RESNA Catalyst Project Document Search
Topic Snapshot
Topic Snapshot: AFP/Telework Policies and Procedures (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Policies and Procedures (2011) -- Available formats:
Overview of resources available for this topic.General
Current Legal Issues Facing Alternative Financing Programs (2013) -- Available formats: ppt
Presenation from RESNA conference 2013Education Panel I – Accessible Instructional Materials - Wyoming (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferenceEducation Panel II – Supporting AT Use in Schools - Illinois (2013) -- Available formats: ppt external
Presenation from the RESNA 2013 conferenceEducation Panel II – Supporting AT Use in Schools - Wyoming (2013) -- Available formats: ppt
Presentation from the 2013 RESNA conferenceQuality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.Publication: Findings from the Top Performers Workgroup (2011) -- Available formats: word
This document summarizes and presents the results of the Top Performers in Telework Loan Programs workgroup, as part of the Telework Loan Programs initiative of 2010. Five identified Keys to Success are detailed, and specific action steps and worksheets are provided for all program's use.Telework - Allowable Loans Fact Sheet (2011) -- Available formats: word
This overview provides a quick reference as to what are considered allowable Telework Progam loans, as indicated by the latest Technical Assistance Circular and policy evolution.Update on Telework Loans – September 27, 2010 (2010) -- Available formats: rtf mp3
This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.Reports
Part B-Federal Reporting Requirements (2011) -- Available formats:
This document provides a table of Federal reporting requirements and suggested reference documents for State Plans, Financial Expenditures, and Data Progress Reports.Frequently Asked Questions from the Device Demonstration and Device Loan Manual (2007) -- Available formats:
Frequently Asked Questions about Device Demonstration and Device Loan Programs.Lessons Learned Providing Vehicle Loans (2007) -- Available formats: rtf
This report provides an overview of how AFPs manage vehicle loans. Topics include: The policy and decision-making process for vehicle loans,underwriting, servicing, and marketing.RSA Technical Assistance Circular for Telework (2007) -- Available formats: pdf rtf
RSA issued this technical assistance ciruclar in 2007, which provides guidance to telework programs regarding acceptable items for purchase with telework loans.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.Elements of AFPs Policies and Procedures Manual - September 25, 2006 (2006) -- Available formats: rtf mp3
Stan Provus analyzed the policies and procedures manual of many of the AFPs. During this conference call, Stan shares his findings with the loan programs. He identifies core elements for policy manuals and suggests some language for the policies. Manuals for two AFPs are featured. Tony Rice from the Maryland Loan program and Patti Lind from the Iowa Abilities Fund discuss their loan program policies. The accompanying publication, "Elements of Alternative Financing Programs Policies and Procedures Manuals" is available on the web.Elements of Policy and Procedures Manuals (2006) -- Available formats: rtf
This paper is a review of policies and procedures for Alternative Financing Programs (AFPs), particularly direct loan or loan guarantee programs.Investment Policies Conference Call - May 18, 2006 (2006) -- Available formats: rtf
Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.RSA Technical Assistance Circular for AFPs - September 7, 2006 (2006) -- Available formats: rtf
Rehabilitation Services Administration Technical Assistance Circular (TAC) dated September 7, 2006 that offers a framework for AFPs to help them determine if a particular device is assistive technology for the purposes of providing a financial loan.Frequently asked Questions on Telework Listserv (2005) -- Available formats: html
Questions and answers concerning qualifications of borrower, purchasing training, suppies, repair, and maintenance, providing financial literacy and credit counseling, promoting the use of telework, the definition of a telework center, and preference to those who have IPEs.Sample Documents
Assistive Technology Device Borrowing Fees, Policies and Procedures (2011) -- Available formats:
This fact sheet describes fees and the borrowing procedures when borrowing devices from the Washington Device Loan program.Connecticut Assistive Technology Demonstration Center at WRCC Policies and Procedures (2011) -- Available formats:
This document provides the policies and procedures for one of the regional AT Demonstration Centers.Connecticut Mimio Loan Program Policies and Procedures (2011) -- Available formats:
The Connecticut Tech Act Project’s Mimio Loan Program is a short-term loan of a Mimio Interactive Whiteboard device that turns any whiteboard into an interactive and digital whiteboard. This document outlines the policies and procedures of the loan program.IATP Advisory Council Operating Procedures (2011) -- Available formats:
IATP's Advisory Council operating procedures including purpose and duties, composition and representation, membership, and meetings.IATP Financial Policies & Procedures Manual (2011) -- Available formats:
Illinois Assistive Technology Program Fiscal Policies and Procedures Manual with information on audits, financial reporting, financial policies and procedures, equipment, insurance requirements and review, administrative and financial records, use of unrestricted funds, and contracts.Missouri Assistive Technology Advisory Council Operating Procedures (2011) -- Available formats:
Missouri Assistive Technology Advisory Council Operating Procedures including voting membership and representation.Missouri Assistive Technology Council By-laws 2008 (2011) -- Available formats:
Missouri Assistive Technology Council By-laws with information on purpose, organization, function and responsibilities, and meetings. Last revised in 2008.North Dakota IPAT Device Demonstration Policy and Procedures (2011) -- Available formats:
This is North Dakota's policy and procedures for IPAT's device demonstration services.West Virginia AT System's Assistive Technology Device Demonstration: Policy and Procedures (2011) -- Available formats:
This document is the West Virginia Assistive Technology System's policies and procedures for its program's Demonstration Center.New Mexico Small Business Reasonable Accommodation Model (2010) -- Available formats:
This provides guidance for small businesses when considering reasonable accommodations.SWAAAC Team Agreement & Loan Bank (2010) -- Available formats:
This agreement is for team members of the Colorado Loan Bank. it delineates the loan period, how requests are submitted, special conditions for software rental, and device return policies.Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.CReATE Policies and Procedures (2009) -- Available formats:
This document covers the structure of the organization, the partners, governance, donation intake, device refurbishment, and transfer of devices. It also includes forms used by the CReATE programCReATE Power Wheelchair Checklist (2009) -- Available formats:
This form is the inspection checklist that CReATE uses to evaluate donated equipment for ReuseIdentity Theft Prevention Programs - Resources (2009) -- Available formats: html
Pursuant to the Fair and Accurate Credit Transactions Act of 2003 (FACTA), the Federal Trade Comission has designed the so called "Red Flag Rule," which requires creditors to have developed an Identity Theft Prevention Program to identify, detect and respond to signs of possible identity theft related their borrowers. This offers some resources for including policies on identity theft.Maryland WorkABILITY Loan Program Policies (2009) -- Available formats: rtf
This document has the latest policies for the Maryland loan program that has allowed the loan program to provide Telework loans.Matching Persons to Equipment (2009) -- Available formats:
This power point explains how Paraquad matches a person to a device. Information gathered, skills required are all included.Michigan AT Loan Fund Policies and Procedures (2009) -- Available formats: rtf
March 2009Michigan Identity Theft Policy (2009) -- Available formats: rtf
This is Michigan's response to the Red Flag rule . It provides a sample identity theft policyStarting an AT Reutilization Program: Liability, Policies and Procedures (2009) -- Available formats:
This presentation looks at ways to mitigate liability - primarily through putting policies and procedures in place. It describes ways to start drafting policies and procedures, and how to prioritize the various policies that a program could have. The presentation also looks at the role of insurance for the program to safeguard it.ABLE Tech Equipment and Device Loan Program Purpose, Policy and Procedures (2008) -- Available formats:
This document describes the policies that a borrower of the device loan program must adhere to. It also describes what procedures are in place that the borrower must follow.Connecticut AFP Policies and Procedures (2008) -- Available formats: rtf
December 2008Pennsylvania AT Foundation Loan Policy Manual (2008) -- Available formats: rtf
March 2008Pennsylvania Mini-Loan Guidelines (2008) -- Available formats: rtf
August 2008Stay or Return to Home with AT Brochure - La Asistencia Tecnológica y la Transición a la Vida Adulta - Spanish Text Only (2008) -- Available formats:
This brochure provides information about how AT can allow a person to live at home. In Spanish. Text onlyVirginia Loan Fund Governance Manual (2008) -- Available formats: rtf
This document provides guidance to the board of the loan program. It delineates the structures in place, the roles and responsibilities of the various entities, the mission, and the relationship of the various components of the loan program.Virginia Telework Policy Manual (2008) -- Available formats: rtf
Sample policies and procedures from VirginiaMaryland Telework Policies and Procedures (2007) -- Available formats: rtf
Sample policies and procedures from the Maryland Telework Loan ProgramPA Loan Library Work statement (2007) -- Available formats:
This document details the scope of work that a Pennsylvania lending library will performPolicy on Audiologist Evaluation (2007) -- Available formats:
This is a sample policy from Oklahoma on what the loan program requires when borrowers request hearing aids.Oklahoma Screening Questionnaire in Preparation for Conducting a Demonstration (2006) -- Available formats:
Sample screening form for device demonstrationTexas Demonstration Center Policies and Procedures (2006) -- Available formats:
These are policies and procedures Texas developed for its demonstration centersOklahoma AT Foundation Loan Policy Manual (2005) -- Available formats: rtf
March 2005Kansas Equipment Loan Form (2003) -- Available formats:
Form Kansas borrower signs accepting responsibility for loaned equipmentKansas Statewide Interagency Equipment Loan System (2003) -- Available formats:
Procedures Kansas follows to loan equipment to other agenciesMissouri Short-term Loan Agreement - Equipment Technology Consortium (2003) -- Available formats:
Form Missouri education agency signs to accept responsibility for AT equipment loan.North Carolina Equipment Loan Application (2003) -- Available formats:
Form borrower signs for AT loan of equipment, accepting responsibility for equipmentNorth Carolina Overdue Letter for Device Loan (2003) -- Available formats:
Form letter sent when AT device loaned is overdueNorth Dakota Equipment Loan Library: Purpose, Policy, Procedures (2003) -- Available formats:
Policy manual for device loan program describing rules and regulation and procedures of the program.North Dakota Loan Library Request Form (2003) -- Available formats:
Form used by North Dakota borrower to request a device loanPennsylvania AT Lending Library Policies and Procedures (2003) -- Available formats:
Manual describing the policies and procedures that the PA loan library follows.Pennsylvania's AT Lending Library Invoice Letter (2003) -- Available formats:
Sample invoice for lending library equipment lost or brokenPennsylvania's How to Borrower Items from the Lending Library (2003) -- Available formats:
Fact sheet describes the steps to follow when borrowing devicesPennsylvania's Lending Library Request Form (2003) -- Available formats:
Form borrower used to request devices from loan programPennsylvania's Warning Letter to Delinquent Borrowers (2003) -- Available formats:
Letter sent to delinquent lending library borrowers.Toolkits
Overview of Assistive Technology Act (2011) -- Available formats:
PowerPoint explaining the AT Act and Statewide AT Program requirements.AFP Administration - Policy Considerations (2007) -- Available formats: rtf
This handout looks at loan loss reserves and risk rating of the portfolio.Risk Management - Worksheets (2004) -- Available formats: rtf
This document provides sevaral ways to approach collections and risk rating of loans.Part B- Program Planning: Comparability, Flexibility, & the 60 /40 Split (unknown) -- Available formats:
Advice from Willie Gunther, Illinois AT Program, and Marty Exline, Missouri AT Program on Comparability, Flexibility, and the 60/40 vs. 70/30 Split.Marketing Materials
E-Waste and Recycling Programmatic Responsibilities (2009) -- Available formats:
This powerpoint describe the history of the NCR, its current emphasis and policies. It also looks at national e-waste efforts for computersTraining Materials
Understanding Performance Measures (2012) -- Available formats:
On July 16, 2012, Diane Golden with CATADA presented on understanding performance measures at the ATAP Directors Leadership Meeting in Washington, D.C. With the new RSA set targets, states will be placed in “met” or “not met” categories, which eventually will be used to evaluate overall performance of the AT Act Programs. This presentation reviewed the current performance measures, how data is collected and reported for each, and provided time for sharing about use of performance measure data and strategies for addressing low percentages.State-Level Activities Defined (2011) -- Available formats:
This document defines the 60/40 & 70/30 activities formula for AT Act grants.Federal Financial Report SF 425 Instructions (2010) -- Available formats:
This PDF explains how to complete the Federal Financial Report SF 425.AFP Administration - Policy Considerations, Recapitalization, and Underwriting Issues (2007) -- Available formats: ppt
This powerpoint provides and over view on loan program policies, recapitalization and underwriting considerations.Direct and Indirect Costs (2007) -- Available formats:
This document is a transcript from a 2007 conference call with RSA explaining direct and indirect costs for statewide AT Act programs.Risk Management for Loan Programs (2004) -- Available formats: ppt rtf
This powerpoint highlights strategies for loan programs to manage risk.Profile
How to Start a Reuse Program – Policies, Procedures, and Regulatory Issues (2009) -- Available formats:
This presentation provides an overview of the CReate program. It describes how the program got started writing policies and procedures and how the policies are currently updated. The presentation also looks at who the program is mitigating liability and the challenges that still need to be addressed.Nuts and Bolts - Feb 2007 - Operational Details of PA and ID (2007) -- Available formats:
This is a summary of a panel discussion that provides details of how the two programs operate, such as how they handle non-returned items, lending software, how they train staff and provide supports to borrowers.Legislation
2009 Telework Forum Follow-Up - July 14, 2009 (2009) -- Available formats: rtf mp3
This call provides a recap of major issues that were discussed at the 2009 Telework Forum in Arlington, VA. A presentation on the microenterprise development field was given by NATTAP. Rob Groenendaal, Brian Bard, and Jeremy Buzzell from RSA provided insight into the case-by-case evaluation standard established in the 2007 Telework Technical Assistance Circular.RSA Dear Colleague Letter- March 8, 2007 (2007) -- Available formats: pdf rtf
Regarding grant writing by AFP and Telework granteesRSA: Directions for Home Based Employment and Self-Employment (2007) -- Available formats: pdf
This presentation spells out the key considerations for telework loan programs must decide when determining if the items requested for purchase with a telework loan are with the guidelines of the program.Defining AT for Loan Programs - Teleconference - October 10, 2006 (2006) -- Available formats: rtf mp3
This call provides an overview of the Rehabilitation Services Administration Technical Assistance Circular (TAC) dated September 7, 2006 that offers a framework for AFPs to help them determine if a particular device is assistive technology for the purposes of providing a financial loan. Jeremy Buzzell of RSA is the presenter.Loans for Training, Repairs, Warranties (2005) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsTeleconferences
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 FlagsNew AFP Program Directors Conference Call Series: The Application Review Process - June 22, 2011 (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focuses on the Application Review Process. The discussion centers on tracing an application through a program's process, and the positives and "red flag" issues for which program personnel should watch.New AFP Program Directors/Lending Basics Conference Call Series: -Second call - Wednesday, May 25th at 1:00pm Eastern (2011) -- Available formats: mp3
Continuing the series for new AFP directors, this conference call focused on customer service. The scope of "customer" was explored, as well the manner in which to provide excellent customer service. The recording of this call may be reviewed, and is available here in an MP3 format.Telework Top Performers on Policies and Products - February 16, 2010 (2010) -- Available formats: rtf mp3
The top performing Telework programs discuss innovative loan products and approaches to policies they have taken to help boost the utilization of their loan funds. Strategies discussed included varied repayment schemes such as quarterly, annual or interest-only payments, as well as loan products that combine Telework funds with VR funding, SBA loans, and PASS plans.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.E-Waste and E-Recycling (2009) -- Available formats:
This presentation provides information about e-waste laws and regulations and how a program might address e-waste requirements through policies and procedures.Reuse and the New Laws (2009) -- Available formats:
This power point provides information on the state laws governing recycling. State laws vary, some with more specific requirements than others. Also this addressed what collectors need to do.
