[Federal Register: October 26, 1998 (Volume 63, Number 206)]
[Notices]               
[Page 57189-57219]
From the Federal Register Online via GPO Access [wais.access.gpo.gov]
[DOCID:fr26oc98-118]


[[Page 57189]]

_______________________________________________________________________

Part III

Department of Education
_______________________________________________________________________
National Institute on Disability and Rehabilitation Research; Notice of
Proposed Long-Range Plan for Fiscal Years 1999-2004; Notice


[[Page 57190]]


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DEPARTMENT OF EDUCATION

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

SUMMARY: The Secretary proposes a Long-Range Plan (LRP) 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: Comments must be received on or before November 25, 1998.

ADDRESSES: All comments concerning this proposed LRP should be 
addressed to Donna Nangle, U.S. Department of Education, 600 Maryland 
Avenue, S.W., room 3418, Switzer Building, Washington, D.C. 20202-2645. 
Comments may also be sent through the Internet: comments@ed.gov. You 
must include the term ``Long-Range Plan'' in the subject line of your 
electronic message.

FOR FURTHER INFORMATION CONTACT: Donna Nangle. Telephone: (202) 205-
5880. Individuals who use a telecommunications device for the deaf 
(TDD) may call the TDD number at (202) 205-2742. 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.
    Invitation to Comment: Interested persons are invited to submit 
comments and recommendations regarding these proposed priorities. All 
comments submitted in response to this notice will be available for 
public inspection, during and after the comment period, in Room 3424, 
Switzer Building, 330 C Street S.W., Washington, D.C., between the 
hours of 9:00 a.m. and 4:30 p.m., Monday through Friday of each week 
except Federal holidays.

SUPPLEMENTARY INFORMATION: This proposed LRP presents a five-year 
agenda anchored in consumer goals and scientific initiatives. The 
proposed LRP 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.
    This proposed LRP 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.
    The authority for the Secretary to establish a LRP is contained in 
sections 202(h) of the Rehabilitation Act of 1973, as amended (29 
U.S.C. 762(h).

Electronic Access to This Document

    Anyone may view this document, as well as all other Department of 
Education documents published in the Federal Register, in text or 
portable document format (pdf) on the World Wide Web at either of the 
following sites:

http://ocfo.ed.gov/fedreg.htm
http://www.ed.gov/news.html

    To use the pdf you must have the Adobe Acrobat Reader Program with 
Search, which is available free at either of the preceding sites. If 
you have questions about using the pdf, call the U.S. Government 
Printing Office at (202) 512-1530 or, toll free at 1-888-293-6498.
    Anyone may also view these documents in text copy only on an 
electronic bulletin board of the Department. Telephone: (202) 219-1511 
or, toll free, 1-800-222-4922. The documents are located under Option 
G--Files/Announcements, Bulletins and Press Releases.

    Note: The official version of this document is the document 
published in the Federal Register.

    Applicable Program Regulations: 34 CFR Parts 350 and 353.

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

    Dated: October 19, 1998.
Judith E. Heumann,
Assistant Secretary for Special Education and Rehabilitative Services.

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 and 
Training

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

[[Page 57191]]

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 founding 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), 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 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 Long-Range 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 Long-Range 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 (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 with 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

[[Page 57192]]

sclerosis, and other immobilizing conditions. Decubitus ulcers are 
destructive and costly to treat, resulting in lost work days, 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 
development of new materials for 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, wheelchair 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.
    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 now 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 practitioners'' (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 consensus 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.

[[Page 57193]]



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

    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.3
---------------------------------------------------------------------------

    \3\ The ICIDH is a manual issued by the World Health 
Organization (WHO) in 1980 as a tool for the classification of the 
consequences of disease, injury, and disorder, and for analysis of 
health-related issues.
---------------------------------------------------------------------------

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

[[Page 57194]]

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 
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. 705(20)(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 who 
requires an accommodation or intervention rather than as a person with 
a condition or impairment. 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).

[[Page 57195]]



               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.
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.

    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;''
    (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, an 
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) and the Survey of 
Income and Program Participation (SIPP), are the two most widely used 
sources of survey data to describe the population of

[[Page 57196]]

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 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 nearly 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.

[[Page 57197]]



     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
     area (MSA).................         203,079            14.3             4.4             5.5             4.5
        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.

    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. 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.
    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 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.
    As new causes of disabilities emerge, the new paradigm of 
disability clearly provides a progressive approach to successfully 
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 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 illness 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 or 
limited (18 percent) in their ability to work

[[Page 57198]]

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).
    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 Supplemental 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 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 educations, and 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.
    It is also true that, while the presence of a disability may have 
deleterious effects on individuals and families, society increasingly 
is able to assist persons with disabilities in their need 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, Keynote Address ``Employment Post the 
Americans with Disabilities Act,'' National Press Club, Washington, DC, 
November 17, 1997).
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 disincentives 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). Disparities in employment rates and earnings are 
even greater for disabled individuals from minority

[[Page 57199]]

backgrounds and those with 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 led 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.
    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 of 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-tier 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

[[Page 57200]]

program plays an important role, there is a 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 heterogeneous consumer 
population. Moreover, as return-to-work programs that base provider 
payments on 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. Some workplace supports may be 
provided through formal mechanisms established by vocational 
rehabilitation programs, such as supported employment, in which a job 
coach who works with the employee provides on-site assistance. Other 
supports include accommodations such as job restructuring, worksite 
adaptations, and improved accessibility.
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

[[Page 57201]]

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 
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 macroeconomic 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.
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; and
    (7) 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 institutions 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

[[Page 57202]]

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 academic-vocational integration, Tech Prep, career academies, 
work-based learning, and rigorous preparation in terms of critical 
thinking and communication skills, are accessible to and effective with 
youth who have disabilities;
    (3) Identification of systemic and environmental barriers to full 
labor force participation;
    (4) Assessment of whether innovations in school-to-work practices 
are accessible to youth with disabilities, and determination of the 
impact of these practices on employment outcomes; and
    (5) Assessment of the efficacy of employment and transition 
services for youth from diverse backgrounds and new disability groups.
    Future employment research will provide information to develop new 
VR approaches for helping disabled individuals become competitive in 
the changing, global labor market. These new methods will focus on 
provision of culturally relevant services for clients, attainment of 
competitive job skills by clients, and the application of accommodation 
in the workplace.

Chapter 4: Health and Function

    ``To be healthy does not mean to be free of disease; it means that 
you can function, do what you want to do, and become what you want to 
become'' (Rene Jules Dubos, 1901-1982).
Overview
    Maximizing health and function is critical to maintaining 
independence for persons with disabilities. Health care for persons 
with disabilities encompasses access to care for routine health 
problems, participation in health promotion and wellness activities, 
and access to appropriate specialty care, including medical 
rehabilitation. Medical rehabilitation is the systematic application of 
modalities, therapies, and techniques to restore, improve, or replace 
impaired human functioning. It also encompasses biomedical engineering, 
that is, the use of engineering principles and techniques and 
biological knowledge to advance the functional ability of persons with 
disabilities.
    Health care and medical rehabilitation services operate largely 
within the constraints imposed by market forces and government 
regulations. In recent years, significant changes have occurred in 
health care delivery and reimbursement. Various forms of managed care 
have become the predominant mode of organizing and delivering health 
care in much of the private sector. Medicaid and Medicare also have 
adopted managed care strategies for providing health care to many 
recipients. In theory, managed care uses case coordination to contain 
costs by limiting access to ``unnecessary'' health care, particularly 
specialty services and hospitalization. Individuals with disabilities 
have expressed concern that managed care approaches may limit their 
access to medical rehabilitation specialists, goods, and services. In 
addition to a market-driven shift to managed care, other related 
changes have occurred, including shortened length of stays in inpatient 
rehabilitation facilities and the development of subacute 
rehabilitation providers. Considerable consolidation also has occurred 
within the medical rehabilitation industry and has further affected the 
availability and delivery of services. There also has been a new 
emphasis on developing performance measures that incorporate concepts 
of quality, functional outcomes, and consumer satisfaction. These 
measures are being used to guide purchasing and accrediting decisions 
within the health care system.
    During the next five years, NIDRR plans to fund research in a 
number of broad areas that link health status and functional outcomes 
to health care and medical rehabilitation. In addition, NIDRR will 
support research to continue development of new treatments and delivery 
mechanisms to meet the rehabilitation, functional restoration, and 
health maintenance needs of individuals with disabilities. This 
research will occur at the individual and the delivery system levels. 
In this section, the discussion of general health care and medical 
rehabilitation will address issues at both levels.
Health Care
    The goal of health care for individuals with disabilities is 
attaining and maintaining health and decreasing rates of occurrence of 
secondary conditions of disability. Individuals with disabilities use 
more health care services, accumulate more hospital days, and incur 
higher per capita medical expenditures than do nondisabled persons. 
Persons with no activity limitations reported approximately four 
physician contacts per year; this figure was doubled for those who had 
some activity limitation, was five times as high for those unable to 
perform major life activities, and was seven times as great for those 
needing help with instrumental activities of daily living (IADLs) 
(LaPlante, 1993). Understanding the relationship between disability and 
health has implications for the public health agenda and the 
application of primary disease prevention strategies to the health of 
persons with disabilities.
    In the past, the health needs of persons with disabilities often 
have been conflated with medical rehabilitation needs. The recognition 
that persons with disabilities require routine health care or access to 
health maintenance and wellness services is relatively new. How best to 
meet these needs requires substantial new research. At the individual 
level, persons with disabilities need providers and interventions that 
focus on their overall health, taking disability and environmental 
factors into consideration. Concern about the health of the whole 
person is the focus at this level, in recognition that an individual is 
more than a disability and deserves access to the health services 
generally available to the nondisabled population. At the system level, 
study of the organization and financing of health services must include 
analysis of impacts on persons with disabilities. Ameliorating the 
primary condition, preventing secondary conditions and co-morbidities, 
maximizing independence and community integration, and examining the 
impact of physical barriers and societal attitudes on access to health 
and medical rehabilitation services are critical issues at each level 
of focus.
Health Care at the Individual Level
    Although persons with disabilities have higher health care 
utilization rates than the general population, having a disability does 
not mean that a person is ill. People with disabilities increasingly 
are demanding information about and access to programs and services 
aimed at promoting their overall health, including access to routine 
health care, preventive care, and wellness activities. This includes 
primary care and, for women, access to gynecological care. For 
children, this means access to appropriate pediatric care. In clinical 
settings, these demands require development of disability-sensitive 
protocols for proper nutrition, exercise, health screening, and

[[Page 57203]]

treatment of nondisability-related illnesses and conditions. NIDRR is 
committed to supporting research to improve the overall health of 
persons with disabilities.

Health Care at the Systems Level

    Persons with disabilities must have access to, and satisfaction 
with, an integrated continuum of health care services, including 
primary care and health maintenance services, specialty care, medical 
rehabilitation, long-term care, and health promotion programs. Models 
for organizing, delivering, and financing these services must 
accommodate an overall health care system that is undergoing tremendous 
change. Issues of gatekeeper roles, carve-outs, risk-adjusted rate-
setting, and service mix are factors for assessment in a context of 
managed care approaches that balance care coordination with cost 
control strategies. At issue for all people is whether cost control 
strategies result in barriers to needed care; and, for persons with 
disabilities, whether access to specialty care, particularly medical 
rehabilitation services, is limited. In the current cost-cutting and 
restrictive climate, it is important to assure that new service 
configurations preserve equity for persons with disabilities by 
providing for their unique needs.

Medical Rehabilitation

    Medical rehabilitation addresses both the primary disability and 
secondary conditions evolving from the initial impairment or 
disability. Medical rehabilitation also teaches the individual to 
overcome the barriers in the environment. Medical rehabilitation 
includes medical and bioengineering interventions, therapeutic 
modalities, and community and family interventions.
Medical Rehabilitation at the Individual Level
    NIDRR-funded research has improved medical rehabilitation treatment 
in areas such as spinal cord injury, traumatic brain injury, stroke, 
and other leading causes of disability. This research must be expanded 
to include emerging disabilities. Of special concern are new causes of 
disability such as violence, which has emerged in recent years as a 
significant precipitator for new disability conditions. In addition, 
future medical rehabilitation research must be sensitive to cultural 
difference and must recognize the impact of an individual's environment 
on functional outcomes. Another important research focus will be 
examining how technological improvements enhance the ability of 
biomedical engineering to help people with disabilities regain, 
maintain, or replace functional ability.
    Additionally, an urgent need exists for the development of more 
effective outcomes measurement tools to test the usefulness of new 
medical rehabilitation interventions and products. These measurement 
tools must assess the individual's response to medical rehabilitation 
interventions and account for technology that enhances mobility, 
independence, and quality of life. Outcomes must be measured not just 
for the duration of treatment but also over the long term.
    Another issue of continued importance to medical rehabilitation is 
the prevention and treatment of secondary conditions. Secondary 
conditions result directly from the primary disabling condition and may 
have significant effects on the health and function of persons with 
disabilities. Examples of secondary conditions may include depression, 
bladder and skin problems, respiratory problems, contractures or 
spasticity, fatigue, joint deterioration, or memory loss. Other health 
conditions such as cardiac problems, autoimmune diseases, or cancer may 
not always derive directly from the original disability, but may 
require special preventive efforts or care interventions because of a 
preexisting disability.
Medical Rehabilitation at the Systems Level
    Cost containment strategies inherent in managed care may constrain 
access to medical rehabilitation. Thus, it is more important than ever 
to demonstrate the cost effectiveness of treatments. Research on 
medical rehabilitation outcomes is critical to establishing the need 
for, and assuring access to, medical rehabilitation within the health 
care delivery system. Previously, NIDRR has initiated research 
activities to develop methods for measuring function and assessing 
rehabilitation outcomes, and for measuring the cost and effectiveness 
of various rehabilitation modalities and delivery mechanisms. These 
areas will continue to be important foci of NIDRR's future medical 
research program. Research must continue to assess the impact of 
changes at the system level on the rehabilitation outcomes of 
individuals. In addition, providing care in nonacute settings requires 
development of additional capacity that includes training practitioners 
for more independent work in the community. NIDRR research must 
contribute to building this new capacity.
    The purpose of NIDRR's research in the area of health care and 
medical rehabilitation is to:
    (1) Identify and evaluate effective models of health care for 
persons with disabilities;
    (2) Develop models to promote health and wellness for persons with 
disabilities;
    (3) Examine the impact of changes in the health care delivery 
system on access to care;
    (4) Evaluate medical rehabilitation interventions that maximize 
physical function for individuals with disabilities, taking into 
account aging, environment, emerging disabilities, and changes in the 
health services delivery system;
    (5) Identify and evaluate medical rehabilitation interventions that 
will help disabled individuals maintain health, through prevention and 
amelioration of secondary conditions and co-morbidities, and through 
education;
    (6) Improve delivery of medical rehabilitation services to persons 
with disabilities; and
    (7) Evaluate the health and medical rehabilitation needs of persons 
whose impairments are attributed to newly recognized causes or whose 
conditions are newly recognized as disabilities, for example, 
disability relating to acts of violence or to conditions of children 
with chronic diseases like asthma.
Future Research Priorities for Health Care and Medical Rehabilitation
Research on Effective Methods of Providing a Continuum of Care, 
Including Primary Care and Long-Term Care, to Persons With Disabilities
    In recent years, a number of different models of providing routine 
health care for persons with disabilities have emerged. For example, 
there are medical rehabilitation programs that have developed primary 
care clinics; and there are other programs where primary care providers 
have added medical rehabilitation consultants to advise them on care of 
persons with disabilities. The efficacy of these models is not yet 
known, especially their impact on the overall well-being of their 
consumers. There has been some research on long-term care models, 
especially those that provide community-based services, including 
personal assistance; however, research questions remain regarding 
optimal models of long-term care. Specific priorities include:
    (1) Identification of effective models of primary and long-term 
care across disability populations including emerging disability 
groups;

[[Page 57204]]

    (2) Evaluation of the impact of primary and long-term care service 
delivery models on independence, community integration, and overall 
health outcomes, including occurrence of secondary conditions and co-
morbidities; and
    (3) Collection and analysis of longitudinal data on health care 
utilization by persons with disabilities, to identify trends, outcomes, 
and consumer satisfaction.
Research on Application of Wellness and Health Promotion Strategies
    NIDRR will support research to develop wellness and health 
promotion strategies, incorporating all disability types and all age 
groups. Specific research priorities include:
    (1) Identification and evaluation of models to promote health and 
wellness for persons with disabilities in mainstream settings where 
possible. These will include nutrition, exercise, disease prevention, 
and other health promotion strategies. A particular focus will be 
placed on prevention and treatment of secondary conditions and on the 
needs of emerging disability populations, including persons aging with 
a disability;
    (2) Evaluation of the impact of health status on independence, 
community integration, quality of life, and health care expenditures; 
and
    (3) Development of guidelines that establish protocols for reaching 
or maintaining appropriate levels of fitness for persons with varying 
functional abilities.
Research on the Impact of the Evolving Health Service Delivery System 
on Access to Health and Medical Rehabilitation Services
    NIDRR anticipates that the health service delivery system will 
continue to evolve as the marketplace responds to rising costs and as 
policymakers respond to public concerns about access to care. Specific 
research priorities include:
    (1) Evaluation of the impact of changes at the health system level, 
for example, financing and regulatory changes, on access to the 
continuum of health care services, including medical rehabilitation; 
and
    (2) Evaluation of the impact of triage and case management 
strategies on health status and rehabilitation outcomes.
Research on Trauma Rehabilitation
    Research to improve the restoration and successful community living 
of individuals with burns and neurotrauma such as spinal cord injury, 
brain injury, and stroke, has long been an important component of 
NIDRR's program. Specific research priorities include:
    (1) Identification of methods to minimize neurological damage, 
improve behavioral outcomes, and enhance cognitive abilities; and
    (2) Identification of effective collaborative research 
opportunities, using data generated by the model systems.
Research on Progressive and Degenerative Disease Rehabilitation
    Research to maintain and restore function and independent 
lifestyles for individuals with multiple sclerosis, arthritis, and 
neuromuscular diseases is a key element of medical rehabilitation 
research. Specific research priorities include:
    (1) Identification and evaluation of methods to maintain function 
for persons with these conditions;
    (2) Identification of effective health promotion strategies;
    (3) Evaluation of strategies to minimize the impact of secondary 
conditions; and
    (4) Development and evaluation of health care and rehabilitation 
medicine supports to facilitate community integration and independent 
living outcomes.
Research on Birth Anomalies and Sequelae of Diseases and Injuries
    Medical and technological interventions to maintain and restore 
function in persons with cerebral palsy, spina bifida, post-polio 
syndrome, and other long-standing conditions are an important part of 
rehabilitation. Specific research priorities include:
    (1) Development and evaluation of physical therapy techniques, 
respiratory management techniques, exercise regimens, and other 
rehabilitative interventions aimed at maximizing functional 
independence;
    (2) Development and evaluation of supports to facilitate community 
integration and independent living outcomes, and;
    (3) Investigation of factors that lead to disability and loss of 
full participation in society following disease or injury.
Research on Secondary Conditions
    Prevention and treatment of secondary conditions are critical to 
preserving health and containing health care costs of persons with 
disabilities. Specific research priorities include:
    (1) Development of clinical guidelines to identify at-risk 
individuals and to involve consumers in regimens to prevent secondary 
conditions;
    (2) Identification and evaluation of methods of preventing and 
treating secondary conditions across impairment categories; and
    (3) Investigation of the interaction among secondary conditions, 
impairments, and aging.
Research on Emergent Disabilities
    Explorations of the impact of disabilities resulting from new 
causes or expanding disability definitions will be of increasing 
significance to rehabilitation medicine. Emergent conditions may 
include such things as environmental illnesses, repetitive motion 
syndromes, autoimmune deficiencies, and psychosocial and behavioral 
conditions related to poverty and violence. Specific research 
priorities include:
    (1) Identification and evaluation of the need for health and 
medical rehabilitation services to address emerging disability 
conditions;
    (2) Identification and evaluation of effective models by which 
health and medical rehabilitation providers can meet the needs of 
persons with emerging disabilities; and
    (3) Development of models to predict future emerging disability 
populations.
Research on Aging With a Disability
    Advances in acute medical care for persons with disabilities means 
that, as the population ages, many disabled persons will live longer 
and may develop the serious, chronic conditions common to many aging 
populations. Examples of these chronic conditions include heart 
disease, diabetes, cancer, pulmonary diseases, arthritis, and sensory 
losses. Specific research priorities include:
    (1) Determination of the implications of aging with a disability on 
access to routine health care, medical rehabilitation services, and 
services that support community integration;
    (2) Investigation of the impact of aging on disabilities and the 
impact of various disabilities on the aging process;
    (3) Investigation of the relationship between age-related 
disability and employment; and
    (4) Analysis of the effect of longer lifespan on the durability and 
effectiveness of previously demonstrated interventions and 
technologies.
Research on Rehabilitation Outcomes
    NIDRR's prior research efforts have developed new rehabilitation 
techniques for a number of disability groupings and also have developed 
and tested comprehensive model systems, home and community-based 
services,

[[Page 57205]]

and peer services to improve rehabilitation outcomes. With the renewed 
emphasis on performance and outcomes and with increasing economic 
constraints generated by changes in the health services delivery 
system, rehabilitation medicine needs to document the impact of its 
services. Specific research priorities include:
    (1) Expansion of outcomes evaluation approaches, beyond short-term 
rehabilitation studies, to include outpatient and long-term follow-up 
information;
    (2) Development of outcomes measures that include measures of 
environmental barriers;
    (3) Evaluation of methods that translate outcomes findings into 
quality improvement strategies; and
    (4) Analysis of barriers and incentives to consistent use of health 
and medical rehabilitation outcomes measures in payer and consumer 
choice models.
Research on Changes in the Medical Rehabilitation Industry
    The medical rehabilitation industry is undergoing an unprecedented 
level of consolidation, with unknown consequences for access and 
flexibility. The industry has undergone significant changes in service 
sites with the move from inpatient to post-acute, outpatient, and 
community-based services. Outcomes measurement and quality assurance 
initiatives are increasingly used in evaluating medical rehabilitation 
services. Specific research priorities include:
    (1) Investigation of the impact of financing and other market 
forces on the medical rehabilitation industry, including service 
delivery patterns and treatment modalities; and
    (2) Identification and evaluation of the impact of changes at the 
medical rehabilitation industry level on access and outcomes for 
persons with disabilities.
    A major research challenge will be to integrate research on the 
efficacy of interventions to improve outcomes with research on the 
impact of changes in the health care delivery system. A second 
overarching objective will be to relate medical rehabilitation and 
health care research to other changes, including the new paradigm of 
disability, the emerging universe of disability, and participatory 
research by persons with disabilities.

Chapter 5: Technology for Access and Function

    ``For Americans without disabilities, technology makes things 
easier. For Americans with disabilities, technology makes things 
possible'' (Mary Pat Radabaugh, 1988).
Overview
    Technology has been defined as the system by which a society 
provides its members with developments from science that have practical 
use in everyday life. Today, technology plays a vital role in the lives 
of millions of disabled and older Americans. Each day, people with 
significant disabilities use the products of two generations of 
research in rehabilitation and biomedical engineering to achieve and 
maintain maximum physical function, to live in their own homes, to 
study and learn, to attain gainful employment, and to participate in 
and contribute to society in meaningful and resourceful ways. It is 
more than coincidence that these remarkable advances have occurred 
during the period in which Federal funds have supported research, 
development, and training in rehabilitation and biomedical engineering.
    In planning the future of rehabilitation engineering research, 
NIDRR and its constituents in the consumer, service, research, and 
business communities will continue to identify flexible strategies to 
address emerging issues and technologies, to promote widespread use of 
research findings, and to maximize the impact of NIDRR programs on the 
lives of persons with disabilities. NIDRR is particularly well 
positioned to continue its leadership in rehabilitation engineering 
research, since NIDRR locates rehabilitation engineering research on a 
continuum that includes related medical, clinical, and public policy 
research; vocational rehabilitation and independent living research; 
research training programs; service delivery infrastructure projects; 
and extensive consumer participation.
    The Institute supports engineering research on technology for 
individuals and on systems technology. For example, NIDRR has supported 
hearing aid and wheelchair research on the individual level, and 
telecommunications, transportation, and built environment research at 
the systems or public technology level. NIDRR also supports research on 
ergonomics and other interface problems related to the compatibility of 
various technologies, such as hearing aids and cellular telephones.
    Technological innovations benefit the individual at the individual 
level and at the systems level. At the individual level, assistive 
technology enhances function and at the systems, or public technology 
level, technology provides access that enhances community integration 
and equal opportunity. Much of the assistive technology for disabled 
individuals falls into the category of ``orphan'' technology because of 
limited markets; frequently this technology is developed, produced, and 
distributed by small businesses. Often, technology on the systems level 
involves large markets and large businesses. Access to technology can 
be increased by incorporating principles of universal design into the 
built environment, information technology and telecommunications, 
consumer products, and transportation.
Assistive Technology for Individuals
    In 1990, more than 13.1 million Americans, about 5 percent of the 
population, were using assistive technology devices to accommodate 
physical impairments, and 7.1 million persons, nearly 3 percent of the 
population, were living in homes specially adapted to accommodate 
impairments. While the majority of persons who use assistive technology 
are elderly, children and young adults use a significant proportion of 
the devices, such as foot braces, artificial arms or hands, adapted 
typewriters or computers, and leg braces (LaPlante, Hendershot, & Moss,
1992).
    Assistive technology includes devices that are technologically 
complex, involving sophisticated materials and requiring precise 
operations--often referred to as ``high tech''--and those that are 
simple, inexpensive, and made from easily available materials--commonly 
referred to as ``low tech.'' Scientific research in both high tech and 
low tech areas will serve the consumer need for practical items that 
are readily available and easily used. Low-tech devices, for example, 
are widely used by older persons with disabilities to compensate for 
age-related functional losses. The importance of the development of 
both types of assistive technologies is found in the words of one 
engineer who stated, ``it is not high tech or low tech that is the 
issue; it is the right tech.'' NIDRR research must be able to identify 
the most appropriate technological approach for a given application, 
and continue to develop low tech as well as high tech solutions.
    Given the current trend toward more restrictive utilization of 
health care funds in both public and private sectors, rehabilitation 
engineering research must justify consumer or third party costs in 
relation to the benefits generated for consumers. These benefits may be 
in the form of long-term cost savings and consumer satisfaction. 
Equally important, rehabilitation engineers must

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develop products that are, in addition to being safe and durable, 
marketable and affordable. End-product affordability is important not 
only in meeting consumer needs but also in creating the market demand 
that will encourage manufacturers to enter production.
Systems Technology: Universal Design and Accessibility
    As disabled persons enter the mainstream of society, the range of 
engineering research has broadened to encompass medical technology, 
technology for increased function, technology that interfaces between 
the individual and mainstream technology, and finally, public and 
systems technology. Key concepts of universal design are 
interchangeability, compatibility of components, modularity, 
simplification, and accommodations of a broad range of human 
performance capabilities. Universal design principles can be applied to 
the built environment, information technology and telecommunications, 
transportation, and consumer products. These technological systems are 
basic to community integration, education, employment, health, and 
economic development. The application of universal design principles 
during the research and development stage would incorporate the widest 
range of human performance into technological systems. Universal design 
applications may result in the avoidance of costly retrofitting of 
systems in use and possible reduction in need for orphan products.
Technology Transfer
    The Institute's emphasis on applied research challenges NIDRR and 
its researchers to find effective ways of ensuring technology 
transfer--transfer of ideas, designs, prototypes, or products, from the 
basic to the applied research environment, to the market, and to other 
research endeavors. Market size, the potential for manufacturability, 
intellectual property rights, patents, and regulatory approval are 
considerations in the conceptualization and design phase of research 
efforts. NIDRR-funded Rehabilitation Engineering Research Centers 
(RERCs) consider potential industry partners in selecting research 
projects that will result in marketable products.
    Issues of orphan technology are key to the process of technology 
transfer, with small markets that have limited capital occasioning the 
need for subsidies, guaranteed financing for purchases, or other 
incentives for producers. Future technology transfer efforts at NIDRR 
will explore better linkages to the Small Business Innovative Research 
(SBIR) program, a government-wide program intended to support small 
business innovative research that results in commercial products or 
services that benefit the public. Innovativeness and probability of 
commercial success are both important factors in SBIR funding 
decisions.
Building a Research Agenda
    Future rehabilitation engineering research agendas must incorporate 
several cross-cutting issues, including small markets, and outcomes 
measures. In addition, research must continue to result in improvements 
in the functional capacities of individuals with sensory, mobility, and 
manipulation impairments. Telecommunications and computer access offer 
significant potential to improve participation of persons with 
disabilities in all facets of life. Continuous innovations in these 
areas require that the needs of persons with various disabilities be 
recognized and accommodated. Finally, access to the built-environment 
remains a critical need for persons with disabilities, and thus 
requires ongoing research.
    The purpose of NIDRR's research in the area of technology is to:
    (1) Develop assistive technology that supports persons with 
disabilities to function and live independently;
    (2) Develop biomedical engineering innovations to improve function 
of persons with disabilities;
    (3) Promote the concept and application of universal design;
    (4) Ensure access of disabled persons to telecommunications and 
information technology, including through the application of universal 
design principles;
    (5) Ensure the transfer of technological developments to other 
research sectors, to production, and to the marketplace;
    (6) Identify business incentives for manufacturers and 
distributors;
    (7) Remove barriers and improve access in the built environment;
    (8) Identify the best methods of making technology accessible to 
persons with disabilities;
    (9) Develop rehabilitation engineering science, including a 
theoretical framework to advance empirical research; and
    (10) Raise the visibility of engineering and technological research 
for persons with disabilities as a consideration in national science 
and technology policy.
Future Research Priorities for Technology
    NIDRR's research priorities in engineering and technology will help 
improve functional outcomes and access to systems technology in the 
areas of sensory function, mobility, manipulation, information 
communication, and the built environment, and promote business 
involvement and collaboration.
    Research to Improve or Substitute for Sensory Functioning. Sensory 
research is directed toward the problems faced by individuals who have 
significant visual, hearing, or communication impairments. These major 
conditions have been the focus of a long tradition of engineering 
research emphasizing both expressive communication and the receipt of 
information. Research priorities in the area of sensory functioning 
will focus on enhancing hearing, addressing visual impairments, and 
accommodating communication disorders. In the area of hearing 
impairments, specific research priorities include:
    (1) Development and evaluation of hearing aids that exploit the 
potential of digital technology, use advanced signal processing 
techniques to enhance speech intelligibility, attain a better fit, and 
insure compatibility with telecommunications systems and information 
technology;
    (2) Evaluation of the application of digital processing techniques 
to assistive listening systems;
    (3) Evaluation of modern methods of sound recognition in alerting 
devices; and
    (4) Development of interfaces for assessment of automatic speech 
recognition systems.
    In the area of vision impairments, specific research priorities 
include:
    (1) Identification and evaluation of methods to enhance 
accessibility of visual displays;
    (2) Development and evaluation of graphical user interface 
technologies for various document and graphic processing systems; and
    (3) Improvement of signage in public facilities.
    In the area of communication impairments, specific research 
priorities include:
    (1) Identification and evaluation of technologies to enhance the 
communication abilities of persons who are deaf-blind; and
    (2) Assessment of the capacity of research in cognitive science, 
artificial intelligence, biomechanics, and human/computer interaction 
to improve the rate, fluency, and use of communication aids.
Research To Enhance Mobility
    Mobility research is directed toward the problems associated with 
moving

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from place to place. Mobility can be enhanced by accessible public 
transportation; modified privately owned vehicles; wheeled mobility 
devices such as wheelchairs; orthoses, and prostheses; and barrier 
removal. In the area of enhancing mobility, specific research 
priorities include:
    (1) Development, evaluation, and commercialization of wheelchair 
designs that reduce user stress, repetitive motion injury, and other 
secondary disabilities, while improving safety, ease of maintenance, 
and affordability;
    (2) Revision and dissemination of wheelchair standards;
    (3) Development and evaluation of techniques to assist consumers 
and providers in selecting and fitting wheelchairs and wheelchair 
seating systems;
    (4) Identification of a theoretical framework of gait and other 
aspects of ambulation;
    (5) Development and evaluation of advanced prosthetic and orthotic 
devices, as well as footwear and other ambulation devices;
    (6) Development and evaluation of methods to improve person-device 
interfaces, post-surgical management and fitting, and materials used in 
bio-engineering applications; and
    (7) Development of devices to assist with ADLs for persons with 
disabilities and their caregivers.
Research to Improve Manipulation Ability
    The manipulation area includes research directed toward restoring 
functional independence for persons with limited or no use of their 
hands. This encompasses upper extremity prosthetic and orthotic 
devices, and novel methods of upper extremity rehabilitation. Issues of 
weight, durability, and reliability remain challenges in this field.
    Repetitive motion injury is emerging as one of the most serious 
problems among workers. While there have been a number of ergonomic 
devices introduced to address this problem, the incidence of this 
condition continues to increase. In the area of improvement of 
manipulation, specific research priorities include:
    (1) Identification of methods to improve the design of and achieve 
multi-functional control for hand/arm prosthetic technology;
    (2) Development and evaluation of surgical approaches that increase 
functionality; and
    (3) Development and evaluation of devices and techniques to 
minimize the onset of repetitive motion injuries and to rehabilitate 
those with the condition.
Research to Improve Accessibility of Telecommunications and Information 
Technology
    Computerized information kiosks, public web sites, electronic 
building directories, transportation fare machines, ATMs, and 
electronic stores are just some current examples of rapidly 
proliferating systems that face people living in the modern world. 
Research priorities will include development and evaluation of 
techniques to make such computerized information systems accessible to 
persons with a range of disabilities.
    The information technology and telecommunications industry trend 
away from standardized operating systems and monolithic applications 
and toward net-based systems, applets, and object-oriented structures 
has significant implications for accessibility for some persons with 
disabilities. Maintaining accessibility to the Internet and World Wide 
Web is also a formidable challenge facing individuals with disability.
    Another concern in telecommunications is electromagnetic 
interference from the rapidly proliferating wireless communication 
systems (e.g., beepers, cellular telephones) and other electronic 
devices using digital circuitry (e.g., computers, fluorescent light 
controllers). This interference is complicating the use of assistive 
listening devices. Moreover, interference caused by over-use of 
spectrum is presenting problems in the use of FM Assistive Listening 
systems.
    During the past decade, virtual reality techniques, originally 
developed by NASA and the military for simulation activities, have been