Chapter 1: Introduction and Background
Chapter 2: Dimensions of Disability

Section Two: NIDRR Research Agenda

Chapter 3: Employment Outcomes
Chapter 4: Health and Function
Chapter 5: Technology for Access and Function
Chapter 6: Independent Living and Community integration
Chapter 7: Associated Disability Research Areas

Section Three: Priorities For Related Activities

Chapter 8: Knowledge Dissemination and Utilization
Chapter 9: Capacity Building For Rehabilitation Research
Chapter 10: Strategies For Research Management

References

Section One

Chapter 1: Introduction and Background

    ``Research has the potential to reinvent the future for millions of 
people with disabilities and their families'' (Richard W. Riley, U.S. 
Secretary of Education).
    Two developments have converged to enhance the significance of 
disability research. First, breakthroughs in biomedical and 
technological sciences have changed the nature of work and community 
life. As these breakthroughs provide the potential for longer and more 
fulfilling lives for individuals with disabilities, they reinforce the 
second major development--successful independent living and civil 
rights advocacy by disabled persons. this intersection of scientific 
progress and empowerment of disabled persons has generated momentum for 
disability research. These developments highlight the importance of 
more fully integrating disability research into the mainstream of U.S. 
science and technology policy, and into the Nation's economic and 
health care policies.
    An estimated 43 million Americans are significantly limited in 
their capacity to participate fully in work, education, family, or 
community life because they have a physical, cognitive, or emotional 
condition that requires societal accommodation. Public Law 101-336, the 
Americans with Disabilities Act (ADA) of 1990, declares that 
individuals with disabilities have fundamental rights of equal access 
to public accommodations, employment, transportation, and 
telecommunications. The recognition of these rights, and of society's 
obligation to facilitate their attainment, provides the opportunity for 
major improvements in the daily lives of individuals with disabilities.
    It is the mission of the National Institute on Disability and 
Rehabilitation Research (NIDRR) to generate, disseminate, and promote 
the full use of new knowledge that will improve substantially the 
options for disabled individuals to perform regular activities in the 
community, and the capacity of society to provide full opportunities 
and appropriate supports for its disabled citizens.

NIDRR's Statutory Purpose

    The inception of a Federal rehabilitation research program was part 
of the legacy of the late Mary E. Switzer, pioneering director of the 
Federal-State vocational rehabilitation program.
    By establishing NIDRR \1\ in 1978, through Amendments to the 
Rehabilitation Act of 1973 (Public Law 93-112), Congress realized 
Switzer's vision and created a research institute in the public 
interest. As such, NIDRR must generate scientifically based knowledge 
that furthers the values and goals of the disability community, the 
knowledge needs of service providers, and the creation of rational 
public policy.
---------------------------------------------------------------------------

    \1\ Established as the National Institute of Handicapped 
Research, the Institute's name was changed to NIDRR by the 1986 
Amendments to the Rehabilitation Act.
---------------------------------------------------------------------------

    In confounding NIDRR, Congress recognized both the opportunities 
for technological and scientific advances to improve the lives of 
individuals with disabilities and the need for a comprehensive and 
coordinated approach to research, development, demonstration, 
information dissemination, and training. The Rehabilitation Act of 
1973, as amended (with significant changes in 1992 and 1998), charged 
this Institute with the responsibility to provide a comprehensive and 
coordinated program of research and related activities to maximize the 
full inclusion and social integration, employment, and independent 
living of individuals of all ages with disabilities, with particular 
emphasis on improving the coordination and effectiveness of services 
authorized under the Act. Related activities were mandated to include 
the widespread dissemination of research-generated knowledge and 
practical information to rehabilitation

[[Page 45750]]

professionals, individuals with disabilities, researchers, and others; 
the promotion of the transfer of rehabilitation technology; and an 
increase in opportunities for researchers who are individuals with 
disabilities or members of minority groups.
    NIDRR is ideally positioned to facilitate the transfer of new 
knowledge into practice given its administrative co-location with two 
major service programs--the Rehabilitation Services Administration 
(RSA) and the Office of Special Education Programs (OSEP)--in the 
Office of Special Education and Rehabilitative Services (OSERS). 
NIDRR's linkage to the greater science community through its leadership 
of the Interagency Committee on Disability Research (ICDR) affords an 
opportunity to facilitate the transfer of advances in basic research 
into the agenda for applied research and knowledge diffusion.
    To further advance work in the field of applied research, the 
legislation requires a Plan,\2\ updated every five years, describing 
NIDRR's future research agenda. This Long-Range Plan presents a five-
year agenda anchored in consumer goals and scientific initiatives. The 
plan has several distinct purposes:
---------------------------------------------------------------------------

    \2\ As a component of the Department of Education within OSERS, 
NIDRR is guided by the Department's Strategic Plan, the OSER's 
Strategic Plan, and NIDRR's own strategic goals and objectives as 
laid out in its performance plan for the Government Performance and 
Results Act (GPRA). The Rehabilitation Act, however, calls for a 
plan from NIDRR--one that identifies research needs and sets forth 
priorities. This Long-Range Plan describes the issues related to the 
content and management of NIDRR's research and other activities that 
will constitute the substantive portion of NIDRR's strategies to 
achieve its GPRA performance objectives.
---------------------------------------------------------------------------

    (1) To set broad general directions that will guide NIDRR's 
policies and use of resources as the field of disability enters the 
21st century;
    (2) To establish objectives for research and dissemination that 
will improve the lives of individuals with disabilities and from which 
annual research priorities can be formulated;
    (3) To describe a system for operationalizing the Plan in terms of 
annual priorities, evaluation of the implementation of the Plan, and 
updates of the Plan as necessary; and
    (4) To direct new emphasis to the management and administration of 
the research endeavor.
    This Plan was developed with the guidance of a distinguished group 
of NIDRR constituents--individuals with disabilities and their family 
members and advocates, service providers, researchers, educators, 
administrators, and policymakers, including the Commissioner of the 
Rehabilitation Services Administration, members of the National Council 
on Disability, and representatives from DHHS. It draws upon public 
hearings and planning activities conducted under the prior NIDRR 
administration (Dr. William H. Graves, Director) and on papers prepared 
for the Plan by more than a dozen authors. The Plan addresses a range 
of diverse objectives, including:
    (1) The needs of individuals with disabilities for knowledge and 
information that will enable them to achieve their aspirations for 
self-direction, independence, inclusion, and functional competence;
    (2) The needs of rehabilitation service providers for information 
on new techniques and technologies that will enable them to assist in 
the rehabilitation of individuals with disabilities;
    (3) The needs of researchers to advance the capabilities of science 
as well as the body of scientific knowledge;
    (4) The needs of society, and its leadership, for strategies that 
will enable it to facilitate the potential contributions of all 
citizens; and
    (5) The need to transfer findings from basic to applied research.

Accomplishments of the Past

    In creating NIDRR, Congress recognized that research has 
contributed substantially to improvements in the lives of individuals 
with disabilities and their families. Individuals with disabilities 
live longer, have a better quality of life, enjoy better health, and 
look forward to more opportunities than they did 30 years ago, and more 
advances occur every day. Today it is commonplace to find people in 
wheelchairs traveling in airplanes and private vehicles, people who are 
blind using computers, and people who are deaf attending the theater, 
while individuals who have significant disabilities are being 
recognized as world leaders in the arts and sciences. These 
developments owe much to research advances at both the individual and 
societal levels.

Advances at the Individual Level

    Research, and its use to improve practice, inform policy, and raise 
awareness, has changed the lives and the outlook for individuals with 
disabilities and their families. For example, the life expectancy of 
individuals who paralysis from spinal cord injury has risen 
continuously in the past 25 years (DeVivo & Stover, 1995). The 
concerted efforts of U.S. researchers, most of whom received NIDRR 
support, have succeeded in greatly reducing the number of severe 
urinary tract infections and other urinary tract complications in this 
population, thereby reducing renal failure as a cause of death for 
these individuals from 1st to 12th place over the past two decades. 
Decubitus ulcers also have been a serious problem for persons with 
spinal cord injury, as well as for those with stroke, multiple 
sclerosis, and other immobilizing conditions. Decubitus ulcers are 
destructive and costly to treat, resulting in lost workdays, high 
medical expenses, hospitalizations, and further secondary 
complications. Through the efforts of medical researchers and 
rehabilitation engineers, preventive measures have been developed 
including seating, cushioning, and positioning devices; behavioral 
protocols; and improved treatment methods. These efforts have greatly 
reduced the length of time needed for medical treatment of decubiti, 
and the cost of this treatment.
    Rehabilitation engineering research has been responsible for the 
application of new materials in the design of wheelchairs and orthotic 
and prosthetic devices that render these technologies comfortable and 
serviceable, and allow their users to accomplish many important 
personal goals. For example, wheelchairs racers using the newest sports 
wheelchairs can complete races longer than 800 meters at speeds faster 
than those of Olympic runners. In the Paralympics, runners using 
prosthetic legs repeatedly have demonstrated impressive speeds. In 
everyday life, people who use wheelchairs have benefited from 
lightweight, transportable chairs as well as powered chairs that 
greatly increase the independence of some users.

Advances at the Environmental-Societal Level

    In the last two decades, NIDRR has participated in an unprecedented 
expansion of opportunities and possibilities for persons with 
disabilities. During this period, technology has greatly enhanced the 
accommodation of disability, self-awareness has raised the expectation 
of and for persons with disabilities, and advocacy has resulted in 
recognition of the rights of persons with disabilities to societal 
access and reasonable accommodations.
    NIDRR has supported research that has facilitated the inclusion of 
persons with mental retardation and those with emotional disabilities 
in communities, workplaces, and lifelong learning. In

[[Page 45751]]

doing so, NIDRR researchers have documented patterns of 
deinstitutionalization; developed techniques for behavior management 
that have enabled individuals to leave institutions and live and work 
in the community; strengthened self-advocacy and peer-support programs; 
developed technological solutions to improve access to housing, 
communications, and work; and developed strategies to increase 
employment and to support families in their important roles.
    Today's research on the application of the principles of universal 
design to the built environment, information technology and 
telecommunications, transportation, and consumer products is based on 
the concept of an environment that is usable by persons with a very 
broad range of function. For example, after years of research, all 
television sets are not equipped with decoders that allow people with 
hearing loss to access most programs. In addition, ergonomic research 
undergirds the development of workplace designs and the standards for 
building codes, consumer products, and the telecommunications 
infrastructure. These advances have been instrumental in leading to a 
change in the disability paradigm, expanding the focus of disability to 
include environmental factors, as well as individual factors.
    NIDRR's research activities also have led to the development of 
small businesses in hearing aids, prosthetics, communication devices, 
and instructional software. NIDRR research provides an important 
stimulus in a field of orphan products with small markets.

Expectations for the Future: A New Paradigm of Disability

    The identification of trends in the distribution of disabilities, 
the emergence of new disabilities, and the prevalence of disability in 
the nation's aging population further challenge the disability research 
field. Additionally, the research field must develop ways to measure 
and address the impact of environmental factors on the phenomenon of 
disability.
    NIDRR has provided leadership in research leading to a new 
conceptual foundation for organizing and interpreting the phenomenon of 
disability--a ``New Paradigm'' of disability. This paradigm is a 
construction of the disability and scientific communities alike and 
provides a mechanism for the application of scientific research to the 
goals and concerns of individuals with disabilities. The new paradigm 
of disability is neither entirely new nor entirely static. Thomas Kuhn 
defines paradigm as ``universal achievements that for a time provide 
model problems and solutions to a community of practioners'' (Kuhn, 
1962). The term paradigm is used here in the quasi-popular sense it has 
acquired over the last 40 years to indicate a basic concensus among 
investigators of a phenomenon that defines the legitimate problems and 
methods of a research field. NIDRR posits that the paradigm in this 
case applies not to a single field, but to a single phenomenon--
``disability''--as it is investigated by multiple disciplinary fields. 
The disability paradigm that undergirds NIDRR's research strategy for 
the future maintains that disability is a product of an interaction 
between characteristics (e.g., conditions or impairments, functional 
status, or personal and social qualities) of the individual and 
characteristics of the natural, built, cultural, and social 
environments. The construct of disability is located on a continuum 
from enablement to disablement. Personal characteristics, as well as 
environmental ones, may be enabling or disabling, and the relative 
degree fluctuates, depending on condition, time, and setting. 
Disability is a contextual variable, dynamic over time and 
circumstance. Environments may be physically (in)accessible, culturally 
(ex) (in)clusive, (un)accommodating and (un)supportive. For example, on 
a societal level, institutions and the built environment were designed 
for a limited segment of the population. Researchers should explore new 
ways of measuring and assessing disability in context, taking into 
account the effect of physical, policy, and social environments, and 
the dynamic nature of disability over the lifespan and across 
environments.
    Perhaps the new paradigm can be understood best in contrast to the 
paradigm it replaces and through a clarification of the importance the 
paradigm has for all aspects of research and policy (see Table 1). The 
``old'' paradigm, which was reductive to medical condition, and is 
reflected in many aspects of the Nation's policy and service delivery 
arenas, has presented disability as the result of a deficit in an 
individual that prevented the individual from performing certain 
functions or activities. This underlying assumption about disability 
affected many aspects of research, rehabilitation, and services.
    The new paradigm of disability is integrative and holistic, and 
focuses on the whole person functioning in an environmental context. 
This new paradigm of disability is reflected in the ADA and sets a 
goals framework for research, policy, and delivery of services and 
supports relative to disability. The new paradigm with its recognition 
of the contextual aspect of disability--the dynamic interaction between 
individual and environment over the lifespan that constitutes 
disability--has significant consequences for NIDRR's research agenda 
over the next decade. These consequences include: Changes in the ways 
disability is defined and conceptualized; new approaches for measuring 
and counting disability; a focus on new research issues; and changes in 
the way research is managed and conducted.

Definitional Issues

    One of the fundamental consequences of the new paradigm is the need 
for the reformulation of definitions. The definition of disability is 
critical to building a conceptual model that identifies relevant 
components of disablement and their relationships to each other, and 
the dynamic mechanisms by which they change. Typically, definitions of 
disability have varied depending on their intended use. From a research 
perspective, definitions used for counting and describing disabled 
people have been important, while definitions establishing eligibility 
for benefits and services have been critical from the policy 
perspective.
    The majority of Federal definitions of disability, including those 
in the Rehabilitation Act, the ADA, and the National Health Interview 
Survey (NHIS), derive from the old paradigm. These definitions all 
attribute the cause of limitations in daily activities or social roles 
to characteristics of the individual, that is, ``conditions'' or 
``impairments.'' Even the ADA, which promotes accessibility and 
accommodations, locates the disability with the individual. This is 
understandable not only because of the time involved in changing a 
paradigm, but because of the lack of a system to define, classify, and 
measure the environmental components of disability and the absence of a 
model to describe and quantify the interaction of environmental and 
individual variables. This need for a change in definitions must be 
addressed by activities such as the attempt to revise the International 
Classification of Impairments, Disabilities, and Handicaps (ICIDH) 
(1980), to better define and measure the factors external to the 
individual that contribute to disability.

[[Page 45752]]



                     Table 1.--Contrast of Paradigms
------------------------------------------------------------------------
                                 `Old' paradigm        `New' paradigm
------------------------------------------------------------------------
Definition of Disability....  An individual is      An individual with
                               limited by his/her    an impairment
                               impairment or         requires an
                               condition.            accommodation to
                                                     perform functions
                                                     required to carry
                                                     out life
                                                     activities.
Stragegy to Address           Fix the individual,   Remove barriers,
 Disability.                   correct the deficit.  create access
                                                     through
                                                     accommodation and
                                                     universal design,
                                                     promote wellness
                                                     and health.
Method to Address Disability  Provision of          Provision of
                               medical,              supports, e.g.,
                               vocational, or        assistive
                               psychological         technology,
                               rehabilitation        personal assistance
                               services.             services, job
                                                     coach.
Source of Intervention......  Professionals,        Peers, mainstream
                               clinicians, and       service providers,
                               other                 consumer
                               rehabilitation        information
                               service providers.    services.
Entitlements................  Eligibility for       Eligibility for
                               benefits based on     accommodations seen
                               severity of           as a civil right.
                               impairment.
Role of Disabled Individual.  Object of             Consumer or
                               intervention,         customer, empowered
                               patient,              peer, research
                               beneficiary,          participant,
                               research subject.     decision-maker.
Domain of Disability........  A medical             A socio-
                               ``problem''.          environmental issue
                                                     involving
                                                     accessibility,
                                                     accommodations, and
                                                     equity.
------------------------------------------------------------------------
Note: Adapted from materials prepared for this Long-Range Plan by Gerben
  DeJong and Bonnie O'Day.

Measurement Issues

    Sources of data, including demographic studies and national 
surveys, should be adjusted to reflect new definitions or concepts, and 
to take into account contextual variables in survey sampling 
techniques. Survey questions must reflect environmental factors as well 
as individual factors such as socioeconomic characteristics or 
impairments. Under the new paradigm, questions about employment status, 
for example, should focus on the need for accommodations as well as on 
the existence of an impairment. Measures must enable researchers to 
predict and understand changes in the prevalence and distribution of 
disabilities--the emerging universe of disability--which illustrates 
the link between underlying social and environmental conditions such as 
poverty, race, culture, isolation, the age continuum, and the emergence 
of new causes of disability, new disability syndromes, and the 
differential distribution of disability among various population groups 
in our society.
    Concern increasingly is focused on vulnerable populations as 
researchers find more evidence that disability, and risk thereof, are 
disproportionately concentrated in populations in poverty, populations 
that lack access to state-of-the-art preventions or interventions, and 
populations that are exposed to additional external or lifestyle risk 
factors. There are new impairments, exacerbated impairments, or new 
etiologies that are associated with socioeconomic status, education 
levels, access to health care, nutrition, living conditions, and 
personal safety. Individuals from racial, linguistic, or cultural 
minority backgrounds are more likely to live in poverty and to lack 
adequate nutrition, pre-natal and other health care, access to 
preventive care, and health information. These individuals also have 
more exposure to interpersonal violence and intentional injury. The new 
paradigm's recognition of environmental factors leads to a focus on 
underserved minority populations--part of the emerging universe of 
disability discussed in Chapter Two.

New Focus of Research Inquiries

    The new paradigm adds, or increases the relative emphases on, 
certain areas of inquiry. Research must develop new methods to focus on 
the interface between person and society. It is not enough simply to 
shift the focus of concern from the individual to the environment. What 
is needed are studies of the dynamic interplay between person and 
environment; of the adapting process, by the society as well as by the 
individual; and of the adaptive changes that occur during a person's 
lifespan. The aging of the disabled population in conjunction with 
quality of life issues dictates a particular focus on prevention and 
alleviation of secondary disabilities and co-existing conditions and on 
health maintenance over the lifespan. Research must focus on the 
development and evaluation of environmental options in the built 
environment and the communications environment, including such 
approaches as universal design, modular design, and assistive 
technology that enable individuals with disabilities and society to 
select the most appropriate means to accommodate or alleviate 
limitations. Research must lead to a better understanding of the 
context and trends in our society that affect the total environment in 
which people with disabilities will live and in which disability will 
be manifested. These include: economy and labor market trends; social, 
cultural, and attitudinal developments; and new technological 
developments. Research must develop ways to enable individuals with 
disabilities to compete in the global economy, including education and 
training methods, job accommodations, and assistive technology.
    Research must develop an understanding of the public policy context 
in which disability is addressed, ignored, or exacerbated. General 
fiscal and economic policies, as well as more specific policies on 
employment, delivery and financing of health care, income support, 
transportation, social services, telecommunications, 
institutionalization, education, and long-term care are critical 
factors influencing disability and disabled persons. Their frequent 
inconsistencies, contradictions, and oversights can inhibit the 
attainment of personal and social goals for persons with disabilities.

Research Management

    The new paradigm requires new models for the management of the 
research enterprise that include stakeholder participation, 
interdisciplinary and collaborative efforts, more large-scale and 
longitudinal research, and new research methodologies to conduct 
meaningful studies in the emerging policy environments. Training in 
disability and rehabilitation research must be expanded to include 
disciplines such as architecture and business. There will be new venues 
for the conduct of research, and a need for validated methodologies to 
conduct research on dynamic person-environment interactions and under

[[Page 45753]]

constricted circumstances. Through training programs, the disability 
and rehabilitation research field also should work to increase the 
number of disabled and minority researchers.
    The role of disabled consumers in research under the new paradigm, 
as well as in policy and services, is proactive and participative. 
Consumers have a role in shaping their environments and in managing the 
supports and services they require. Research must be more inclusive and 
participatory, involving not only consumers but also other stakeholders 
in understanding and interpreting research, in disseminating and 
applying research findings, and in planning, conducting, and evaluating 
research. Consumer satisfaction with research as well as services will 
be subject to assessment.
    Moreover, interdisciplinary and collaborative research are 
important for explicating the multidimensional qualities of disability. 
It is only through research coordination and collaboration that the 
findings of basic research can be translated into the knowledge base of 
disability research.
    Regardless of its auspices, research is a cumulative and 
integrative process; new knowledge comes from many sources, often in 
response to concerted pursuit, but also sometimes serendipitously. 
Research is often slow-moving and always painstaking; one of the 
ironies of the research effort is that a disproved hypothesis may 
constitute a successful project, particularly if it diverts the time 
and resources of others from an unfruitful direction. As one 
participant in the planning process put it, ``sometimes the new 
questions you stimulate are more important than the ones you answer in 
your research project.'' NIDRR is pleased to have collaborated with 
many other Federal and private agencies that sponsor various aspects of 
disability and rehabilitation research, and is committed to making 
research an inclusive, collaborative, and coordinated undertaking.

Organization of the Plan

    This introductory chapter has set the framework for understanding 
NIDRR's mission and approach. After the next chapter, ``Dimensions of 
Disability,'' the Plan will discuss, in Section Two, an agenda for 
research that provides opportunities for leadership and innovation. 
NIDRR will implement this research agenda in conjunction with excellent 
management strategies, a dynamic program of knowledge dissemination, 
and a vigorous effort to build capacity of the field through training 
researchers and users of research. Section Three will focus on these 
activities.
    NIDRR intends this five-year research Plan to balance the competing 
demands of consumer relevance and scientific rigor, and to present an 
agenda for research that is responsive, scientifically sound, and 
accountable, and which makes a contribution to the refinement of the 
Nation's science and technology policy.

Chapter 2: Dimensions of Disability

    ``Policy issues at the forefront of the disability agenda require 
accurate data, routinely repeated measures, sophisticated analysis, and 
broad dissemination'' (National Council on Disability, Action Steps for 
Changes to Federal Disability Data Collection Activities, draft report, 
Sept. 19, 1997).
    This chapter of the Plan presents NIDRR's operative definitions of 
disability, discusses several analytical frameworks for the 
categorization of disability, and highlights deficits in current 
definitions and data collection. The chapter then presents data about 
the prevalence and distribution of disability in the nation and 
includes selected demographic data related to the major NIDRR goals of 
independence, inclusion, and employment.

Definitions and Concepts of Disability and Disablement

    The definition of an individual with a disability under which NIDRR 
operates is contained in the Rehabilitation Act of 1973, (Public Law 
93-112) as amended, and is as follows: any person who (i) has a 
physical or mental impairment which substantially limits one or more of 
such person's major life activities, (ii) has a record of such an 
impairment, or (iii) is regarded as having such an impairment (29 
U.S.C. 706(8)(B)). This definition is similar to those contained in the 
ADA and the Technology-Related Assistance for Individuals with 
Disabilities Act (Tech Act).
    The impairments that lead to limitations in activities may be 
related to genetic conditions or to acquired diseases or traumas that 
may occur throughout the lifespan. The extent of disability, and the 
conditions associated with disability, are significant to individuals 
and their families, and to the Nation.
    Prevailing definitions, based in statute and supporting program 
authorities, clearly do not reflect new paradigm concepts of 
disability. Nearly all definitions identify an individual as disabled 
based on a physical or mental impairment that limits the person's 
ability to perform an important activity. Note that the complementary 
possibility--that the individual is limited by a barrier in society or 
the environment--is never considered. This Plan suggests that it is 
useful to regard an individual with a disability as a person with an 
impairment who requires an accommodation or intervention rather than as 
a person limited solely by a condition. This new approach derives from 
the interaction between personal variables and environmental 
conditions. Because accommodations can address person-centered factors 
as well as socio-environmental factors, a ``need for accommodation'' is 
a more adaptable concept for the new paradigm.
    The various definitions of disability that have formed the basis 
for both program eligibility and survey data collection do not have 
explanatory power for research purposes. The field of disability 
research lacks a widely accepted conceptual foundation for the 
measurement of disability as well as consistent definitions for data 
collection. In recent years, however, a number of efforts to develop 
conceptual frameworks to organize information about disability have 
been initiated (see Table 2). Among these efforts are:
    (1) The ICIDH, which was developed in 1980 by the WHO. The ICIDH 
was designed to provide a framework to organize information about the 
consequences of disease. An ongoing revision process is considering 
social, behavioral, and environmental factors to refine the concept of 
``handicap;''

               Table 2.--Concepts in Models of Disability
------------------------------------------------------------------------
            ICIDH                 Nagi/1991 IOM             NCMRR
------------------------------------------------------------------------
Disease--Something abnormal   Active pathology--    Pathophysiology--Int
 within the individual;        Interruption or       erruption or
 etiology gives rise to        interference of       interference with
 change in structure and       normal bodily         normal
 functioning of the body.      processes or          physiological and
                               structures.           developmental
                                                     processes or
                                                     structure.

[[Page 45754]]


Impairment--Any loss or       Impairment--Anatomic  Impairment--Loss or
 abnormality of                al, physiological,    abnormalities of
 psychological,                mental or emotional   cognitive,
 physiological, or             abnormalities or      emotional,
 anatomical structure or       loss.                 physiological, or
 function at the organ level.                        anatomical
                                                     structure or
                                                     function, including
                                                     losses or
                                                     abnormalities, not
                                                     those attributable
                                                     to the initial
                                                     pathophysiology.
Disability--Any restriction   Functional            Functional
 or lack (resulting from an    limitation--Restric   limitation--Restric
 impairment) of ability to     tion or lack of       tion or lack of
 perform an activity in the    ability to perform    ability to perform
 manner or range considered    an action or          an action in the
 normal for a human being.     activity in the       manner or within
                               manner or within      the range
                               the range             consistent with the
                               considered normal     parts of an organ
                               that results from     or organ system.
                               impairment.
Handicap--A disadvantage      Disability--Inabilit  Disability--Inabilit
 resulting from an             y or limitation in    y or limitation in
 impairment or disability      performing socially   performing tasks,
 that limits or prevents       defined activities    activities, and
 fulfillment of a normal       and roles expected    roles to levels
 role depending on age, sex,   of individuals        expected within the
 and sociocultural factors.    within a social and   physical and social
                               physical              context.
                               environment.
                                                    Societal limitation--
                                                     Restrictions
                                                     attributable to
                                                     social policy and
                                                     barriers
                                                     (structural or
                                                     attitudinal) which
                                                     limits fulfillment
                                                     of roles and denies
                                                     access
                                                     opportunities that
                                                     are associated with
                                                     full participation
                                                     in society.
------------------------------------------------------------------------
Note: Information in column 1 is from International Classification of
  Impairments, Disabilities, and Handicaps, by the World Health
  Organization, 1980, Geneva, Switzerland: Author.
Information in column 2 is from Disability Concepts Revisited:
  Implications for Prevention, by S.Z. Nagi, 1991, (p. 7) in Disability
  in America: Toward A National Agenda for Prevention by A.M. Pope and
  A.R. Tarlov (Eds.), 1991, Washington, DC: National Academy Press.
Information in column 3 is from Research Plan for the National Center
  for Medical Rehabilitation Research, (p. 33), by the National
  Institute of Child Health and Human Development (1993) (NIH
  Publication No. 93-3509), Washington, DC: U.S. Government Printing
  Office.

    (2) The ``Nagi model'' (Nagi, 1991), which was presented by the 
Institute of Medicine (IOM) in its 1991 Disability in America report 
(Pope & Tarlov, 1991). The model was revised in the 1997 report 
entitled Enabling America (Brandt & Pope, 1997). The IOM (1997) also 
posits that disability is a function of the interaction of individuals 
with the social and physical environments. The revised Nagi model 
describes the environment as including the natural environment, the 
built environment, culture, the economic system, the political system, 
and psychological factors. The new model includes a state of ``no 
disabling condition.'' The state of disability is not included in this 
model because disability is not viewed as inherent in the person, but 
rather as a function of the interaction of the individual and the 
environment; and
    (3) The schematic adopted by the National Center for Medical 
Rehabilitation research (NCMRR) in its Research Plan (1993, p.33), 
which added the concept of societal limitation.

Continuum of Enablement-Disablement

    The most widely used conceptual frameworks applied to disability 
and rehabilitation research have in common a continuum that progresses 
from some underlying etiology or disease to limitations in physical or 
mental function. These functional limitations, when combined with 
external or environmental conditions, may lead to some deficit in the 
performance of daily activities or expected social roles. In ``Enabling 
America,'' the IOM has urged the adoption of a new conceptual framework 
as a model for the enablement-disablement process (Brandt & Pope, 
1997). This model has the advantage of identifying components of 
person-centered and environment-centered variables. The IOM framework 
identifies four categories of individual factors (person, biology, 
behavior, and resources) and nine categories of external environment 
factors (natural, culture, engineered environments, therapeutic 
modalities, health care delivery system, social institutions, macro-
economy, policy and law, and resources and opportunities).
    NIDRR research focuses on crucial areas of functional loss, 
disability, and socio-environmental aspects of the continuum. In 
keeping with the new paradigm, NIDRR emphasizes the importance of 
explicating the connection between the person and the environment, and 
interface that determines the disabling consequences of impairments and 
conditions. This study of the dynamic interaction among various 
individual and environmental variables requires NIDRR's continued and 
increased attention to shaping the structure, management, and capacity 
for research. methodologies are needed, often in an interdisciplinary 
context, that can illuminate multiple facets of disablement and 
enablement from numerous perspectives.

Limitations in Federal Data Sources

    The various Federal data collection efforts that assess the extent 
and distribution of disability in society are less than ideal for 
measuring the population that meets the NIDRR definition of an 
individual with a disability. These efforts generally can be 
categorized as either program data, which focus on the recipients of 
Federal benefit or service programs, or national surveys that focus on 
perceived limitations in activities caused by health conditions. Both 
program and survey data focus on the ``physical or mental impairment'' 
as the cause of the limitation. This is a reductionist approach that 
discounts social and environmental factors or assumes that these 
factors are subsumed within individual attributes.
    The National Health Interview Survey (NHIS), are the two most 
widely used sources of survey data to describe the population of 
individuals with disabilities. The data from the Disability Supplement 
to the NHIS currently is being analyzed by a number of researchers and 
will yield much-needed information on persons with disabilities. The 
Disability Supplement is the product of a 1994 to 1996 data collection 
effort that was the result of years of cooperative development by 
Federal agencies concerned with disability issues. While the Disability 
Supplement will have enormous value to its users, the Supplement, like 
other data sources, lacks any measures of the environmental factors 
(social or physical) that contribute to disablement, as well as any 
measures of interaction between person and environment.
    Federal data collection efforts, including the Census, the NHIS, 
the

[[Page 45755]]

SIPP, the Current Population Survey (CPS), and many other program-
specific or topical data collections, not only fail to address 
important new concepts of disability, but also are limited in other 
respects. Sampling procedures may result in the exclusion of low-
incidence disabilities and insufficient information about minority 
populations; self-reporting leads to underreporting many conditions; 
and survey formats frequently are inaccessible to persons with 
cognitive, sensory, or language limitations. Many Federal data 
collection efforts, as well as most private ones, do not routinely 
include information about persons with disability in their collection 
and reporting. Improvements in data quality and availability will be a 
key goal of NIDRR in this five-year Plan.
    Particular problems exist in defining and quantifying disability in 
children. Many service programs rely on diagnostic categories for 
eligibility, and even those that have attempted a functional approach 
have had difficulty assessing the effect of context, expectations, 
transactions with adults, chronicity and duration, in determining the 
extent of disability among children.
    The Office of Special Education Programs (OSEP)--administers the 
Individuals with Disabilities Education Act (IDEA), which mandates that 
schools have a full range of services necessary to provide a free and 
appropriate public education for children with disabilities. According 
to OSEP's 1995-1996 IDEA annual report to Congress, 5.6 million 
disabled children (ages 3 to 21) received educational services. 
Approximately, one-half of these children were identified as having 
specific learning disabilities, Other high incidence disabilities 
included speech and language impairments, mental retardation, and 
serious emotional disturbances.
    Because OSEP and other Department of Education offices focus their 
research on activities based in the educational system, including the 
development of curriculum and teaching methods and the training of 
teachers, NIDRR has directed its research on disabled children to 
aspects of life outside that arena. These issues include family-child 
relations; social relationships; community integration; medical 
technologies for replacing, or substituting for, function; 
accommodations; and supports to families. NIDRR research also has a 
role in addressing the critical problems of succeeding in the 
transitions from school to adult life in the community, and in the work 
and adult service systems. In a broader context, it is important to 
note that 5.5 percent of all American families contain one or more 
children with a disability (LaPlante, Carlson, Kaye, & Wenger, 1996). 
Children with disabilities are more likely to be found in low-income 
families and families headed by single mothers.

Prevalence of Disability

    The importance of disability research is underscored by the 
frequency and widespread dispersion of disabilities in the U.S. 
population. The following data about disability were selected because 
of their relevance to NIDRR's specific priorities and to the overall 
objectives of this plan.
    The 1994 NHIS estimated that 15 percent of the noninstitutionalized 
civilian population--some 38 million people--were limited in activity 
due to chronic conditions (Adams & Marano, 1995). The Institute of 
Medicine interpolated the NHIS data to indicate that 38 percent of 
disabilities were associated with mobility limitations, followed by 
chronic disease (32 percent); sensory limitations (8 percent); 
intellectual limitations (7 percent); and all other conditions (15 
percent) (Pope & Tarlov, 1991). The SIPP identified 48.9 million 
persons who reported themselves as limited in performing functional 
activities or in fulfilling a socially defined role or task. Of these, 
24.1 million persons were identified as having a ``severe disability'' 
(Kraus, Stoddard, & Gilmartin, 1996). Both surveys excluded persons in 
nursing homes or institutions, who would be expected to have a high 
rate of disability. Including that population through extrapolation has 
led to the commonly cited figures of 43 to 48 million Americans with 
disabilities.
    Both the NHIS and SIPP focus on limitations in major life 
activities, due to a physical or mental condition, but also provide 
data on persons who are limited in or unable to perform activities of 
daily living (ADLs)--such as eating, bathing, dressing, toileting, or 
transferring--without assistance or devices, or to perform instrumental 
activities of daily living (IADLs)--such as basic home care, shopping, 
meal preparation, telephoning, and managing money. Approximately eight 
million people reported difficulty with ADLs, and approximately four 
million with one or more ADLs needed the assistance of another person 
(McNeil, 1993).
    The range of these estimates--from approximately 4 million people 
who need help simply to sustain their lives to the 40 million who 
report any kind of activity limitation--illustrates the danger in 
discussing the disabled population or its needs as a homogeneous group. 
More refined data are needed to assess the needs for medical and health 
care, vocational rehabilitation and employment assistance, supports for 
living in the community, and assistive technology.

Demographics of Disability: Age, Gender, Race, Education, Income, and 
Geography

    Disability is distributed differently in the population according 
to characteristics of age, gender, race, and ethnicity, and both region 
and size of locality in which a person resides. Educational level is 
inversely correlated with the prevalence of disability. Poverty is a 
key factor both as a contributing cause and a result of disability. 
Table 3 presents NHIS data on sociodemographic correlates of activity 
limitations. This table indicates that disability is very likely linked 
to other social factors and reinforces the need to address disability 
in a broad context.

Emerging Universe of Disability

    NIDRR has begun to focus on an ``emerging universe'' of disability, 
in which either the conditions associated with disability, their 
distribution in the population, or their causes and consequences, are 
substantially different from those in the traditional disability 
population.
    This emerging universe is identified with new disabling conditions; 
new causes for impairments; differential distributions within the 
population; increased frequency of some impairments, including those 
associated with the aging of the population; and different consequences 
of disability, particularly as related to social-environmental factors, 
lifespan issues, and projected demands for services and supports.
    Researchers have identified a ``new morbidity'' (Baumeister, 
Kupstas, & Woodley-Zanthos, 1993) in which the cluster of factors 
associated with poverty--such as poor education, poor medical care, low 
birthweight babies, lack of prenatal care, substance abuse, 
interpersonal violence, isolation, occupational risks, and exposure to 
environmental hazards--have a high correlation with the existence of 
impairments, disabilities, and exacerbated consequences of 
disabilities. For example, the leading cause of mental retardation is 
no longer RH-factor incompatibility, but may be related to any factor 
associated with high-risk births, which are more common among low-
income mothers.

[[Page 45756]]

Interpersonal violence accounts for the rising incidence of certain 
conditions, especially spinal cord injury and traumatic brain injury, 
among inner-city minority populations. These developments have enormous 
implications for research problems to be addressed and future demands 
for various types of services.

     Table 3.--Degree of Activity Limitation Due to Chronic Conditions, by Demographic
Characteristics: 1994
----------------------------------------------------------------------------------------------------------------
                                                                                    Limited in
                                                                     Unable to    amount or kind   Limited, but
         Characteristic            All persons    With activity   carry on major     of major      not in
major
                                 (in thousands)     limitation       activity        activity        activity
                                                                     (percent)       (percent)       (percent)
----------------------------------------------------------------------------------------------------------------
All persons....................         259,634             15               4.6             5.7             4.7
Age:
    Under 18 years.............          70,025              6.7             0.7             4.2             1.8
    18-44 years................         108,178             10.3             3.2             3.9             3.1
    45-64 years................          50,405             22.6             9.2             7.9             5.5
    65-69 years................           9,685             36.7            16.7            11.9             7.3
    70 years and older.........          21,340             38.9             8.1            12.6            19.3
Sex:
    Male.......................         126,494             14.4             4.8             5.3             4.3
    Female.....................         133,139             15.7             4.4             6.1             5.2
Race:
    White......................         214.496             15.1             4.4             5.8             4.9
    African American...........          33,035             16.3             6.3             6.2             3.8
Family Income:
    Under $10,000..............          23,363             28              11.2             9.9             6.9
    $10,000-$19,999............          37,271             21.1             7.3             7.7             6.2
    $20,000-$34,999............          54,171             14.8             4.1             6.0             4.7
    $35,000 or more............         100,302              9.4             1.9             3.9             3.6
Geographic Region:
    Northwest..................          50,610             14.3             4.3             5.6             4.3
    Midwest....................          63,238             14.6             3.9             6.0             4.6
    South......................          88,088             16.1             5.3             6.0             4.8
    West.......................          57,697             14.7             4.6             5.0             5.0
Place of Residence:
    Metropolitan statistical            203,079             14.3             4.4             5.5             4.5
     area (MSA)................
    Central city...............          79,510             15.8             5.4             5.9             4.5
    Not central city...........         123,570             13.4             3.8             5.2             4.5
    Not MSA....................          56,554             17.6             5.4             6.6             5.6
----------------------------------------------------------------------------------------------------------------
Note: From Tables 67-68 in Current Estimates from the National Health Interview Survey, 1994,
Series 10, No.
  193, by P.F. Adams and M.A. Marano, Hyattsville, MD: National Center for Health Statistics.

    New illnesses or conditions have emerged in recent years; some, but 
by no means all, are poverty-related. AIDS, Attention Deficit 
Hyperactivity Disorder (ADHD), violence-induced neurological damage, 
repetitive motion syndrome, chronic fatigue syndromes, childhood 
asthma, drug addiction, and environmental illnesses are all either 
relatively new conditions or ones of increasing prevalence and severity 
in society. Additionally, the aging of the population, given the higher 
rates of many disabilities among older persons, is another demographic 
factor that will influence issues to be addressed by applied research. 
Many emergent disabilities, including those attributed to violence, 
abuse, and poverty, have a higher incidence among women and are 
particularly likely to reflect women with already existing 
disabilities.
    As new causes of disabilities emerge, the new paradigm of 
disability clearly provides a progressive approach to successful 
addressing environmental and social barriers for people with 
disabilities. These new issues have implications not only for 
disability research and services, but also for public health and 
prevention activities.

Disability, Employment, and Independent Living

    Because of NIDRR's statutory concern with improving employment 
outcomes for persons with disabilities, it is valuable to present a 
brief overview of the employment status of persons with disabilities.
    LaPlante & Carlson (1996) report that 19 million Americans with an 
impairment or health problem (ages 18-69) were unable to work or 
limited in the amount or type of work they could perform. According to 
the CPS, about 10 percent of the population between 16 and 64 had work 
limitations (different age ranges reflect changing concepts of 
``working age'') (LaPlante, Kennedy, Kay, & Wenzer, 1996). Back 
disorders, heart disease, and arthritis were frequently reported as 
major causes of work disability (LaPlante & Carlson, 1996). However, 
mental illnesses is one of the most work-disabling conditions; data 
showed that among adults with serious mental illness (an estimated 3.3 
million persons), 29 percent were reported to be unable to work and 18 
percent were limited in their ability to work because of their mental 
disorder (Barker, Manderscheid, Hendershot, Jack, Schoenborn, & 
Goldstrom, 1992).
    While the presence of any disability reduces the likelihood of 
employment, the effect is closely tied to the severity of the 
disability. The SIPP estimates that among persons 21 to 64 years old, 
the employment rate was 81 percent for persons with no disability, 67 
percent for persons with a disability that was not severe, and 23 
percent for persons with a severe disability (McNeil, 1993). Only 21 
percent of persons needing personal assistance with ADLs or IADLs were 
employed (U.S. Bureau of the Census, 1998). The unemployment rate for 
persons with disabilities, which counts only those persons in the labor 
force, was 12.6 percent, more than twice the unemployment rate of 
nondisabled Americans (Stoddard, Jans, Ripple, & Kraus, 1998).

[[Page 45757]]

    Disabled persons who work full time typically earn less than 
nondisabled workers with the earnings gap widening with age and 
severity of disability. Persons with disabilities who do not work may 
qualify for income support payments under Social Security Disability 
Insurance (SSDI) (if they have a work history) or Supplementary 
Security Income (SSI). As of January 1996, 5 million persons received 
SSDI benefits, including 4.2 million disabled workers, 686,300 disabled 
adult children, and 173,800 disabled widows and widowers (Social 
Security Administration, 1996). A 1993 report cited mental disorders as 
the most frequent cause of disability (35 percent), followed by 
musculoskeletal, circulatory, and nervous system disorders (Social 
Security Administration, 1993).
    At the end of 1993, about 3.8 million persons under age 65 received 
SSI benefits due to disability and poverty (Kochhar & Scott, 1995). 
More than one-half of these persons had either mental retardation or 
mental illness. The Social Security Administration (SSA) has noted a 
sharp increase in the number of disabled SSI recipients, an increasing 
proportion with mental illness, and a growing number who enter the 
rolls as children and remain for long periods (Kochhar & Scott, 1995).
    Many of these increases in both SSDI and SSI programs can be 
attributed to program changes (such as different eligibility 
requirements and outreach), to a shifting from other income support 
categories, to changes in stability of employment and private health 
insurance, and to the bundling of health insurance coverage with income 
supports. Eligibility for public health insurance is generally tied to 
the receipt of income transfer payments from a public income support 
program.
    Data elements about residential status, family composition, and 
need for personal assistance services illuminate some of the 
characteristics of the disabled population. Of the estimated 48.9 
million persons with disabilities from the SIPP data, 32.5 million own 
their own homes and 16.4 million rent (McNeil, 1993). An estimated 9.8 
million live alone and over 27 million persons with disabilities are 
married. An estimated 8.3 million individuals with disabilities live in 
a household with their spouse and children under 18 years of age, while 
an estimated 1.9 million are single parents with disabilities.
    An estimated 20.3 million families, or 29.2 percent of all 69.6 
million families in the United States have at least one member with a 
disability (as measured by having an activity limitation). This rate 
for families is much higher than the rate of individuals having a 
disability. Further, there appears to be a clustering of people with 
disabilities in families and households, with a much higher than 
expected likelihood of both adult partners having disabilities and a 
greater than average chance that children with disabilities will live 
with one or more parents with disabilities. Families headed by adults 
with disabilities are more likely to live in poverty or to be dependent 
on public income support programs.

Conclusion

    This chapter of the Plan highlighted some important disability 
statistics that illustrate the scope of disability in the United 
States. Throughout the Plan, significant data also are interspersed 
about the use of assistive technology, access to health care, labor 
force participation, and community living. In addition, Chapter Seven 
addresses the need for future research in disability data collection.
    Overall, current data on disabilities provide both a picture for 
concern and a cause for optimism. People with disabilities tend to have 
lower than average educational levels, low income levels, and high 
unemployment rates, especially for people with severe disabilities. 
Moreover, the relationship between disability and poverty tends to be 
bi-directional, with the conditions of poverty creating a high risk for 
disability and disability itself leading to poverty. At the same time, 
it is clear that more individuals with disabilities are completing high 
school and college, an education is closely correlated with employment 
and independence. Increasingly, individuals with disabilities are 
living in the community, marrying, and raising families. These 
individuals may receive increased attention from businesses as they 
constitute a market for accessible housing and adaptive devices, 
recreation, adult education, accommodated travel, health care, and 
other services.
    Potential providers of goods and services in the marketplace--
whether purveyors of travel and recreation, assistive devices, 
clothing, or any other commodities--want estimates of the size and 
characteristics of the potential market for their products. It is 
becoming increasingly important to provide these market estimates and 
to package data to meet the needs of manufacturers and distributors.
    It is also true that, while the presence of a disability may 
present significant challenges to individuals and families, society 
demonstrates a growing capacity to assist persons with disabilities to 
meet their needs for equity and access through new discoveries in 
research, improved service methods, and informed policy decisions.

Section Two: NIDRR Research Agenda

Chapter 3: Employment Outcomes

    ``With the ADA, we began a transformation of the proverbial ladder 
of success for some Americans into a ramp of opportunity for all 
Americans. Yet, * * * (so many) Americans with severe disabilities are 
still unemployed, * * * (making it) clear we still have many steps to 
take before people with disabilities have full access to the American 
dream'' (Tony Coelho, Chairman, President's Committee on Employment of 
People with Disabilities) 1999.

Overview

    Unemployment and under-employment among working-age Americans with 
disabilities are ongoing, and seemingly intractable, problems. Data 
from the Census Bureau on the labor force status of persons ages 16 to 
64 in fiscal year 1996 highlight the magnitude of this problem. While 
four-fifths of working-age Americans are in the labor force and more 
than three-fourths are working full time, less than one-third of 
persons with disabilities are in the labor force, and fewer than one-
quarter are working full time. Fully two-thirds of working-age persons 
with disabilities are not in the labor force; other research suggests 
that a substantial portion of this staggering figure can be attributed 
to disincentive inherent in social and health insurance policies, to 
discouragement, and to lack of physical access to jobs. Finally, among 
those in the labor force, the unemployment rate for disabled persons is 
more than double that of persons without disabilities (12.6 percent 
versus 5.7 percent).
    While the comparative rates of labor force participation and full-
time employment are two indicators of the workforce status of 
individuals with disabilities, a comparison of earnings is even more 
striking. In Figure 1, SIPP data illustrate the discrepancies in 
earnings for disabled and nondisabled workers.
    Even when persons with disabilities are employed full-time, their 
earnings are substantially lower than those of persons without 
disability. Severity of disability is also correlated inversely with 
the level of earnings. Disparities in employment rates and earnings are 
even greater for disabled individuals from minority backgrounds and 
those with

[[Page 45758]]

the most significant disabilities (Stoddard, Jans, Ripple, & Kraus, 
1998).

Economy and Labor Force Issues

    Several emerging characteristics of the nation's labor market 
exacerbate the difficulties experienced by persons with disabilities in 
their attempts to gain employment and even in their motivation to seek 
employment. Downsizing, for example, has lead to a reduction in the 
percentage of the labor force with stable, long-term, benefits-carrying 
jobs; much of business and industry is moving to other configurations 
that fill their labor needs without requiring a long-term commitment on 
the part of the employer. The ``contingent'' workforce takes many 
forms, including on-call workers and those in temporary help agencies, 
workers provided by contract firms, and independent contractors paid 
wages or salaries directly from the company. Many of these jobs lack 
security and benefits, particularly health insurance, that most persons 
with disabilities require for participation in the labor force.

BILLING CODE 4000-01-M

[[Page 45759]]

[GRAPHIC] [TIFF OMITTED] TN20AU99.000



BILLING CODE 4000-01-C

[[Page 45760]]

    In addition, while many business spokespersons and educators point 
to the need for highly educated, highly skilled workers if the nation 
is to succeed in the increasingly competitive global economy, the 
reality is more complex. On the one hand, availability jobs requiring 
specialized skills combined with rapid advances in technology may 
improve the employment prospects of persons with disabilities as well 
as other workers, through such work arrangements as telecommuting, and 
an expanding market for self-employment or small businesses. On the 
other hand, the labor market appears to be moving toward increasing 
bifurcation, with top-tier technocracy jobs for persons with 
sophisticated work skills, and lower-tiered unskilled service and 
maintenance jobs for the less prepared.
    Assisting individuals with significant disabilities in moving from 
dependency on public benefits or family support, or from episodic, 
poor-paying jobs, into stable jobs that will allow them to become self-
supporting, is a complex challenge. This challenge involves a number of 
economic sectors, and service and support systems, and must include an 
examination of social policies. Providing appropriate assistance 
requires an extensive knowledge base encompassing economic trends, 
education and job training strategies, job development and placement 
techniques, workplace supports and accommodations, and empirical 
knowledge of the impact of social and health insurance policies on job-
seeking behaviors.

State-Federal Vocational Rehabilitation Program

    For the past 75 years, the primary source of publicly funded 
employment-related services to improve the employment status of 
disabled persons, especially those with significant disabilities, has 
been the State-Federal Vocational Rehabilitation (VR) service program, 
currently authorized under the Rehabilitation Act of 1973, as amended, 
most recently in 1998. Funded at $2.2 billion in Fiscal Year 1998 in 
Federal funds and a 22 percent State match for a total of about $2.7 
billion annually, the program is implemented primarily as a case 
management system at the State and local levels. The rehabilitation 
counselors negotiate, on behalf of and in consultation with the 
consumer, the purchase of a package of services, such as medical 
interventions, and supports (e.g., assistive technology and licensure) 
that will facilitate achievement of employment outcomes.
    As noted by OSERS Assistant Secretary Judith Heumann in recent 
testimony to Congress, ``As a group, persons who achieve an employment 
outcome as a result of vocational rehabilitation services each year 
show notable gains in their economic status,'' (Barriers Preventing 
Social Security Recipients from Returning to Work, 1997). The 
percentage of persons with disabilities reporting their income as their 
primary source of support increased from 18 percent, at the time of 
application to the VR program, to 82 percent at the time of exit from 
the program (Barriers Preventing Social Security Recipients from 
Returning to Work, 1997). The percentage with earned income of any kind 
increased from 22 percent at entry to 92 percent at exit. The 
percentage working at or above minimum wage rose from 15 to 80 percent.
    Nevertheless, Federal policymakers, consumers, advocates, and 
rehabilitation professionals remain concerned that persons with 
disabilities often are excluded from full participation in the Nation's 
labor force. In the past several years, for example, SSA has 
experienced a very large increase in the number of persons qualifying 
for SSI and SSDI, and the public costs of these cash benefits are 
substantially increased by the addition of public support for 
associated Medicare/Medicaid programs, Further, neither SSA nor the VR 
system has experienced notable success in returning beneficiaries to 
the labor force. The VR system, while accepting SSI/SSDI beneficiaries 
for services at a proportionally higher rate than nonbeneficiaries, 
typically has less success with this group, that is, relatively fewer 
SSI/SSDI beneficiaries than nonbeneficiaries achieve an employment 
outcome as a result of VR services.
    One of the major changes in the employment sector over the past 
three decades is the diversification of the laborforce. Workers with 
disabilities are among the previously underrepresented groups entering 
the labor market in increasing numbers with raised expectations and 
legal protections for equal opportunity in employment. Even within the 
disability community, there is great diversity in the subgroups who 
have obtained or desire employment. It is very important that future 
research and service programs demonstrate, in their design and 
implementation, appropriate sensitivity to and adequate representation 
of the range of cultural and disability subgroups. This issue should be 
examined not merely as a response to the current consciousness about 
multiculturalism but because the basic, implicit foundations of 
vocational rehabilitation counseling were developed for a clientele 
that, in terms of demographic characteristics, work-related experience, 
and service needs, was quite different from today's rehabilitation 
customers. Specifically, vocational rehabilitation techniques were 
originally imported from the earlier established disciplines of 
secondary vocational education and college counseling psychology. 
Recipients of services from these disciplines tended to have mainstream 
acculturation and tolerance for the competitive standards, verbal 
testing, and guidance common in academic environments. Given the 
cognitively compromised or socially disadvantaged status of many of 
today's clients, additional scrutiny of the appropriateness and 
adequacy of the strategies and tools for vocational rehabilitation 
assessment, counseling, and training is imperative. Rehabilitation 
counselors need new marketing strategies to reach out to prospective 
employers to develop job opportunities for this diverse population of 
persons with disabilities.

Community-Based Employment Services

    NIDRR's research agenda concerning employment addresses, but is not 
limited to, the State-Federal VR program administered by NIDRR's sister 
agency, the Rehabilitation Services Administration (RSA). While the VR 
program plays an important role, there is wide range of other Federal, 
State, and local funding sources for, and providers of, employment 
programs. These include approximately 7,000 community-based 
rehabilitation programs (CRPs), which serve about 800,000 persons 
daily, and are funded by VR and/or such diverse sources as the Job 
Training Partnership Act (JTPA), Worker's Compensation, or private 
insurance. Legislation such as the Workforce Investment Act and the 
Workforce Consolidation Act further diversifies the sources of support.
    The role of community rehabilitation programs in the overall 
service delivery system may be enhanced even further if Federal 
employment programs devolve to States and communities and if the intent 
to increase consumer choice in the selection of service providers 
becomes more widely implemented. To respond to these developments, 
community rehabilitation programs must be prepared to offer a full 
range of vocational services to an increasingly heterogenerous consumer 
population. Moreover, as return-to-work programs that base provider 
payments on

[[Page 45761]]

successful consumer outcomes are implemented, new relationships between 
service providers and funding sources may emerge over the next few 
years. These new relationships will require that community 
rehabilitation programs adapt their current structure and operations in 
significant ways.
    A number of questions about how these changes may potentially 
influence and impact the service delivery of community rehabilitation 
programs are yet unanswered. For instance, the efficacy of different 
models designed to maximize competitive employment outcomes for persons 
with significant disabilities or with specific types of disabilities is 
unknown. In addition, the impact of consumer choice on service delivery 
models is unknown. Finally, whether new funding mechanisms will promote 
increased competition and innovation in service delivery by community 
rehabilitation programs is a major question. Gaining knowledge in these 
important areas will allow validation of the assumptions upon which 
pending reforms are predicated, and the shaping of the future direction 
of initiatives to increase the numbers of persons with significant 
disabilities who obtain and retain meaningful employment.

Employer Roles and Workplace Supports

    Employers play a key role in deciding employment outcomes for 
disabled persons through establishment of policies for recruitment, 
screening, hiring, training, promoting, accommodating, and retaining 
disabled individuals in the workforce. The provisions of Title I of the 
ADA prohibit discrimination against qualified job applicants with 
disabilities. Applicants are considered qualified if they can perform 
the essential functions of a job with or without reasonable 
accommodations. This statute creates duties for employers by requiring 
them to make the employment process accessible, provide reasonable 
accommodations, and focus on essential functions of jobs. These 
employer responsibilities cover all aspects of the pre-employment and 
post-employment phases. Through the requirements of Workers' 
Compensation laws, bargaining unit agreements, and insurance 
provisions, employers have additional obligations to employees who 
become disabled.
    Strategies to assist employers in meeting workplace obligations 
include disability management and workplace supports. Disability 
management is a term used to describe an array of support mechanisms 
and benefits that employers use to maintain employment for disabled 
workers. Workplace supports are programs or interventions provided in 
the workplace to enable persons with disabilities to be successful in 
securing and maintaining employment. Technology can play a major role 
in making workplaces accessible and in enabling individuals with 
disabilities to complete work tasks by adapting tools and processes. 
Ergonomics, universal design, and assistive technology devices are all 
strategies to enhance workplace performance. Typical supports include 
accommodations such as job restructuring, worksite adaptations, and 
improved accessibility. Supported employment is a specific approach to 
improve employment outcomes for some persons with disabilities, usually 
involving a job coach employed by a rehabilitation service provider to 
provide on-the-job assistance.

Transition From School to Work

    NIDRR, along with RSA, OSEP, and the Department of Education as a 
whole, has a particular interest in the process by which disabled 
students transition into a world of productive work, as opposed to 
settling into a lifetime of dependency. This is a critical concern 
because the transition period presents a distinct opportunity to help 
students embark on a career, thus enhancing their community 
integration, independence, and quality of life. The transition into 
work occurs at many points: prevocational experiences, on-the-job 
training, secondary vocational education or other secondary education 
programs, and postsecondary education at technical institutions, 
community colleges, or universities. These various transition points 
present opportunities for research on strategies for success in 
transferring from a learning environment to a work environment.
    Research is ongoing regarding issues of postsecondary education for 
persons with disabilities. This research shows that youth with 
disabilities face tremendous difficulties in accessing postsecondary 
education and making the transition from school to work. Most of the 
Nation's institutions of higher education offer support services to 
students with disabilities; however, this is less certain for other 
types of postsecondary schools. When offered, services vary widely and 
may include customized academic accommodation, adaptive equipment, case 
management and coordination, advocacy, and counseling. A number of 
issues have been raised in relation to delivery of these services. 
Among these are issues of disclosure, accessibility of a range of 
services, and extent and type of transition services needed to move 
from school to work.

Directions of Future Employment-Related Research

    Given the magnitude of changes in the nature and structure of the 
world of work and possible changes in the characteristics of the 
disabled population, NIDRR's employment-related research agenda for the 
next five years must extend beyond prior research efforts to discover 
mechanisms that will make the labor market more amenable to full 
employment for persons with disabilities. That research agenda must 
incorporate economic research, service delivery research, and policy 
research, and most importantly, must relate to the context in which 
employment outcomes are determined. Among the key policy issues that 
will affect the evolution of this agenda are SSA reform; restructured 
funding and payment mechanisms, including the use of vouchers; the 
impact of workforce consolidation; radical restructuring of employment 
training services at State and local levels; employment-related needs 
of unserved and underserved groups; linkage of health insurance 
benefits to either jobs or benefit programs; and transition from school 
to work among youth with disabilities.
    An important focus for research will be changes in the environment 
(e.g., in the workplace, information technology, and telecommunications 
and transportation systems) that will make work more accessible, along 
with strategies for assisting individuals to achieve both the skill 
levels and the flexibility required for full labor force participation 
in the 21st century. Finally, as a departure from NIDRR's historical 
emphasis on the service system and the quality of services, the agenda 
calls for examination of economic issues (including benefits and costs 
of various incentive plans) associated with employment of persons with 
disabilities, labor force projections and analyses, and an increased 
understanding of employer roles, perspectives, and motivational 
systems.
    The purpose of NIDRR's research in the area of employment is to:
    (1) Assess the impact of economic policy and labor market trends on 
the employment outcomes of persons with disabilities;
    (2) Improve the effectiveness of community-based employment service 
programs;
    (3) Improve the effectiveness of State employment service systems;
    (4) Evaluate the contribution of employer practices and workplace

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supports to the employment outcomes of persons with disabilities; and
    (5) Improve school-to-work transition outcomes.

Research Priorities for Employment Economic Policy and Labor Market 
Trends

    As noted earlier in this chapter, NIDRR recognizes that the impact 
of macroeconomics trends on employment of persons with disabilities, 
and public policy responses to these trends is a large and complex 
topic, one that will require increased policy research attention in the 
next 5 to 10 years. A coordinated research effort must examine such 
labor market demand issues as the changing structure of the workforce, 
skill requirements, and recruitment channels, in addition to issues on 
the supply side such as job preparation and skills, competencies, 
demographics, and incentives and disincentives to work. Specific 
research priorities include:
    (1) Analysis of the implications for employment outcomes of cross-
agency and multiagency developments and initiatives, including welfare 
reform, workforce consolidation, SSA reform, Medicare/Medicaid changes, 
The Department of Education-Department of Labor school-to-work program, 
and Executive Order No. 13078 (1998);
    (2) Analysis of the dissonance between the ADA concept of 
``essential elements'' of a job and the new employer emphasis on core 
competencies, flexibility, and work teams and the impact on job 
acquisition and retention; and
    (3) Analysis of the impact of labor market changes on employment of 
persons with disabilities, including alternative employment 
arrangements such as small business entrepreneurship, self-employment, 
telecommuting, part-time work, and contractual work.
Community-Based Employment Service Programs
    Proposed restructuring of the financing of employment-related 
services for individuals with disabilities posits a major role for new 
or different service delivery arrangements. The capacity of the 
existing provider system, represented in part by the 7,000 community-
based rehabilitation programs (CRPs) in the nation, to assume this role 
requires thorough investigation. Specific research priorities include:
    (1) Evaluation of provisions for accountability and control and 
protections for difficult-to-serve individuals; analysis of the cost 
and benefit of services, and measurement of the quality of employment 
outcomes for consumers with disabilities;
    (2) Analysis of the extent to which services that CRPs deliver to 
VR consumers (about one-third of services received by VR consumers come 
from CRPs) differ in quality, quantity, costs, or outcomes from those 
provided to consumers of other financing systems (e.g., Workers' 
Compensation or private insurance); and
    (3) Evaluation of the potential of this community-based employment 
system to assume greater responsibility for service delivery under 
block grants, in consolidation into umbrella agencies, and in ``one-
stop shop'' service configurations.
State Service Systems
    Amendments to the Rehabilitation Act in 1992 and 1998 called for a 
number of management and service delivery changes in the State-Federal 
VR program. These include expanded consumer choice regarding vocational 
goals, services, and service providers; implementation of performance 
standards and indicators to ensure accountability and improvement in 
the system; a greater role for consumer direction through the vehicle 
of State Rehabilitation Advisory Councils; and changes in the 
eligibility determination process that include presumptive eligibility 
and order of selection procedures, among others. Order of selection 
requires that individuals with the most significant disabilities 
receive priority for services, significantly altering the 
characteristics of VR clientele. Specific research priorities include:
    (1) Analysis of the impact of management and service delivery 
changes in the State-Federal VR program on the quality and outcomes of 
VR services;
    (2) Evaluation of the impact of professionalization of the 
rehabilitation counselor workforce;
    (3) Assessment of the efficacy of various methods of case 
management;
    (4) Development and evaluation of outcome measures for VR consumers 
under one-stop configurations;
    (5) Identification and evaluation of marketing strategies to assist 
VR counselors in helping persons with disabilities obtain jobs in a 
variety of employer settings;
    (6) Assessment of interagency coordination in delivery of services 
to multiagency consumers;
    (7) Assessment of the outcomes of small business entrepreneurship 
and self-employment as strategies to improve outcomes for vocational 
rehabilitation clients; and
    (8) Assessment of the applicability of traditional VR approaches 
for minority and new universe populations.
Employer and Workplace Issues
    One area that has received insufficient attention in past research 
is the workplace, including both the physical environment (as 
represented by job site accommodations, technological aids, and the 
like) and the ``social environment'' comprising roles of co-workers, 
supervisors, and employers. Specific research priorities include:
    (1) Investigation of employer hiring and promotion practices;
    (2) Evaluation of models of collaboration between rehabilitation 
professionals and employers;
    (3) Development and evaluation of cost-effective strategies for 
improving the receptivity of the workplace environment to workers with 
disabilities;
    (4) Development and evaluation of strategies for encouraging 
employers to hire disabled workers (e.g., tax credits, arrangements 
regarding partial support for medical benefits);
    (5) Evaluation of the impact of new structures of work, including 
telecommuting, flexible hours, and self-employment on employment 
outcomes;
    (6) Identification and evaluation of disability management 
practices by which employers can assist workers who acquire, or 
aggravate disabilities to remain employed, transfer employment, or 
remain in the workforce and out of public benefit programs; and
    (7) Analysis of the role and potential of the ADA in increasing job 
opportunities.
School-to-Work Transition
    Moving into employment from educational institutionals is one of 
the most important transitions that people make during their lifetimes. 
The academic levels at which transitions to the labor market occur 
include secondary school, secondary school completion, and completion 
of some level of post-secondary education. In recent years, the U.S. 
Departments of Education and Labor have collaborated to support the 
development of state and local systems whose broad mission is to 
prepare youth for success in the global marketplace. Specific research 
priorities include:
    (1) Determination of the impact of these state and local 
educational system initiatives on work opportunities for the Nation's 
youth with disabilities;
    (2) Evaluation of the extent to which school reform initiatives, 
such as

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academic-vocational integration, Tech Prep, career academies, work-
based learning, and