16.8 Monitoring the Self-Employment IPE

The evaluation criteria used to measure the financial progress of the business shall be through the completion of one or more of the following reports: Profit and Loss statement, monthly balance statement, or monthly QuickBooks statement. These documents are a means by which both the individual and the counselor shall be able to determine adequate business growth. One of the monthly documents described above shall be reviewed and analyzed in comparison with the Financial Forecast spreadsheet. The individual and counselor may then be able to make appropriate business decisions to improve progress, if necessary.

Once all start-up inventory and supplies have been purchased and the business is meeting its operating expenses (i.e., “breakeven point”), the Rehabilitation Counselor for Entrepreneurship (RCE) shall continue to provide technical assistance and monitor the business as it continues to build the monthly revenue necessary to reach the agreed upon income goal. During the monitoring period and until successful case closure, services shall be limited to necessary and planned disability-related services.