RESNA Catalyst Project Document Search

   
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• General

  Best Practices - Lessons learned (2011) -- Available formats: ppt
  Carol Fury's Best Practices presentation
  

• Reports

  Investing AFP Grant Awards (2007) -- Available formats: rtf
  Describes several low-risk investment options compliant with the requirements of the AFP grants.
  

  Considerations for Effective Implementation Setting Up Device Loan and Demonstration Programs (2006) -- Available formats:
  A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.
  

  AFP Investment Policies (2006) -- Available formats: rtf
  A guide to establishing an investment policy for AFP funds. Legal constraints, structural considerations, and questions of liquidity and cash flow are addressed. The publication aims to help the AFP program manager gain a working understanding of investment options available, and how to evaluate each option.
  

  Improving State Assistive Technology Programs Considerations for Effective Implementation (2006) -- Available formats:
  A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.
  

  Steps to Prudent Investing of Program Funds (2001) -- Available formats: html
  This paper summarizes a checklist of steps to successful investment management of program funds, highlights certain steps in some detail, provides explanations of several investment instruments Alternative Finance Program (AFP) administrators may choose to use, and provides examples of program cash flows.
  

• Sample Documents

  CReATE Service Fee Form (2009) -- Available formats:
  This form is used by the Utah AT Reuse Program to charge fees for service. Part of the Fee-for-Service teleconference October 29, 2009
  

  Sample State Plan Model Letter (2007) -- Available formats:
  Model letter to RSA indicating changes to state plan Summer 2007
  

• Toolkits

  Getting Started: Adding Fee-for-Service as Another Tool in Your Toolbox (2011) -- Available formats:
  This document provides questions that can guide a statewide program when it is considering adding fee-for-service as a method of providing services.
  

  Cash Flow Calculator (2001) -- Available formats: html
  Provides sample cash flow projections, and explanations of the process for making such projections for both loan guarantor programs and direct lenders.
  

• Training Materials

  Overview of Statewide AT Fiscal and Contract Management (2011) -- Available formats:
  PowerPoint explaining the Statewide AT Act Program fiscal and contract management.
  

• Profile

  CReATE Fee for Services (2009) -- Available formats:
  Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their program has implemented fee-for-service to serve more people with disabilities
  

  Direct Lending: A Case Study of the Connecticut Loan Program (2009) -- Available formats:
  This powerpoint highlights the main areas of consideration when moving to using a direct lending model. Connecticut is used as a case study. Program management, key factors, and the former and future model are discussed.
  

  Fee for Service Teleconference Powerpoint (2009) -- Available formats:
  Tammy Koger from the North Carolina AT Act Program shared information on how NC has implemented fee-for-service to serve more people with disabilities. This presentation provides information about the NC administrative code, the fees charged, and the type of services provided.
  

• Legislation

  CBO Subject to Audit (2007) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  State Funds/Public Funds and Federal Funds (2007) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Consumer Counseling (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Grant Funds used for Resource Development - Fund Raising (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Grant Funds used for Resource Development - Grant Writing (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Insuring AFP Funds (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Investing in Stocks (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Separate Account for Each Grant (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Use of Grant Funds to Pay for Audit (2006) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

  Interest Income (2005) -- Available formats: html
  Questions of Interest - Highlights from the Loan Program Listserv Discussions
  

• Essential Documents

  EDGAR 74.24 (2009) -- Available formats:
  Excerpts from EDGAR regarding accounting for fee- for-service activities.
  

  EDGAR 74.24 - Fee for Service (2009) -- Available formats:
  This document spell out what is allowed when providing servicesfor fees.
  

• Teleconferences

  Application Red Flags - Low Credit Scores and other Credit Issues (2012) -- Available formats: ppt
  Cheryl Fatnassi from VT and Milissa Gofourth from OK present on application red flags, and discuss possible solutions for programs when faced with borderline applications.
  

  Red Flags Teleconference Recording (2012) -- Available formats: mp3
  The audio recording for the May 9th teleconference on Application Red Flags
  

  How to Liquidate Formula Funds Teleconference - Thursday, August 18, 2011 (2011) -- Available formats:
  Brian Bard and Rob Groenendaal from RSA provide information about a new process for obligating and liquidating formula grant funds for statewide programs, with particular attention on the procedure for late liquidations.
  

  Fee for Service Teleconference - October 29, 2009 - Powerpoint (2009) -- Available formats:
  This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.
  

  Fee for Service Teleconference - October 29, 2009 - Transcript (2009) -- Available formats:
  This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.
  

  Fee for Service Teleconference - October 29, 2009 - Transcript and MP3 file (2009) -- Available formats:
  This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.
  

  Reporting Financial Status Using the SF-269 – December 10, 2009 (2009) -- Available formats:
  Brian Bard and Rob Groenendaal from RSA shared information on how to annually report your program’s financial status using the SF269 form via RSA’s MIS system.
  

  SF269/ State Plans Teleconference – December 18, 2008 (2008) -- Available formats:
  NATTAP hosted a teleconference on grants management issues. Rob Groenendaal, Ken Schellenberg, Brian Bard, and Jeremy Buzzell from RSA provided information on how to annually report your program’s financial status using the SF 269 form via RSA’s Management Information System (MIS). Questions regarding State Plans were also addressed. MP3 file
  

  Developing Effective Subcontracting Relationships Teleconference (2007) -- Available formats:
  Developing Effective Subcontracting Relationships, Teleconference held September 27, 2007
  

  Indirect Cost Rates - October 30, 2007 (2007) -- Available formats: rtf mp3
  This presetation focused on what the indirect cost rate is, why programs need to have one, and how it is calculated.
  

  Indirect Cost Rates Teleconference (2007) -- Available formats:
  Indirect Cost Rates, Teleconference held October 30, 2007
  

  RSA Indirect Cost Q & A – Conference Call October 30, 2007 (2007) -- Available formats:
  RSA Indirect Cost Q & A – Conference Call provides some answers to common questions and situations.
  

  RSA Question and Answers on Indirect Cost Rates (2007) -- Available formats: rtf
  This provides answers on how to calculae an indirect cost rate, how to submit a rate for approval, and other questions such as how occupancy costs affected indirect, what the definition is of equipment, and how subcontractors are treated related to indirect.
  

  RSA Update - End of FY2007, May 17, 2007 Teleconference (2007) -- Available formats:
  RSA provides an update of the year's activities.
  

  RSA Update - End of FY2007, May 17, 2007 Teleconference - MP3 (2007) -- Available formats:
  Audio for RSA Update - End of FY2007, May 17, 2007 teleconference.
  

  Update from RSA - Dear Colleague Letter - May 2007 (2007) -- Available formats:
  Describes how programs need to treat funds at the end of the fiscal year.
  

  Fee for Service Teleconference - September 14, 2006 (2006) -- Available formats:
  Fee for Service Teleconference - September 14, 2006
  

  Managing Your Loan Funds - August 3, 2006 (2006) -- Available formats: rtf mp3
  This call focuses on techniques to managing your funds including manual accounting and software based accounting. Patti Lind and Todd Weber of the Iowa Abilities Fund are the presenters.
  

• Meetings

  New Directors Orientation 2011 (2011) -- Available formats:
  This presentation provides an overview of the AT Act division of funds, Advisory Councils, and program policies and procedures.
  

  AT Loan Program - Connecticut Data (2009) -- Available formats:
  This chart shows the number of defaulted loans that the Connecticut loan program had prior to being reorganized.
  

  Financial Status Report Form (2005) -- Available formats:
  Training on State Plan Development for AT Act Programs Meeting Handout. This form is the Financial Status Report form that programs use to report on their financial status.
  

  Financial Status Report LINE-BY-LINE - SF 269 (2005) -- Available formats:
  Training on State Plan Development for AT Act Programs Meeting handouts. This provides information on how to fill out the SF 269 form.
  

  RSA AT Conference--Part II Financial Status Report (2005) -- Available formats:
  Training on State Plan Development for AT Act Programs Meeting handout. This document summarizes what is in the SF 269 and how it should be filled out.
  

  Technical Assistance Circular - SF 269 - Aug 8, 2001 (2005) -- Available formats:
  Training on State Plan Development for AT Act Programs Meeting Handout. This TAC from August 2001 provides guidance for completing the SF 269.
  




RESNA Catalyst Project
1700 North Moore Street, Suite 1540
Arlington, VA 22209-1903
Phone: 703/524-6686  Fax: 703/524-6630  TTY: 703/524-6639
Email: Catalyst@resna.org  http://www.resnaprojects.org/