Report all costs related to formal assessments to determine the ability of W-2 parents to participate in the W-2 program. Examples of formal assessments include disability-related assessment, AODA assessments, mental health assessments, vocational evaluation and educational assessments such as TABE assessments.
Allowable costs include the salary, fringe benefits, travel, training, supplies and occupancy for (qualified or In-house) staff performing formal assessments and purchases of formal assessments from service providers.
Note: Include the costs of direct service staff and supervisor salary, fringe benefits, direct operational costs (such as supplies, rent, computer costs, utilities, etc.) and indirect costs (such as allocated share of agency management) for staff providing W-2 formal assessment activities.
When the cost of a needed assessment is not covered by a third-party source, such as Medicaid, the W-2 agency is responsible for paying for the eligible parent’s assessment.
Transportation costs for formal assessments are reported on CORe Code 2218 W-2 Transportation. Supportive services costs for formal assessments are reported on CORe Code 2224 2224W-2 Supportive Services.