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Topic Snapshot - Loan Processing (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot - Marketing (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: AFP/Telework Policies and Procedures (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: AFP/Telework Program Sustainability (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Boards (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Data Collection (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Essential Documents for AFP and Telework Programs (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Evaluation (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Federal Legislation and Guidance (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Financial Education (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Individual Development Accounts (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Microenterprise (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Partners (Non-lending) (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Planning (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Program Data (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Telework (2011) -- Available formats: html
Overview of resources available for this topic.Topic Snapshot: Underwriting (2011) -- Available formats: html
Overview of resources available for this topic.General
AFP Director Meeting Agenda (2013) -- Available formats: rtf
Agenda for the AFP Director meeting 2013Brag and Steal: Ideas You Can Use - VA (2013) -- Available formats: word
Presenation from the RESNA 2013 conferenceClosing Keynote: Presentation on the policy status of employment for persons with disabilities from a progressive company’s perspective. (2013) -- Available formats: ppt
Presentation from the RESNA 2013 ConferenceCurrent 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 I – Accessible Instructional Materials - What's New With AIM? (2013) -- Available formats: ppt
Presenation from the RESNA 2013 conferenceEducation Panel II – Supporting AT Use in Schools - Arizona (2013) -- Available formats: pdf ppt
Handout 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 conferenceEncouraging Self-Employment through Assistive Technology (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferenceFinancial Resources for AFPs (2013) -- Available formats: word
This document, jointly created by the GA, PA and WA loan programs, is a listing of alternate financial assistance resources.Lucky 13: Financial Independence for People with Disabilities: Report on Thirteen Years of Operation of the Alternative Financing Programs for Individuals with Disabilities (2013) -- Available formats: pdf
This data report presents cumulative data for all Alternative Financing Programs, and has a specific emphasis on Federal Fiscal years 2011-2013. If you would like additional paper copies, please contact Jason Lucian at jluciano@resna.org.Moving from Good to Great: Financial Loan Program Evolutions - Indiana (2013) -- Available formats: ppt
Presentation at the RESNA Catalyst 2013 ConferenceMoving from Good to Great: Financial Loan Program Evolutions - Indiana (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferenceMoving from Good to Great: Financial Loan Program Evolutions - Maine (2013) -- Available formats: ppt
Presentation from the RESNA Catalyst 2013 conferenceMultiple Approaches to Serving Client Needs Teleconference (2013) -- Available formats: mp3
Program representatives from PA and KY presented on their successes in providing wrap-around resources to clients and applicants to AFPs and other loan programs. Examples included highlighted the benefits of multiple funding streams to minimize hardship to those coming to us for assistance.Panel – AT Act Entities Collaborations with Employers - CT (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferencePanel – AT Act Entities Collaborations with Employers - NE (2013) -- Available formats: ppt
Presentation from the 2013 RESNA conferenceSmall Investments, Big Returns (2013) -- Available formats: pdf word
This document demonstrates the collaborations that are possible between state VR agencies and Alternative Financing Programs. The programs from Pennsylvania, Kansas, and Arkansas are highlighted.Specific Assistive Technology Solutions for Employment Success (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferenceState AT Programs share Medicaid iPad coverage initiative – OK, VT, CO (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferenceState AT Programs share Medicaid reuse initiatives – KS, OK, VT (2013) -- Available formats: ppt
Presentation from the 2013 RESNA conferenceWhat does complex medical rehab legislation mean to individuals served by State AT Programs? (2013) -- Available formats: ppt
Presentation from the RESNA 2013 conferenceAFP & Telework Quality Indicators (2012) -- Available formats: word
Quality Indicator document for Althernative Financing and Telework Loan programs.AFP Data report 2009 & 2010 Word Version (2012) -- Available formats: word
This is the MSWord version of the AFP Data document for fiscal years 2009 and 2010AFP Data Report FY 2009 & 2010 (2012) -- Available formats: pdf
Report on the annual data for Alternative Financing Programs from Fiscal Years 2009 and 2010.Data Submission for Fiscal Year 2012 (2012) -- Available formats: mp3
A recorded conference call on data submission for all AFPs for Fiscal Year 2012, with Rob Groenendaal from RSA and Ken Schellenberg from the MIS available to answer specific questions.Overcoming Medicaid’s Most Common Reasons for Saying No to Durable Medical Equipment Requests: Turning a No Into a Yes (2012) -- Available formats: word mp3
Diana Straube and Jim Sheldon of the National AT Advocacy Project present on Medicaid funding, and how to avoid common causes for denial.Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.Second AFP Grant Competition Information Call (2012) -- Available formats: mp3
Brian Bard and Rob Groenendaal of RSA speak in a second conference call about the AFP Grant competition for 2012. They discuss grant application requirements and answer questions from participants.Telework Loan Program Data Report 2009 & 2010 (2012) -- Available formats: pdf word
A report on the annual program data for Access to Telework Loan Programs from fiscal years 2009 & 2010.AFP 2010 Data (2011) -- Available formats: xls
Excel of FY2010 data for AFPAFP Data FY 2009 (2011) -- Available formats: xls
Excel of FY 2009 AFP dataAFP Definitions (2011) -- Available formats: word
Definition of AFP termsBest Practices - Lessons learned (2011) -- Available formats: ppt
Carol Fury's Best Practices presentationCFED Powerpoint (2011) -- Available formats: ppt
Powerpoint for Tom Foley's legislative updateExploring Entrepreneurship - Part II (2011) -- Available formats: word
Designed as a follow-up to the April 27th webinar on entrepreneurship, Kathy Gilman continues leading a discussion around the steps to succeed in building your own business. The logistics and how to do advanced business planning are explored.KtoC Program (2011) -- Available formats: ppt
Powerpoint of the KtoC ProgramModified Van Buyer's Guide - 2011 (2011) -- Available formats: pdf
Produced by VCI, this publication outlines the major considerations to be taken while shopping for a modified vehicle. Comparison charts of different types of modifications are included. While offering this as a resources, the RESNA Catalyst project does not endorse any type of modification or vendor, and encourages each customer to thoroughly research his or her purchase and to make an informed decision.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.Telework Definitions (2011) -- Available formats: word
This document defines some commonly seen terms related to Telework Loan Programs.WAS - IDA Presentation (2011) -- Available formats: ppt
Washington Access Fund's IDA presentation07-08 AT Act Report to Congress (2010) -- Available formats: pdf
The FY 2007-2008 report to congress on the AT Act programsTelework Raw Data 2010 (2010) -- Available formats: xls
The raw data report for Telework Loan Programs in FY10Update 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.Telework Raw Data 2009 (2009) -- Available formats: xls
This is the Telework Loan Program raw data for FY 09Telework Program: Increasing Employment Opportunities for People with Disabilities (2006) -- Available formats: pdf
A Report on the First Two years of Program Operations of the Telework Program FY 2004- FY 2005Expanding the Reach of People with Disabilities (2005) -- Available formats: other txt rtf
Report on the Third Year of Operation of the Alternative Financing Program for Individuals with DisabilitiesReports
FY 07 & 08 Annual Report to Congress (2013) -- Available formats: pdf word
This is the RSA annual report to Congress on the activities and outcomes for the AT Act Entities. This document can also be found at http://www2.ed.gov/about/reports/annual/rsa/atsg/2007-08/index.htmlLucky 13: Financial Independence for People with Disabilities: Report on Thirteen Years of Operation of the Alternative Financing Programs for Individuals with Disabilities (2013) -- Available formats: pdf
This data report presents cumulative data for all Alternative Financing Programs, and has a specific emphasis on Federal Fiscal years 2011-2013. If you would like additional paper copies, please contact Jason Lucian at jluciano@resna.org.A policy analysis of the assistive technology alternative financing program in the United States. (2012) -- Available formats: word
This article highlights the need for and impact of loan financing programs for the acquisition of assistive technology. It provides a historical presentation of the origins of credit financing for people with disabilities, with particular attention to assistive technology.AFP Data report 2009 & 2010 Word Version (2012) -- Available formats: word
This is the MSWord version of the AFP Data document for fiscal years 2009 and 2010AFP Data Report FY 2009 & 2010 (2012) -- Available formats: pdf
Report on the annual data for Alternative Financing Programs from Fiscal Years 2009 and 2010.Telework Loan Program Data Report 2009 & 2010 (2012) -- Available formats: pdf word
A report on the annual program data for Access to Telework Loan Programs from fiscal years 2009 & 2010.PROGRAM REVIEW: Lessons Learned from the First Round of Statewide AT, AFP and Telework Programs Reviews (2011) -- Available formats: word
This document provides an overview of the program review process and provides tips on how to prepare for a review.Telework data center document (2011) -- Available formats: xls
This is a compiled document of Telework Data. It includes summary information for FY 10, as well as a volume overview summary of the past 7 years.Financing Business Equipment to Increase Employment of People with Disabilities (2010) -- Available formats: pdf
This is a report on the six years of operation of the Telework Loan Programs From FY 2004 to FY 2009. Includes data about funding levels, program structure, number of loans made, types of borrowers, and types of equipment purchased. Also includes outcome data on increases in wages and maintanence of employment.Telework Report: Six Years (2010) -- Available formats: pdf
This publication reports on the the Access to Telework Loan Programs for six years, from 2004-2009. It is a comprehensive look at the activity of the Telework Loan Programs, and offers profiles of success.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.AFP Chartbook 2000-2008: Data from the Alternative Financing Program (2009) -- Available formats: html xls
March 2009Annual Report to Congress on the Assistive Technology Act, as Amended for Fiscal Year 2006 (2009) -- Available formats: pdf word
This report contains information about the history of the AT Act, Section 4 on the Statewide AT programs, and Title 3 on the Alternative Financing Programs.Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Capitalizing Ability (2009) -- Available formats: rtf
Published in the World Institute on Disability's Equity newsletter, December 2008, this looks at the promise of the microenterprise field for people with disabilities. It compares the micro approach with that of vocational rehabilitation.Opening Opportunities, Building Ownership: Fulfilling the Promise of Microenterprise in the United States (2009) -- Available formats: pdf
A report from the FIELD program of the Aspen Institute, this is a 20 year look at the accomplishments of Microenterprise programs. It identifies challenges and makes recommendations to grow the filed.Resources regarding updated IRS Form 990 (2009) -- Available formats: html
A collection of resources regarding changes to the IRS Form 990 required of nonprofit organizations. Includes samples of required policy pieces submitted by AFPs.The Language of Lending (2009) -- Available formats: ppt rtf
Teleconference held February 24, 2009 - Cheryl Fatnassi of the Vermont AFP and Patti Lind of the Iowa AFP provide an overview of terms encountered through the life of a loan, from application, to underwriting, to servicing and collections.AFP Evaluation Study by Woodstock Institute - March 19, 2008 (2008) -- Available formats: rtf mp3
Geoff Smith of the Woodstock Institute summarizes the independent evaluation report of the AFPs and discusses some of the findings in the studyAFP Program Review: RSA Program Review Manual (2008) -- Available formats: pdf rtf
This manual describes in detail the program review process and what programs are responsible for.Asset Agenda: Policy Options to Promote Savings and Asset Development by Low- and Moderate-Income Americans (2008) -- Available formats: pdf
The purpose of this report is to outline a federal public policy agenda to broaden savings and asset ownership opportunities for lower-income Americans who have limited resources at their disposal.Evaluation Study of Alternative Financing Program (2008) -- Available formats: txt rtf
Independent evaluation of the 33 AFPs that focuses on factors that lead to success and sustainability.Statewide Program Review: RSA Program Review Manual (2008) -- Available formats: pdf rtf
This is the manual provided by RSA to give guidance to statewide program concerning the program review process.Suggestions for Partnering (2008) -- Available formats: rtf
This is a summary of the discussion about strategies for partnering with the key groups - VR, Agrability, ILC, WIPa, Business Development Groups. It discussed the messages and means to communicate with these potential partners.Findings from Telework Research Projects - March 21, 2007 (2007) -- Available formats: rtf mp3
This teleconference provides an overview of the three research projects on telework and telecommuting sponsored by the U.S. Department of Labor, Office of Disability Employment Policy (ODEP). Researchers from each of the projects discuss their studies and findings to date. They also describe resources that they have produced that might be of interest to Telework loan programs.Investing AFP Grant Awards (2007) -- Available formats: rtf
Describes several low-risk investment options compliant with the requirements of the AFP grants.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.Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.National Study of People with Disabilities Who are Self-Employed (2007) -- Available formats: rtf
This study looks at demographic, economic factors associated with those individuals who have disabilites and are self employed.Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.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.Addressing the Assistive Technology Needs of Individuals with Disabilities Through Financial Loans (2006) -- Available formats: pdf rtf txt
Report on the Fourth and Fifth Years of Operation of the Alternative Financing Program for Individuals with DisabilitiesAFP 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.Alternative Finance Programs Loan Agreements (2006) -- Available formats: rtf
Based on a survey of AFP programs, this is a guide to key elements of a lender agreement covering the division of responsibilities, the structure of guarantees, and other key details.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.Lender Agreements - February 14, 2006 (2006) -- Available formats: rtf
The conference call provided AFPs an opportunity to discuss major provisions that should be included in an agreement for a loan guarantee program. Presenter Stan Provus describes the various sections of an agreement and highlights some negotiating points and specific language that could be included in AFP lender agreements. The accompanying publication, "Alternative Financing Program Loan Agreements," is available on the web.Non-AFIA IDAs - memo from Steve Fear, SSI, June 2006 (2006) -- Available formats: rtf
This memo clarifies deducting from countable earned income any earnings the individual deposits to the IDARSA 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.Telework Program: Increasing Employment Opportunities for People with Disabilities (2006) -- Available formats: pdf
A Report on the First Two years of Program Operations of the Telework Program FY 2004- FY 2005Application Kit- 2005 AFP Grants (2005) -- Available formats: rtf
From June 30, 2005 Federal RegisterAssessing the Alternative Financing Programs: Characteristics of Borrowers and Their Loans (2005) -- Available formats: rtf
This report uses case studies to look at the characteristics of borrowers from a sample of AFPs.Expanding the Reach of People with Disabilities (2005) -- Available formats: other txt rtf
Report on the Third Year of Operation of the Alternative Financing Program for Individuals with DisabilitiesFrequently 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.Washington State IDA Account Regulations (2005) -- Available formats: rtf
This document details the assets that may be purchase and who is eligible.Introduction to CDFIs (2004) -- Available formats: pdf html
Explains the world of Community Development Financing Institutions, their role in the community, and how they operate.Application Package- AFP (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Joint AFP and Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Introduction to Starting and Sustaining a Microenterprise Development Program (2003) -- Available formats: pdf
This is a training module developed by AEO that gives the history of the microdevelopment movement.Notice Inviting Applications for New Awards for FY03 (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice of Proposed Priority and changes to the application process- 2003 AFP Grants (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 20032002 Federal IDA Briefing Book: How IDAs Affect Eligibility for Federal Programs, 2002 (2002) -- Available formats: pdf
This briefing book, which was developed in conjunction with the Center on Budget and Policy Priorities (CBPP), aims to explain the t reatment of Individual Development Accounts (IDAs) in federal programs affecting low-income people.Alternative Financing Mechanisms Title III, Assistive Technology Act of 1998 First Annual Report to Congress by the U.S. Department of Education (2002) -- Available formats: pdf txt
First Annual Report to Congress on the Title III Alternative Loan Programs.Analysis of the First Year of Operation of the Federal Alternative Financing Program for Individuals with Disabilities - Providing Low Cost Loans for the Purchase of Assistive Technology - November 2002 (2002) -- Available formats: pdf rtf txt
This is a report on the alternative financing programs showing the loan activity of the first year. Includes success stories.Letter of Guidance from NIDRR August 1, 2001 (2001) -- Available formats: html
Financial Loan Program Specifications 2001Notice of Funding Priorities, 2001 (2001) -- Available formats: html pdf txt
Financial Loan Program Specifications 2001 US Dept. of Education, National Institute on Disability and Rehabilitation Research; Notice of Funding Priorities Federal Register June 13, 2001SSA Program Operating Manual for AFI and IDA Rules (2001) -- Available formats: rtf
This is the operating manual that SSA uses. It contanins the rules pertaining to AFI IDAs concerning income and benefits.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.Matrix of State Assistive Technology Loan Programs: TABLE 1. Models and Entities Involved (2000) -- Available formats: html word txt
List of loan programs and their funding levels and partners. 2000Matrix of State Assistive Technology Loan Programs: TABLE 2. Loan Fund Capacity and Loan Specifics (2000) -- Available formats: html word txt
Lists of loan programs and characteristics. 2000Matrix of State Assistive Technology Loan Programs: TABLE 3. Loan Activity for Year (2000) -- Available formats: html word txt
List of loan programs and loan volume. 2000Matrix of State Assistive Technology Loan Programs: TABLE 4. Loan Criteria (2000) -- Available formats: html word txt
List of loan programs and their criteria. 2000Negotiating with Lenders (2000) -- Available formats: html word
A guide to negotiating with a lending partner as part of the structuring of an AFP program. Discusses the various financing mechanisms available, with a description of advantages and disadvantages, as well as other services a lending partner can be contracted to perform, including loan servicing.Assistive Technology Loan Financing: A Funding Alternative of Increasing Importance (1999) -- Available formats: html word
Published in Tech Express, August 1998. Describes how loan programs were developed and operated.Sample Documents
Florida's New Horizon Fund email blast text (2010) -- Available formats: rtf
Text for E-blast from Florida Loan ProgramIllinois General Brochure for AFP andTelework Programs (2010) -- Available formats: pdf
This is a general promotional brochure for Illinois that advertises both the AFP and telework loan programMichigan Employment Loan Fund Brochure (2010) -- Available formats: pdf other
Michigan brochure advertising the Employment Loan Fund - two PDFs - one the inside the other the outsideMichigan Marketing Plan (2010) -- Available formats: rtf
This plan details both the marketing of the telework program and the AFPMinnesota's EquipALife General Brochure (2010) -- Available formats: pdf
This brochure promotes general awareness of all of EquipALife programs.Minnesota's EquipALife Telework Brochure (2010) -- Available formats: pdf
Marketing brocuhre for MinnesotaSuccess Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.Washington's WATF Telework Handout (2010) -- Available formats: pdf other
Brochure from Washington - Do you want to start a business.WATF General Handout (2010) -- Available formats: pdf other
Flyer promoting all of Washington's programsAcceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was approved by the Virginia loan program.Borderline Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was difficult to decide whether to approval or not.IDA Brochure (2009) -- Available formats: pdf other
This is a template for an IDA brochure (English and Spanish)Identity 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.Iowa IDA Brochure (2009) -- Available formats: pdf other
Sample of state brochure for IDA marketing in English and SpanishIowa IDA Poster (2009) -- Available formats: pdf other
This is a poster advertising IDAs - in English and SpanishLoan Committee - Criteria Page (2009) -- Available formats: rtf
This document describes the consumer underwriting guidelines used by the Virginia AFPMaryland 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.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 policyMichigan Telework Policies and Procedures (2009) -- Available formats: rtf
March 2009MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
This document includes the questions that Board members considered during their strategic planning Retreat.MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.Overview of Maryland's Loan Program Database (2009) -- Available formats: pdf
This overview of Maryland's database used by the loan programs was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Staffing for Microenterprise - Program Manager Position Description (2009) -- Available formats: rtf
This is a program description for a Loan Fund Progam ManagerStrategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activitiesm timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processingStrategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develope a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.The Application Review Process - Identifying Red Flags (2009) -- Available formats: rtf
This lists some common items on an application form that raise issues and caution.Unacceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was not approved by the Virginia Loan program.Utah IDA Legislation (2009) -- Available formats: pdf rtf
Utah's proposed IDA amdendmentWashington State IDA Flyer (2009) -- Available formats: pdf
This describes the IDA program in Washington. It is directed to consumers.Board Self Assessment (2008) -- Available formats: rtf
This document helps a board evaluate itself overall in terms of its responsibilities.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 2008Virginia 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
January 2008Virginia Telework Policy Manual (2008) -- Available formats: rtf
Sample policies and procedures from VirginiaWriting business plans/curriculum (2008) -- Available formats: word
This curriculum has been used by the Washington Access Fund to teach busines plan development.Board Development Tools (2007) -- Available formats: rtf
This document provides worksheets for a loan program to use to help it with recruitment of board members, for board development activities, and for board fundraising planning.Board Member Profile Checklist (2007) -- Available formats: rtf
This checklist provides a list of desireable characteristics for board members.Board Member Profile Worksheet (2007) -- Available formats: rtf
Thsi worksheet allows indnvidual board dmebers to indciate their expertise and personal data that they contribute to the board.Executive Director Position Description (2007) -- Available formats: html word
Sample postion descriptionKansas Telework Policies and Procedures (2007) -- Available formats: rtf
September 2007Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
Policies and procedures from the Kansas Telework programMarketing Outreach Strategies: Utah Assistive Technology Foundation (2007) -- Available formats: rtf html
This outline proivdes guidance to loan programs on approaching marketing - through developing a plan, collaborating with partners, ensuring statewide marketing, providing good customer service and outreaching to special populations.Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.Maryland Telework Policies and Procedures (2007) -- Available formats: rtf
July 2007Maryland Telework Policies and Procedures (2007) -- Available formats: rtf
Sample policies and procedures from the Maryland Telework Loan ProgramPresentation of Sustainability - Loan Fund Projections (2007) -- Available formats: xls
These are the projections that the Washington Access Fund made as it looked at sustainability for its loan programPresentation of Sustainability - Washington Plan (2007) -- Available formats: ppt
This presentation describes the Washington Access Fund sustainability plan that was drafted as a result of the sustainability work group.Presentation of Sustainability - Wisconsin Plan (2007) -- Available formats: rtf
This is the sustainability plan that was developed through the Sustainability work group by the Wisconsin AFP loan program.Presentation of Sustainability - WITelwork Plan (2007) -- Available formats: rtf
This is the sustainability plan that was developed through the Sustainability work group by the Wisconsin Telework loan program.Presentation of Sustainability Plans - Kansas Plan (2007) -- Available formats: rtf
This is the sustainability plan that was developed through the work group by the Kansas AFP.Prospective Board Member Information Sheet (2007) -- Available formats: rtf
This checklist provides a place for prospective new board members to list their skills and interests and expertise.Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.Session 3 Technical Assistance on Module 2 - Sample Logic Model (2007) -- Available formats: rtf
This is an example of a logic model for sustainability.The AFP Programs - January 2007, Powerpoint Presentation (2007) -- Available formats: pdf
This is the Panel presentation about the AFP program nationwide that was presented at the ATIA conference.Wisconsin Telework Policies and Procedures Manual (2007) -- Available formats: rtf
August 2007Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Independence Fund Brochure (2006) -- Available formats: pdf
Vermont loan program brochureMichigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Utah Access to Telework PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah Telework loan program.Utah Assistive Technology Foundation PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah AFPUtah General Audience Brochure (2006) -- Available formats: pdf
Utah's brochure for the AFPUtah Special Education Story (2006) -- Available formats: rtf
This is a sample story that Utah developed to promote its AFP loan fundUtah Telework and AFP Poster (2006) -- Available formats: pdf
Sample poster for the Utah loan programsVermont Brochure insert for consumer distribution (2006) -- Available formats: word
How will you cover the cost of the assistive technology you need? Insert for brochure for Vermont Independence FundVermont Brochure insert for vendor distribution (2006) -- Available formats: word
Planning to use a credit card to finance your purchase today? Insert for the Vermont Indepedence Fund brochureVermont Flyer for all disabilities (2006) -- Available formats: word
Sample flyer from the Vermont AFPVermont Flyer for children (2006) -- Available formats: word
Samaple flyer for the Vermont AFPVermont Independence Fund Poster for seniors (2006) -- Available formats: word
Sample poster aimed at seniorsVermont Independence Fund Poster with consumer (2006) -- Available formats: word
Sample poster for Vermont Independence FundWashington Hearing Aid Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington AFP on purchasing hearing aidsWashington Loan for Home and Vehicle Modifications Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing home and vehicle modifications.Washington Loans for Adaptive Rec Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing adaptive recreational devices.Washington Medical Equipment Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington regarding purchasing medical devicesWashingtonn AT Loans for Seniors Flyer (2006) -- Available formats: word
Sample flyer for Washington AFP aimed at senior citizensWyoming Poster for Children (2006) -- Available formats: other
Sample poster aimed at purchasing devices for children fromt he Wyoming AFPWyoming Poster for Seniors (2006) -- Available formats: other
Sample poster aimed at seniors from the Wyoming AFPOklahoma AT Foundation Loan Policy Manual (2005) -- Available formats: rtf
March 2005Washington Computer Loans Flyer (2005) -- Available formats: pdf
Sample flyer from Washington for computer loansWashington State IDA Account Regulations (2005) -- Available formats: rtf
This document details the assets that may be purchase and who is eligible.Helping Virginians with Disabilities- A Marketing Plan for the ATLFA (2004) -- Available formats: rtf
Virginia's plan to plan for, implement, and evaluate a marketing effort at the inception of their AFPMarketing for AFP and Telework Loan Programs (2004) -- Available formats: ppt
A presentation reporting on steps taken to market the Utah AFP and Telework programs including mass media outreach, as well as targeted marketing efforts to disability and small business entities.Estimating Monthly Expenses (2000) -- Available formats: html word
A tool to help potential borrowers understand their monthly expenses.Entrepreneurial Self-Assessment Survey (unknown) -- Available formats: rtf
Entrepreneurial Self-Assessment Survey was produced by the Women’s Initiative for Self-Employment. This tool helps would-be entrepreneurs gauge how well self-employment may work for them.Step-By Step Procedures for Processing LATAN Loan Program Applications (Louisiana) (unknown) -- Available formats: rtf
This is an example of a loan program operating manual from Louisiana.The Life Cycle of a WATF Loan (Washington) (unknown) -- Available formats: rtf
This is an example of a loan program operating manual from Washington..WATF Application and FAQs for Matched Savings Accounts (unknown) -- Available formats: external
This describes Washington State's matched savings accountsWisconsin Telework Loan Program Procedures (unknown) -- Available formats: rtf
This is an example of a loan program operating manual from Wisconsin.Toolkits
Access to Telework Programs Data Collection Instrument (SF 687) and Instructions (2011) -- Available formats: word
This is the data collection instrument and insructions that the Telework Financial Loan Programs use to report annual data. Approved November 2011.Annual Report for Alternative Financing Programs (SF 662) (2011) -- Available formats: word
This is the data collection instrument and instructions that Alternative Financing Programs use to report annual data. Approved July 2011.Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.AFP Program Review: Interactive Preparation Guide (2009) -- Available formats: html
An AFP can use this guide to walk through the review process step by step.Assessing Organizational Readiness (2009) -- Available formats: pdf
This is an assessment survey that businesses and potential clients complete when a microlender is considering starting in a community. It has a list of potential services that could be offered by the microlender.Loan Committee - Criteria Page (2009) -- Available formats: rtf
This document describes the consumer underwriting guidelines used by the Virginia AFPMDO Funding Resources Sheet (2009) -- Available formats: pdf
This chart provides a list of the major fuunding sources for microdevelopment loans.MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.Statewide Program Review: Interactive Preparation Guide (2009) -- Available formats: ppt html
A PowerPoint-based interactive guide to the program review processStatewide Program Review: Self- Assessment tool (2009) -- Available formats: rtf
Provides an overview of the steps required to prepare for program reviewThe Application Review Process - Identifying Red Flags (2009) -- Available formats: rtf
This lists some common items on an application form that raise issues and caution.Board Self Assessment (2008) -- Available formats: rtf
This document helps a board evaluate itself overall in terms of its responsibilities.Comparison of AFP and Telework Data Elements (2008) -- Available formats: rtf
This provides an overview of the differences between the AFP and the Telework data that is now required.Development of Action Plans - Worksheets (2008) -- Available formats: rtf
This series of worksheets provides a tool for loan programs to organize their activities when planning growth and partnerships for the telework loan program.Individual Board Member Self Evaluation (2008) -- Available formats: rtf
This Self-Evaluation form allows individual members of the board asess their own strengthes in relation to the board and its responsibilities.New Board Member Orientation Checklist (2008) -- Available formats: rtf
This provides a list of topics that could be covered during an orientation for new board members.Program Review Self-Assessment Tool for Alternative Financing and Telework Programs (2008) -- Available formats: rtf
Provides an overview of the steps required to prepare for program review for AFP and Telework programs.Telework Data Reporting Points (2008) -- Available formats: rtf
This lists the data elements in the new Telework data collection instrument.Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
This list summarizes the key points about building a board, from recruting, to orienting new members, to communication strategies taht work.AFP Administration - Policy Considerations (2007) -- Available formats: rtf
This handout looks at loan loss reserves and risk rating of the portfolio.Board Development Tools (2007) -- Available formats: rtf
This document provides worksheets for a loan program to use to help it with recruitment of board members, for board development activities, and for board fundraising planning.Board Development Worksheets (2007) -- Available formats: rtf
These worksheet can be used by loan programs to identify potential board members and potential ways that the board can be organized.Board Member Profile Checklist (2007) -- Available formats: rtf
This checklist provides a list of desireable characteristics for board members.Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.Self Assessment Tool for Individuals Considering Home-Based Employment (2007) -- Available formats: rtf
This is a questionnaire for an individuals to use when considering self employment It includes a look at the individual's knowledge and skills and interest.Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion PlansUnderwriting/Evaluation Guidelines for Microenterprise and Small Business Loans (2007) -- Available formats: rtf
This document provides guidance for loan programs undewriting telework loand for self employment. Underwriting looks at financial and credit data, the personnel of the business, collateral, and repayment ability.Application Kit- 2005 AFP Grants (2005) -- Available formats: rtf
From June 30, 2005 Federal RegisterEfficiency Evaluations of Loan Funds and Microenterprise Loan Program Efficiency Performance Benchmarks (2004) -- Available formats: rtf
Loan program effectiveness measuresPerformance Evaluation Tools and Formulas (2004) -- Available formats: rtf
A tool to understand empirical measures of program effectiveness and stability covering topics including portfolio management and program expense and income measurement.Risk Management - Worksheets (2004) -- Available formats: rtf
This document provides sevaral ways to approach collections and risk rating of loans.System of Self-Evaluation for Loan Programs (2004) -- Available formats: rtf
Covering effective asset quality, usage, investment effectiveness, and other measures.Application Package- AFP (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Joint AFP and Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice Inviting Applications for New Awards for FY03 (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice of Proposed Priority and changes to the application process- 2003 AFP Grants (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Checklist of Major Program Areas and Activities (2002) -- Available formats: html
Checklist of Major Program Areas and Activities for Financial Loan Programs.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.Notice of Funding Priorities, 2001 (2001) -- Available formats: html pdf txt
Financial Loan Program Specifications 2001 US Dept. of Education, National Institute on Disability and Rehabilitation Research; Notice of Funding Priorities Federal Register June 13, 2001Estimating Monthly Expenses (2000) -- Available formats: html word
A tool to help potential borrowers understand their monthly expenses.Entrepreneurial Self-Assessment Survey (unknown) -- Available formats: rtf
Entrepreneurial Self-Assessment Survey was produced by the Women’s Initiative for Self-Employment. This tool helps would-be entrepreneurs gauge how well self-employment may work for them.Marketing Materials
Florida's New Horizon Fund email blast text (2010) -- Available formats: rtf
Text for E-blast from Florida Loan ProgramIllinois General Brochure for AFP andTelework Programs (2010) -- Available formats: pdf
This is a general promotional brochure for Illinois that advertises both the AFP and telework loan programMichigan Employment Loan Fund Brochure (2010) -- Available formats: pdf other
Michigan brochure advertising the Employment Loan Fund - two PDFs - one the inside the other the outsideMichigan Marketing Plan (2010) -- Available formats: rtf
This plan details both the marketing of the telework program and the AFPMinnesota's EquipALife General Brochure (2010) -- Available formats: pdf
This brochure promotes general awareness of all of EquipALife programs.Minnesota's EquipALife Telework Brochure (2010) -- Available formats: pdf
Marketing brocuhre for MinnesotaSuccess Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.Washington's WATF Telework Handout (2010) -- Available formats: pdf other
Brochure from Washington - Do you want to start a business.WATF General Handout (2010) -- Available formats: pdf other
Flyer promoting all of Washington's programsAssistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.IDA Brochure (2009) -- Available formats: pdf other
This is a template for an IDA brochure (English and Spanish)Iowa IDA Brochure (2009) -- Available formats: pdf other
Sample of state brochure for IDA marketing in English and SpanishIowa IDA Poster (2009) -- Available formats: pdf other
This is a poster advertising IDAs - in English and SpanishTelework Top Performers on Marketing - November 18, 2009 (2009) -- Available formats: rtf mp3
The top performing Telework programs have been engaged in a series of discussions to define effective practices and key components of successful programs. During this call, the group shared an overview of its findings with all of the Telework programs, and addressed specific suggestions around marketing.Washington State IDA Flyer (2009) -- Available formats: pdf
This describes the IDA program in Washington. It is directed to consumers.Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.Suggestions for Partnering (2008) -- Available formats: rtf
This is a summary of the discussion about strategies for partnering with the key groups - VR, Agrability, ILC, WIPa, Business Development Groups. It discussed the messages and means to communicate with these potential partners.Board Development Worksheets (2007) -- Available formats: rtf
These worksheet can be used by loan programs to identify potential board members and potential ways that the board can be organized.Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.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.Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.Marketing - Branding Work Group Teleconference - November 5, 2007, Transcript (2007) -- Available formats: rtf mp3
This call explores the challenges of marketing the telework program and provides a discussion of possible name changes or the addition of a tag line.Marketing Outreach Strategies: Utah Assistive Technology Foundation (2007) -- Available formats: rtf html
This outline proivdes guidance to loan programs on approaching marketing - through developing a plan, collaborating with partners, ensuring statewide marketing, providing good customer service and outreaching to special populations.Marketing Toolkit for AT Loan Programs (2007) -- Available formats: rtf
Offers a comprehensive guide to creating a marketing plan for a loan program. Steps covered include the identification of the features and benefits offered by a program, the creation of a brand, description of a target market, and steps to reach that market.Marketing Toolkit for AT Loan Programs - August 2007 (2007) -- Available formats: rtf
This toolkit summarizes information from the marketing series. It includes relevant worksheets and sample marketing plan.National Study of People with Disabilities Who are Self-Employed (2007) -- Available formats: rtf
This study looks at demographic, economic factors associated with those individuals who have disabilites and are self employed.Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
This worksheet helps programs see where their program fits in the marketplace.Resources for Providing Loans for Home-Based Employment (2007) -- Available formats: rtf
This summarizes the findings of the MITE research and lists possible sources of employers intrested in employing teleworkers.Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion PlansThe AFP Programs - January 2007, Powerpoint Presentation (2007) -- Available formats: pdf
This is the Panel presentation about the AFP program nationwide that was presented at the ATIA conference.Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list themDeveloping a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.Independence Fund Brochure (2006) -- Available formats: pdf
Vermont loan program brochureUtah Access to Telework PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah Telework loan program.Utah Assistive Technology Foundation PSA (2006) -- Available formats: word
This is a script for a radio PSA from the Utah AFPUtah General Audience Brochure (2006) -- Available formats: pdf
Utah's brochure for the AFPUtah Special Education Story (2006) -- Available formats: rtf
This is a sample story that Utah developed to promote its AFP loan fundUtah Telework and AFP Poster (2006) -- Available formats: pdf
Sample poster for the Utah loan programsVermont Brochure insert for consumer distribution (2006) -- Available formats: word
How will you cover the cost of the assistive technology you need? Insert for brochure for Vermont Independence FundVermont Brochure insert for vendor distribution (2006) -- Available formats: word
Planning to use a credit card to finance your purchase today? Insert for the Vermont Indepedence Fund brochureVermont Flyer for all disabilities (2006) -- Available formats: word
Sample flyer from the Vermont AFPVermont Flyer for children (2006) -- Available formats: word
Samaple flyer for the Vermont AFPVermont Independence Fund Poster for seniors (2006) -- Available formats: word
Sample poster aimed at seniorsVermont Independence Fund Poster with consumer (2006) -- Available formats: word
Sample poster for Vermont Independence FundWashington Hearing Aid Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington AFP on purchasing hearing aidsWashington Loan for Home and Vehicle Modifications Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing home and vehicle modifications.Washington Loans for Adaptive Rec Flyer (2006) -- Available formats: pdf
Sample flyer from Washignton AFP regarding purchasing adaptive recreational devices.Washington Medical Equipment Loans Flyer (2006) -- Available formats: pdf
Sample flyer from Washington regarding purchasing medical devicesWashingtonn AT Loans for Seniors Flyer (2006) -- Available formats: word
Sample flyer for Washington AFP aimed at senior citizensWyoming Poster for Children (2006) -- Available formats: other
Sample poster aimed at purchasing devices for children fromt he Wyoming AFPWyoming Poster for Seniors (2006) -- Available formats: other
Sample poster aimed at seniors from the Wyoming AFPAssessing the Alternative Financing Programs: Characteristics of Borrowers and Their Loans (2005) -- Available formats: rtf
This report uses case studies to look at the characteristics of borrowers from a sample of AFPs.Washington Computer Loans Flyer (2005) -- Available formats: pdf
Sample flyer from Washington for computer loansEffective Strategies for Marketing AFP and Telework Programs - summary of discussion (2004) -- Available formats: pdf rtf
Summarizing findings from a discussion of several programs on marketing strategies, this document provides a list of marketing vehicles, and audiences identified by the panelists.Helping Virginians with Disabilities- A Marketing Plan for the ATLFA (2004) -- Available formats: rtf
Virginia's plan to plan for, implement, and evaluate a marketing effort at the inception of their AFPMarketing for AFP and Telework Loan Programs (2004) -- Available formats: ppt
A presentation reporting on steps taken to market the Utah AFP and Telework programs including mass media outreach, as well as targeted marketing efforts to disability and small business entities.Independence is Priceless and Other Thoughts on Marketing Your Program (2000) -- Available formats: html word
Steps to building a marketing planWATF Application and FAQs for Matched Savings Accounts (unknown) -- Available formats: external
This describes Washington State's matched savings accountsTraining Materials
Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.Loan Closing and Servicing - January 12, 2010 (2010) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP explains the processes that take place as a loan is closed, and serviced. She will explain key documents and steps including booking a loan, securing collateral and disbursing funds. Dealing with missed payments will also be addressed from the perspective of both a guarantor and direct lenderLoan Closing and Servicing Powerpoint - January 12, 2010 (2010) -- Available formats: ppt
This powerpoint includes information on loan closing options, loan servicing such as qualty control and perfecting interest in collateral as well as a discussion of what to do when there are late payments andcollateral losses. It also includes loan modifications and loan workouts.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.Curricula used by AFPS to provide Financial Literacy education (2009) -- Available formats: rtf
Describes Financial Literacy curricula used, in matrix form showing accessibility, and origin of each.Curricula used by AFPS to provide Financial Literacy education (2009) -- Available formats: rtf
This lists the curricula that various loan programs use or have developed for financial literacy training.Customer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.Developing the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.Developing the Strategic Plan - February 10, 2009 - Power Point (2009) -- Available formats: ppt
Thsi power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordiantor, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be approriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.Introduction to Microenterprise Development (2009) -- Available formats: rtf ppt
This provides an overview of the microenterprise field, a history, typical businesses, case examples of businesses, challenges and pitfalls. It also looks at funding for these loan programs, the MicroTest program, and trends for growth in the industry.Loan Committees and the Approval Decision - October 14, 2009 (2009) -- Available formats: rtf mp3
Christy Crowther of Virginia’s New Well Fund discussed the process of sending applications for review to the loan committee and how the loan review committee makes its decisions. She shared an application summary sheet as well as a guide to the underwriting standards used by the committee and explained how her program ensures that loan review committee members are able to render informed decisions about loan applications.Possible Sources for Financial Literacy Education Funding (2009) -- Available formats: rtf
Funding sources as identified by users of the Community Development Banking listservPreparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.Preparing for Strategic Planning - January 13, 2009 - Power Point (2009) -- Available formats: ppt
This presentation looks at the benefits of strategic planning, the concerns that need to be adressed, who should participate in the process and specifics about planning for an event.The Application Review Process - August 11, 2009 (2009) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP covered the process of reviewing and confirming financial and personal data contained in loan applications. She guided participants through the basics of getting applications in ensuring their readiness for review.The Application Review Process - Powerpoints (2009) -- Available formats: ppt
This power point convers the steps in the review process, evaluatingthe borrower, calculating ratios and collateral values, evaluating credit reports, how to spot red flags, and finally making the loan decision.WATF Business Planning Curriculum (2009) -- Available formats: word
This curriculum is used by Washington Access Fund to prepare potential borrowers to develop a business plan.WATF Business Planning Curriculum Presentation (2009) -- Available formats: rtf mp3
In this presentation, Kathy Gilman of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Wealth Building for Persons with Disabilities - by Abby Cooper (2009) -- Available formats: ppt
This provides an overview of the importance of building assets for people with disabilities.AFP and Telework Program Review (2008) -- Available formats: ppt
Thsi power point describes the new program review process for AFP and Telework programs.AFP Program Review: RSA Powerpoint Presentation (2008) -- Available formats: ppt
This describes the program review process presented in May 2008Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 - Power Point (2008) -- Available formats: ppt
This presentation summarizes the earlier sessions - who are the key players by role and resposibility and area of expertise. It also looks at the role of the committees and sub committees, the expectations for board partnerships and fundraising activities.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 - Power Point (2008) -- Available formats: ppt
This presentation describes how a loan program board can be strengthened through targeted recruitment of new members to the board, how to orient those new members, and how to organize the board around committess and workgroups.Comparison of AFP and Statewide AT Program Data Collection (2008) -- Available formats: rtf
This document compares the statewide At program data collection state financing section with the new data collectioon system for AFPs.Data Collection Instrument for Telework Programs (2008) -- Available formats: ppt
This powerpoint describes the new data collection system for Telework Programs.Data Collection Instrument for Telework Programs (2008) -- Available formats: ppt
This presentation describes the new Telework data collection instrument and compares it to the AFP instrumentNew Board Member Orientation Checklist (2008) -- Available formats: rtf
This provides a list of topics that could be covered during an orientation for new board members.New Data Collection System for AFP (2008) -- Available formats: ppt
This power point describes the new data collection system that will be used by AFPs loan programs.New Data Collection System for AFP (2008) -- Available formats: ppt
This presentation provides an overview of the AFP data collection instruments.Overview of the AT Act - December 8, 2008 (2008) -- Available formats: rtf mp3
This teleconference provides an overview of the AT Act and the programs created under it. Particular emphasis is placed on the alternative financing programsOverview of the AT Act - Power Point (2008) -- Available formats: ppt
This power point provides an overview for new loan program personnel of the AT Act program as a whole and the part that the alternative financing programs play.Statewide Program Review: RSA Powerpoint Presentation (2008) -- Available formats: rtf ppt
As presented at the May, 2008 conference in Salt Lake CityTeaching how to write business plansTelework Call - December 15, 2008, Transcript (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Telework Data Collection Instrument and Instructions (draft) (2008) -- Available formats: rtf
This is the draft data collection instrument for the Telework programsTitle III AFP Data Collection Instrument and Instructions (draft) (2008) -- Available formats: rtf
This is the draft data collection instrument and instructions for the AFPsWashington's Curriculum on Writing Business Plans - Teleconference - December 15, 2008 (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation will introduce a curriculum she has developed, aimed at helping start up home-based businesses write their business plans. The Workbook referred to during the call is available in the Grantees Only section of the site.Writing business plans/curriculum (2008) -- Available formats: word
This curriculum has been used by the Washington Access Fund to teach busines plan development.AFP Administration - Policy Considerations (2007) -- Available formats: rtf
This handout looks at loan loss reserves and risk rating of the portfolio.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.Board Development (2007) -- Available formats: ppt
This power point provides information on the composition of a board, how to recruit board members and retain them, the member ship of the board, and how to use subcommittees.Board Development Tools (2007) -- Available formats: rtf
This document provides worksheets for a loan program to use to help it with recruitment of board members, for board development activities, and for board fundraising planning.Board Development Worksheets (2007) -- Available formats: rtf
These worksheet can be used by loan programs to identify potential board members and potential ways that the board can be organized.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 (2007) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 - Power Point (2007) -- Available formats: ppt
This presentation describes the different between a govering board and an advisory board. It describes the importance of recruiting proper board members, what the functions of the various members on the baord could be, and how to delineate what skils and qualities new board members could have.Consumer Financial Lieracy - Teleconference - November 14, 2006 (2007) -- Available formats: rtf mp3
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,” a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.Session 1 Planning to Plan, Building a Sustainable Initiative, Powerpoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation discusses the importance to plan for sustainability and introduces the process that will be followed. It includes a self assessment and writing a logic model.Session 1 Planning to Plan, Building a Sustainable Initiative, Transcript (2007) -- Available formats: rtf mp3
This introductory sesson describes the process that will be used to develop a plan for sustainability.Session 2 Technical Assistance on Modules 1 and 2, PowerPoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation introduces how to develop a vision and results orientation. It provides assistance in completing the Module 2 worksheets.Session 2 Technical Assistance on Modules 1 and 2, Transcript (2007) -- Available formats: rtf mp3
This presentation allows the loan programs to personalize the planning process for sustainability.Session 3 Technical Assistance on Module 2 - Logic Model, transcript (2007) -- Available formats: rtf mp3
This looks at the elements of a logic model and how to develop one as part of the plan for sustainability.Session 4 Creating a Strategic Financing Plan - Module 3, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation provides guidance for clarifying what financing is needed and how to project costs. It also suggests some funding sources.Session 4 Creating a Strategic Financing Plan - Module 3, Transcript (2007) -- Available formats: rtf mp3
This session explores what is needed for financing sustainability. It looks at how to project costs and find possible funding sources.Session 5 Technical Assistance on Module 3 - Creating a Strategic Financing Plan (2007) -- Available formats: rtf mp3
This session addresses the components of a financial plan and relates them to a financial loan program.Session 6 Building Organizational Capacity and Community Support - Module 4, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation looks at the resources that are available in the community to assist in sustainability planning. It includes the use of an environmental scan and the identification of key champions.Session 6 Building Organizational Capacity and Community Support - Module 4, Transcript (2007) -- Available formats: rtf mp3
This session looks at the resources that are available in the community to assist in sustainability planning.Session 7 Developing and Writing the Plan - Module 5, PowerPoint (2007) -- Available formats: ppt rtf
This presentation describes how the various components can be compiled to develop a plan for sustainability. It looks at milestones, writing a draft, and determining the use of the plan wiht investors and decisionmakers.Session 7 Developing and Writing the Plan - Module 5, Transcript (2007) -- Available formats: rtf mp3
This session pulls from information discussed in the earlier modules to create the sustainability plan.Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Building Your Financial Future (2006) -- Available formats: ppt rtf
Michigan Financial Literacy Training CurriculumCurriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Making Smart Choices (2006) -- Available formats: rtf
Alpha One's financial literacy curriculum, November 2006Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”Loan Processing - The Application (2004) -- Available formats: pdf txt
This is a step by step look at how the loan application process begins the relationship with the borrower.Loan Processing - Credit Reports (2004) -- Available formats: pdf txt
This is an indepth look at credit reports and how to evaluate themLoan Processing - Loan Decision Making (2004) -- Available formats: pdf txt
This presentation looks at the factors to consider when determining whether to approvel a loan applicationRisk Management for Loan Programs (2004) -- Available formats: ppt rtf
This powerpoint highlights strategies for loan programs to manage risk.Introduction to Starting and Sustaining a Microenterprise Development Program (2003) -- Available formats: pdf
This is a training module developed by AEO that gives the history of the microdevelopment movement.Success Stories
Small Investments, Big Returns (2013) -- Available formats: pdf word
This document demonstrates the collaborations that are possible between state VR agencies and Alternative Financing Programs. The programs from Pennsylvania, Kansas, and Arkansas are highlighted.Success Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.Profile
Alabama AFPTele Profile (2012) -- Available formats: rtf
Profile for Alabama AFP Financial Loan ProgramArizona AFPTele Profile (2012) -- Available formats: rtf
Profile for Arizona AFP and Telework Financial Loan ProgramsArkansas AFPTele Profile (2012) -- Available formats: rtf
Profile for Arkansas AFP Financial Loan ProgramDelaware AFPTele Profile (2012) -- Available formats: rtf
Profile for Delaware AFP and Telework Financial Loan ProgramsFlorida AFPTele Profile (2012) -- Available formats: rtf
Profile for Florida AFP and Telework Financial Loan ProgramsGeorgia AFPTele Profile (2012) -- Available formats: rtf
Profile for Georgia AFP Financial Loan ProgramGuam AFPTele Profile (2012) -- Available formats: rtf
Profile for Guam AFP and Telework Financial Loan ProgramsIllinois AFPTele Profile (2012) -- Available formats: rtf
Profile for Illinois AFP and Telework Financial Loan ProgramsIowa AFPTele Profile (2012) -- Available formats: rtf
Profile for Iowa AFP and Telework Financial Loan ProgramsKansas AFPTele Profile (2012) -- Available formats: rtf
Profile for Kansas AFP and Telework Financial Loan ProgramsKentucky AFPTele Profile (2012) -- Available formats: rtf
Profile for Kentucky AFP Financial Loan ProgramLouisiana AFPTele Profile (2012) -- Available formats: rtf
Profile for Louisiana AFP Financial Loan ProgramMaine AFPTele Profile (2012) -- Available formats: rtf
Profile for Maine AFP Financial Loan ProgramMaryland AFPTele Profile (2012) -- Available formats: rtf
Profile for Maryland AFP and Telework Financial Loan ProgramsMassachusetts AFPTele Profile (2012) -- Available formats: rtf
Profile for Massachusetts AFP Financial Loan ProgramMichigan AFPTele Profile (2012) -- Available formats: rtf
Profile for Michigan AFP and Telework Financial Loan ProgramsMinnesota AFPTele Profile (2012) -- Available formats: rtf
Profile for Minnesota AFP and Telework Financial Loan ProgramsMissouri AFPTele Profile (2012) -- Available formats: rtf
Profile for Missouri AFP and Telework Financial Loan ProgramsNebraska AFPTele Profile (2012) -- Available formats: rtf
Profile for Nebraska AFP and Telework Financial Loan ProgramsNevada AFPTele Profile (2012) -- Available formats: rtf
Profile for Nevada AFP Financial Loan ProgramNew Mexico AFPTele Profile (2012) -- Available formats: rtf
Profile for New Mexico AFP and Telework Financial Loan ProgramsNorth Dakota AFPTele Profile (2012) -- Available formats: rtf
Profile for North Dakota AFP Financial Loan ProgramNorthern Marianas AFPTele Profile (2012) -- Available formats: rtf
Profile for Northern Marianas AFP Financial Loan ProgramOklahoma AFPTele Profile (2012) -- Available formats: rtf
Profile for Oklahoma AFP and Telework Financial Loan ProgramsPennsylvania AFPTele Profile (2012) -- Available formats: rtf
Profile for Pennsylvania AFP Financial Loan ProgramSouth Carolina AFPTele Profile (2012) -- Available formats: rtf
Profile for South Carolina AFP and Telework Financial Loan ProgramsUtah AFPTele Profile (2012) -- Available formats: rtf
Profile for Utah AFP and Telework Financial Loan ProgramsVermont AFPTele Profile (2012) -- Available formats: rtf
Profile for Vermont AFP Financial Loan ProgramVirgin Islands AFPTele Profile (2012) -- Available formats: rtf
Profile for Virgin Islands AFP Financial Loan ProgramVirginia AFPTele Profile (2012) -- Available formats: rtf
Profile for Virginia AFP and Telework Financial Loan ProgramsWashington AFPTele Profile (2012) -- Available formats: rtf
Profile for Washington AFP and Telework Financial Loan ProgramsWisconsin AFPTele Profile (2012) -- Available formats: rtf
Profile for Wisconsin AFP and Telework Financial Loan ProgramsWyoming AFPTele Profile (2012) -- Available formats: rtf
Profile for Wyoming AFP Financial Loan ProgramMicroMentor Overview (2010) -- Available formats: pdf
This document provides an overview of the Micr mentor program to match experienced business professionals with individuals just starting a business.MicroMentor Match Story (2010) -- Available formats: pdf
This is a profile of a mentor and a mentee and how the partnership helped a new business improve.Success Story: Illinois: Angel's Place of Cicero (2010) -- Available formats: rtf
Successful entrepreneur from Illinois.Comparative Profiles of Three Microenterprise Development Organizations (MDOs) (2009) -- Available formats: rtf
This chart looks at three microlenders and compares them. The three programs are : GANE, Gulf Coast, and WATFGetting Ready for Telework One-Year Follow Up Surveys - August 19, 2009 (2009) -- Available formats: rtf mp3
Kathy Meisner-Altman of Wisconsin, Milissa Gofourth from Oklahoma and Kathy Gilman of Washington described how their programs are planning to collect, or have collected one-year follow up data on current Telework borrowers. The discussion centered about required data elements, but also explored additional questions that might be asked of borrowers.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.Overview of Maryland's Loan Program Database (2009) -- Available formats: pdf
This overview of Maryland's database used by the loan programs was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Overview of Microenterprise Organizations (2009) -- Available formats: rtf ppt
This provides the background of the microenterprise field and explores how the Telework Programs are part of this field in that the programs serve similar client bases, provide similar typical loans, and are organized similarly.Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.Kansas Assistive Technology Cooperative (2008) -- Available formats: rtf
This presentaton describes the relationship of the Kansas loan program with its Small Business Development Center. The SBDC provides business plan development for the Telework applicants.MicroLenders (2008) -- Available formats: ppt
This presentation describes the microlender programs in the country, the typical lenders and their services. It also looks a the demographics of the borrowers of micro lenders.New Mexico SEEDLoans (2008) -- Available formats: ppt
Thhis presentation describes the close relationship and partanership that the SEEDLoans program has with the New Mexico VR program. It describes how VR support borrowers and also describes current road blocks.Overview of the Telework Program (2008) -- Available formats: ppt
This provides a brief overview of the Telework Program, when it started and the programs that provide loans. It also describes one loan program, the Oklahoma ATF, in more detailResources for Providing Loans for Home-Based Employment (2007) -- Available formats: rtf
This summarizes the findings of the MITE research and lists possible sources of employers intrested in employing teleworkers.Session 8 Presentation of Sustainability Plans (2007) -- Available formats: rtf mp3
This session is the final session of the sustainability plannning session. Three loan programs present their plans for sustainability that they developed over the course of the several months.Counseling Business Start-ups in Illinois: Small Business Development Center (2004) -- Available formats: ppt rtf
An introduction to the potential partnerships between Telework programs and Small Business Development Centers (SBDCs)Running Efficient Loan Programs: Kentucky AT Loan Corporation (2004) -- Available formats: ppt rtf
Kentucky Assistive Technology Loan Corporation outline's their program's structure, including cost and income.Expanding Saving Options for Persons with Disabilities through the Establishment of Individual Development Accounts (2000) -- Available formats: html ppt txt
Describes the use of IDAs for people with disabilities, and provides information on several state-level efforts to create IDAs for the funding of Assistive TechnologyLegislation
FY 07 & 08 Annual Report to Congress (2013) -- Available formats: pdf word
This is the RSA annual report to Congress on the activities and outcomes for the AT Act Entities. This document can also be found at http://www2.ed.gov/about/reports/annual/rsa/atsg/2007-08/index.htmlUpdate 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.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.Annual Report to Congress on the Assistive Technology Act, as Amended for Fiscal Year 2006 (2009) -- Available formats: pdf word
This report contains information about the history of the AT Act, Section 4 on the Statewide AT programs, and Title 3 on the Alternative Financing Programs.Utah IDA Legislation (2009) -- Available formats: pdf rtf
Utah's proposed IDA amdendmentEducation Department General Administrative Regulations (EDGAR) (2008) -- Available formats: pdf
These are the regulations that all Department of Education grantees follow.Evaluation Study of Alternative Financing Program (2008) -- Available formats: txt rtf
Independent evaluation of the 33 AFPs that focuses on factors that lead to success and sustainability.CBO Subject to Audit (2007) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsRSA Dear Colleague Letter- March 8, 2007 (2007) -- Available formats: pdf rtf
Regarding grant writing by AFP and Telework granteesRSA 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.RSA: 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.State Funds/Public Funds and Federal Funds (2007) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsAddressing the Assistive Technology Needs of Individuals with Disabilities Through Financial Loans (2006) -- Available formats: pdf rtf txt
Report on the Fourth and Fifth Years of Operation of the Alternative Financing Program for Individuals with DisabilitiesConsumer Counseling (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsDefining 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.Grant Funds used for Resource Development - Fund Raising (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsGrant Funds used for Resource Development - Grant Writing (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsInsuring AFP Funds (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsInvesting in Stocks (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsRSA 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.Separate Account for Each Grant (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsTelework Program: Increasing Employment Opportunities for People with Disabilities (2006) -- Available formats: pdf
A Report on the First Two years of Program Operations of the Telework Program FY 2004- FY 2005Use of Grant Funds to Pay for Audit (2006) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsApplication Kit- 2005 AFP Grants (2005) -- Available formats: rtf
From June 30, 2005 Federal RegisterDevice Leasing Program (2005) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsExpanding the Reach of People with Disabilities (2005) -- Available formats: other txt rtf
Report on the Third Year of Operation of the Alternative Financing Program for Individuals with DisabilitiesInterest Income (2005) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsInvestment of Funds (2005) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsLoans for Training, Repairs, Warranties (2005) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsMatch Funds (2005) -- Available formats: html
Questions of Interest - Highlights from the Loan Program Listserv DiscussionsNotice Inviting Applications for New Awards for FY05- AFP (2005) -- Available formats: pdf txt
From the Federal Register June 30, 2005Washington State Seed Act - RCW 43.31.450 - 2005 (2005) -- Available formats: rtf
This is Washington state legislation estabishing individual development accountsOMB Circular A-122, Cost Principles for Non-Profit Organizations (05/10/2004) (2004) -- Available formats: pdf html
Non-Profit Organizations follow: A-122 for cost principles, Relocated to 2 CFR, Part 230 (362k) A-110 for administrative requirements A-133 for audit requirementsOMB Circular A-21, Cost Principles for Educational Institutions (05/10/2004) (2004) -- Available formats: pdf html external
This Circular establishes principles for determining costs applicable to grants, contracts, and other agreements with educational institutions. The principles deal with the subject of cost determination, and make no attempt to identify the circumstances or dictate the extent of agency and institutional participation in the financing of a particular project. Educational Institutions (even if part of a State or local government) follow: A-21 for cost principles, Relocated to 2 CFR, Part 220 (384k) A-110 for administrative requirements, Relocated to 2 CFR, Part 215 (280k) A-133 for audit requirementsOMB Circular A-87, Cost Principles for State, Local and Indian Tribal Governments (05/10/2004) (2004) -- Available formats: pdf html
States, local governments, and Indian Tribes follow: A-87 for cost principles, Relocated to 2 CFR, Part 225 (362k) A-102 for administrative requirements A-133 for audit requirementsApplication Package- AFP (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Joint AFP and Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice Inviting Applications for New Awards for FY03 (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice of Proposed Priority and changes to the application process- 2003 AFP Grants (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003. (2003) -- Available formats: txt
Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003.Alternative Financing Mechanisms Title III, Assistive Technology Act of 1998 First Annual Report to Congress by the U.S. Department of Education (2002) -- Available formats: pdf txt
First Annual Report to Congress on the Title III Alternative Loan Programs.Letter of Guidance from NIDRR August 1, 2001 (2001) -- Available formats: html
Financial Loan Program Specifications 2001Notice of Funding Priorities, 2001 (2001) -- Available formats: html pdf txt
Financial Loan Program Specifications 2001 US Dept. of Education, National Institute on Disability and Rehabilitation Research; Notice of Funding Priorities Federal Register June 13, 2001Questions and Answers regarding the 2001 RFP for alternative loan program (2001) -- Available formats: html
Questions and Answers related to the June 13, 2001 RFPSSA Program Operating Manual for AFI and IDA Rules (2001) -- Available formats: rtf
This is the operating manual that SSA uses. It contanins the rules pertaining to AFI IDAs concerning income and benefits.Financial Loan Program Specifications 2000 (2000) -- Available formats: pdf other
US Dept. of Education, National Institute on Disability and Rehabilitation Research; Notice of Funding Priorities Federal Register June 5, 2000Assistive Tecnology Act of 1998 (1999) -- Available formats: pdf txt
Assistive Technology Act legislation - full statuteEssential Documents
2013 Technical Assistance Plan for Loan Programs (2012) -- Available formats: word
The RESNA Catalyst project has developed this technical assistance plan for AT Act funded loan program. This is subject to change as needed to meet the evolving needs of all AT Act funded entities.2013 Technical Assistance Plan for Statewide AT Act Programs (2012) -- Available formats: word
The RESNA Catalyst project has developed this technical assistance plan for Statewide AT Act funded programs. This is subject to change as needed to meet the evolving needs of all AT Act funded entities.A policy analysis of the assistive technology alternative financing program in the United States. (2012) -- Available formats: word
This article highlights the need for and impact of loan financing programs for the acquisition of assistive technology. It provides a historical presentation of the origins of credit financing for people with disabilities, with particular attention to assistive technology.Quality Indicators for Financial Loan Programs (2012) -- Available formats: mp3
The RESNA Catalyst Project discusses the recently-developed Quality Indicator statements for financial loan programs.AFP Program Review: RSA Program Review Manual (2008) -- Available formats: pdf rtf
This manual describes in detail the program review process and what programs are responsible for.Education Department General Administrative Regulations (EDGAR) (2008) -- Available formats: pdf
These are the regulations that all Department of Education grantees follow.Statewide Program Review: RSA Program Review Manual (2008) -- Available formats: pdf rtf
This is the manual provided by RSA to give guidance to statewide program concerning the program review process.RSA Dear Colleague Letter- March 8, 2007 (2007) -- Available formats: pdf rtf
Regarding grant writing by AFP and Telework granteesRSA 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.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.Notice Inviting Applications for New Awards for FY05- AFP (2005) -- Available formats: pdf txt
From the Federal Register June 30, 2005Teleconference Call on NIA for FY 2005 AFP Awards (2005) -- Available formats: rtf
Presented July 11, 2005OMB Circular A-122, Cost Principles for Non-Profit Organizations (05/10/2004) (2004) -- Available formats: pdf html
Non-Profit Organizations follow: A-122 for cost principles, Relocated to 2 CFR, Part 230 (362k) A-110 for administrative requirements A-133 for audit requirementsOMB Circular A-21, Cost Principles for Educational Institutions (05/10/2004) (2004) -- Available formats: pdf html external
This Circular establishes principles for determining costs applicable to grants, contracts, and other agreements with educational institutions. The principles deal with the subject of cost determination, and make no attempt to identify the circumstances or dictate the extent of agency and institutional participation in the financing of a particular project. Educational Institutions (even if part of a State or local government) follow: A-21 for cost principles, Relocated to 2 CFR, Part 220 (384k) A-110 for administrative requirements, Relocated to 2 CFR, Part 215 (280k) A-133 for audit requirementsOMB Circular A-87, Cost Principles for State, Local and Indian Tribal Governments (05/10/2004) (2004) -- Available formats: pdf html
States, local governments, and Indian Tribes follow: A-87 for cost principles, Relocated to 2 CFR, Part 225 (362k) A-102 for administrative requirements A-133 for audit requirementsApplication Package- AFP (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Joint AFP and Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Application Package- Telework (2003) -- Available formats: rtf pdf
Financial Loan Program Specifications 2003 US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice Inviting Applications for New Awards for FY03 (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Notice of Proposed Priority and changes to the application process- 2003 AFP Grants (2003) -- Available formats: pdf txt
US Dept. of Education, National Institute on Disability and Rehabilitation Research, Federal Register August 5, 2003Letter of Guidance from NIDRR August 1, 2001 (2001) -- Available formats: html
Financial Loan Program Specifications 2001Notice of Funding Priorities, 2001 (2001) -- Available formats: html pdf txt
Financial Loan Program Specifications 2001 US Dept. of Education, National Institute on Disability and Rehabilitation Research; Notice of Funding Priorities Federal Register June 13, 2001Questions and Answers regarding the 2001 RFP for alternative loan program (2001) -- Available formats: html
Questions and Answers related to the June 13, 2001 RFPFinancial Loan Program Specifications 2000 (2000) -- Available formats: pdf other
US Dept. of Education, National Institute on Disability and Rehabilitation Research; Notice of Funding Priorities Federal Register June 5, 2000Assistive Tecnology Act of 1998 (1999) -- Available formats: pdf txt
Assistive Technology Act legislation - full statuteTeleconferences
AT AFP Grant Competition Information Call - August 21, 2014 (2014) -- Available formats: mp3
The RESNA Catalyst project and Rob Groenendaal from RSA hosted a Q&A; call on the new AT AFP grant competition. The general guidelines were discussed and specific questions from interested parties were answered.Loan Directors - New Directors Series - September 25, 2014 (2014) -- Available formats: rtf ppt mp3 txt other
The final in the series of Loan Program New Directors series was held on September 25, 2014. The discussion focused on Board of Director Development and Working with a board.Financial Literacy Part I - March 19th 2013 (2013) -- Available formats: mp3
This teleconference introduced loan program directors and staff to financial literacy as an option for loan programs. Kathy Gilman from Washington spoke about how financial literacy training has been successfully incorporated into AFP and other loan programs, and how this can strengthen the integrity and portfolio of a program.Multiple Approaches to Serving Client Needs Teleconference (2013) -- Available formats: mp3
Program representatives from PA and KY presented on their successes in providing wrap-around resources to clients and applicants to AFPs and other loan programs. Examples included highlighted the benefits of multiple funding streams to minimize hardship to those coming to us for assistance.2012 AFP Grant Competition Teleconference (2012) -- Available formats: mp3
Rob Groenendaal and Brian Bard from RSA present information on and answer questions about the 2012 AFP grant competition.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.Asset Development Presentation from WID (2012) -- Available formats: ppt
The powerpoint to the Teleconference on Asset Development for AFPs and Teleworks.Data Submission for Fiscal Year 2012 (2012) -- Available formats: mp3
A recorded conference call on data submission for all AFPs for Fiscal Year 2012, with Rob Groenendaal from RSA and Ken Schellenberg from the MIS available to answer specific questions.Overcoming Medicaid’s Most Common Reasons for Saying No to Durable Medical Equipment Requests: Turning a No Into a Yes (2012) -- Available formats: word mp3
Diana Straube and Jim Sheldon of the National AT Advocacy Project present on Medicaid funding, and how to avoid common causes for denial.Red Flags Teleconference Recording (2012) -- Available formats: mp3
The audio recording for the May 9th teleconference on Application Red FlagsSecond AFP Grant Competition Information Call (2012) -- Available formats: mp3
Brian Bard and Rob Groenendaal of RSA speak in a second conference call about the AFP Grant competition for 2012. They discuss grant application requirements and answer questions from participants.What's New in Asset Development (2012) -- Available formats: mp3
Tom Foley, Deputy Director of the World Institute on Disability, presents on the current state of Asset Development and how to incorporate this into a financial loan program.AFP and Telework Program Data Submission Teleconference - November 14, 2011 (2011) -- Available formats: mp3
This conference call provided information about submission requirements and timelines for FY 2011 data for AFP and Telework financial loan programs. Diane Golden explained the changes made to the data instrument and answered questions from participants.AFP New Director Series: The History of the AT Act - March 22, 2011 (2011) -- Available formats: mp3
During this call of the New Directors of AFP series, Rob Groenendaal from RSA presents on the history of the federal legislation leading to the current AT Act. The several iterations of the legislation, the impact on states, and current trends are all discussed.Exploring Entrepreneurship National Webinar - April 27, 2011 (2011) -- Available formats: external
Kathy Gilman, from the Washington Access Fund, presents this webinar to Telework Loan programs and interested parties. Designed for budding entrepreneurs, this webinar focuses on the beginnings of entrepreneurship and the basics of business planning.New 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.New Telework Program Directors Conference Call Series:- Fourth Call - Tuesday, May 24th at 1:00pm Eastern (2011) -- Available formats: mp3 word
Wrapping up the series of conference calls for directors new to Telework Programs, the fourth scheduled call focused on the findings of the Top Performers workgroup of the Telework Initiative in 2010. The identified Keys to Success were reviewed in greater detail. The publication is listed in Word format, and the recording of this discussion is available for review in an MP3 format.Telework New Directors Series: Microdevelopment Organizations - April 5, 2011 (2011) -- Available formats: word ppt mp3
Kathy Gilman, from the Washington Access Fund, presents on microdevelopment and microenterprise organizations. The discussion includes how these groups can be utilized within a telework loan program.Telework New Directors Series: The Technical Assistance Circular (TAC) - March 14, 2011 (2011) -- Available formats: mp3
During this installment of the Telework New Director Series, Rob Groenedaal from RSA and Kathy Gilman from the Washington Access Fund discuss the RSA Technical Assistance Circular (TAC) for Telework Programs. Questions and answers from the invited audience are included.Introduction to MicroMentor - February 9, 2010 (2010) -- Available formats: rtf other
MicroMentor's helps microenterprise organizations quickly and easily connect clients with high-value business expertise and industry-specific knowledge. MicroMentor’s services may be a means to expand Telework programs’ service offerings, and help borrowers access a vast network of local and national business volunteers.Loan Closing and Servicing - January 12, 2010 (2010) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP explains the processes that take place as a loan is closed, and serviced. She will explain key documents and steps including booking a loan, securing collateral and disbursing funds. Dealing with missed payments will also be addressed from the perspective of both a guarantor and direct lenderLoan Closing and Servicing Powerpoint - January 12, 2010 (2010) -- Available formats: ppt
This powerpoint includes information on loan closing options, loan servicing such as qualty control and perfecting interest in collateral as well as a discussion of what to do when there are late payments andcollateral losses. It also includes loan modifications and loan workouts.MicroMentor Overview (2010) -- Available formats: pdf
This document provides an overview of the Micr mentor program to match experienced business professionals with individuals just starting a business.MicroMentor Match Story (2010) -- Available formats: pdf
This is a profile of a mentor and a mentee and how the partnership helped a new business improve.Supporting Borrowers for Successful Businesses - July 28, 2010 (2010) -- Available formats: txt mp3
Welthy Soni-Myers, director of the Virginia Microenterprise Network, presents strategies that have been used to support businesses to ensure their success, once the Telework loan has been provided.Supporting Borrowers for Successful Businesses - July 28, 2010 - Power point (2010) -- Available formats: ppt
This presentation looks at what happens after the loan has been provided - to ensure it is paid back. The presentation coers loandocuments, the importance of visits to the new business and the encouraging the use of mentors and peer supports. It also stresses the importance of the loan program reviewing financial information and offering ways to correct the course of the business if necessary.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.Telework Top Performers on Staffing - March 16, 2010 (2010) -- Available formats: rtf mp3
The top performing Telework programs share strategies on staffing programs effectively. Strategies to utilize existing staff resources are provided as well as sugestions about other infrastructure components that help programs become successful.Telework Top Performers on Training and Supports - January 22, 2010 (2010) -- Available formats: rtf mp3
This call focuses on ways in which Telework programs have developed loan-ready borrowers by providing a range of support services including: business plan development, mentoring services, financial education, benefits planning and other supports. The group discussed different approaches to providing such help, including useful collaborative opportunities.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.Washington Telework Checklist (2010) -- Available formats: rtf
This list provides loan processors with the key items to be considered for funding telework loans.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.Acceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was approved by the Virginia loan program.Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Bi-Monthly Telework Teleconference, September 9, 2009 (2009) -- Available formats: rtf other
Telework programs were presented with a challenge to pump up the volume of loans for FY 2010 by 40% over 2009 levels. NATTAP’s plan for technical assistance to reach that goal were discussed, as well as some of the strategies that loan programs are now pursuing to boost their volumes.Borderline Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was difficult to decide whether to approval or not.Collecting on Bad Debt: Lessons from AFP and Telework Programs (2009) -- Available formats: html
A resource document with links to useful informationCollections: The Bottom Line - December 8, 2009 (2009) -- Available formats: rtf mp3
This teleconference was an opportunity to hear from a panel of AFP programs regarding collecting on defaulted loans. A representative of the collections industry, Chad Echols of Hamilton, Martens & Ballou of Rock Hill, South Carolina, provided an overview of the general process of collecting on past due account and the different approaches a lender or guarantor can take to pursuing collections, as well as some of the legal considerations to keep in mind. Milissa Gofourth of the Oklahoma AFP, and Kathy Gilman from Washington then explained the different processes they use to pursue debt, and advantages and disadvantages of each approachCustomer Service is Our Goal (2009) -- Available formats: ppt rtf mp3
The first in a series designed to enable new directors to quickly acclimate their positions. This session's focus is on leveraging outside sources of support for borrowers, and the role of AFPs in helping them develop financial stability. Several archetypes of borrowers, and possible solutions to their needs were discussed.Demystifying Titles - November 20, 2009 (2009) -- Available formats: rtf mp3
Todd Wysocki, president of Michigan Auto Title Services, joined us for this teleconference to discuss issues around titles to vehicles loan programs finance. Mr. Wysocki gave an overview of the process to secure a clean title to a vehicle. He also provided definitions to key terms around titles, and, during a lively question and answer, helped to several specific issues faced by programsDeveloping the Strategic Plan - February 10, 2009 (2009) -- Available formats: rtf mp3
The second in a three-part series on strategic planning focused on how to conduct an analysis, set direction, refine and eventually implement a strategic plan.Developing the Strategic Plan - February 10, 2009 - Power Point (2009) -- Available formats: ppt
Thsi power point looks at the benefits of developing a plan, the steps needed to ensure success, such as assigning a coordiantor, considering outside facilitation, getting commitment from participants, and planning the process. It also looks at other actions that might be approriate, such as gathering baseline data, identifying shared goals, and outlining the planning process steps.Getting Ready for Telework Data Collection – October 27, 2008 - Transcript (2009) -- Available formats: rtf mp3
This teleconference focused on the data that needs to be collected under the newly approved Telework data collection instrument and how Telework programs can determine what to collect. Presenters Rob Groenendaal, RSA and Nancy Meidenbauer, NATTAP.Getting Ready for Telework One-Year Follow Up Surveys - August 19, 2009 (2009) -- Available formats: rtf mp3
Kathy Meisner-Altman of Wisconsin, Milissa Gofourth from Oklahoma and Kathy Gilman of Washington described how their programs are planning to collect, or have collected one-year follow up data on current Telework borrowers. The discussion centered about required data elements, but also explored additional questions that might be asked of borrowers.Introduction to Microenterprise (2009) -- Available formats: ppt rtf
This presentation defines microdevelopment, describes what a typical MDO might be like, the client demographics and the amounts of th eloans. It discussed who provides microenterprise development services and offers some funding sources and data on success.Loan Committee - Criteria Page (2009) -- Available formats: rtf
This document describes the consumer underwriting guidelines used by the Virginia AFPLoan Committees and the Approval Decision - October 14, 2009 (2009) -- Available formats: rtf mp3
Christy Crowther of Virginia’s New Well Fund discussed the process of sending applications for review to the loan committee and how the loan review committee makes its decisions. She shared an application summary sheet as well as a guide to the underwriting standards used by the committee and explained how her program ensures that loan review committee members are able to render informed decisions about loan applications.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.MDO Funding Resources Sheet (2009) -- Available formats: pdf
This chart provides a list of the major fuunding sources for microdevelopment loans.MPower Strategic Planning Questionnaire (2009) -- Available formats: rtf
This document includes the questions that Board members considered during their strategic planning Retreat.MPower Worksheet for Strategic Planning (2009) -- Available formats: rtf
This worksheet was used by the mPower board to consider program goals and concerns of stakeholders.Overview of Maryland's Loan Program Database (2009) -- Available formats: pdf
This overview of Maryland's database used by the loan programs was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Preparing for Strategic Planning - January 13, 2009 (2009) -- Available formats: rtf mp3
The first in a three-part series on strategic planning focused on the importance of planning, the potential benefits and concerns, as well as how to select a work group to engage in the process.Preparing for Strategic Planning - January 13, 2009 - Power Point (2009) -- Available formats: ppt
This presentation looks at the benefits of strategic planning, the concerns that need to be adressed, who should participate in the process and specifics about planning for an event.Self Employment Resource Network - Teleconference -February 25, 2009 (2009) -- Available formats: rtf mp3
Eric Guidish of the Illinois Telework Program, and Dave Porter of the Self-Employment Resources Network (SERN), discuss their collaboration to provide mentoring services to entrepreneurs with disabilities. Additional support services offered to Telework clients are discussed.Strategic Plan Draft Document for Virginia's New Well Fund (2009) -- Available formats: rtf
This draft document shows the goals and objectives that the board determined for its strategic plan. it also provides a list of specific activitiesm timelines, person's involved, and indicators of the outcome of the activities. The goals include increasing loan volume, increasing marketing efforts, changing lender relationships, and expediting loan processingStrategic Planning - Maine mPower Plan (2009) -- Available formats: ppt
Kathy Adams from the mPower loan program in Maine describes the retreat the mPower board had to begin to develope a strategic plan. An over view of the loan program is included, as well as the plan for the retreat, who was invited, the survey sent prior to the retreat and what activities the board will pursue.Strategic Planning Follow-Up Call - June 16, 2009 (2009) -- Available formats: rtf mp3
This call allowed programs to regroup, recap, and discuss progress that they have made toward developing and implementing their strategic plans. Kathy Adams from Maine, and Basil Kessler from Kansas described steps had taken following the series. Joey Wallace will also review the NewWell Fund’s planning documents.Strategic Planning Follow-Up Call - June 16, 2009 - Powerpoint Summary (2009) -- Available formats: ppt
This powe point was a summary of the kep points in the strategic planning process for loan programs. It included preparation, benefits of a plan, concerns, who participates, and an outline of the process.Telework Top Performers on Marketing - November 18, 2009 (2009) -- Available formats: rtf mp3
The top performing Telework programs have been engaged in a series of discussions to define effective practices and key components of successful programs. During this call, the group shared an overview of its findings with all of the Telework programs, and addressed specific suggestions around marketing.Telework Top Performers on Partnerships - December 14, 2009 (2009) -- Available formats: rtf mp3
This call focuses on the partnerships that programs have established that have enabled them to increase the number of applicants seeking Telework loans, develop applicant loan readiness, and foster borrowers' eventual success, including: Vocational Rehabilitation, Independent Living, agricultural contacts such as AgrAbility projects, Small Business Development Centers other employment-related organizations, and more.The Application Review Process - August 11, 2009 (2009) -- Available formats: rtf mp3
Cheryl Fatnassi of the Vermont AFP covered the process of reviewing and confirming financial and personal data contained in loan applications. She guided participants through the basics of getting applications in ensuring their readiness for review.The Application Review Process - Identifying Red Flags (2009) -- Available formats: rtf
This lists some common items on an application form that raise issues and caution.The Application Review Process - Powerpoints (2009) -- Available formats: ppt
This power point convers the steps in the review process, evaluatingthe borrower, calculating ratios and collateral values, evaluating credit reports, how to spot red flags, and finally making the loan decision.The Language of Lending (2009) -- Available formats: ppt rtf
Teleconference held February 24, 2009 - Cheryl Fatnassi of the Vermont AFP and Patti Lind of the Iowa AFP provide an overview of terms encountered through the life of a loan, from application, to underwriting, to servicing and collections.Unacceptable Example for Loan Decision (2009) -- Available formats: pdf
This is a summary of a loan application that was not approved by the Virginia Loan program.WATF Business Planning Curriculum (2009) -- Available formats: word
This curriculum is used by Washington Access Fund to prepare potential borrowers to develop a business plan.WATF Business Planning Curriculum Presentation (2009) -- Available formats: rtf mp3
In this presentation, Kathy Gilman of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.AFP Evaluation Study by Woodstock Institute - March 19, 2008 (2008) -- Available formats: rtf mp3
Geoff Smith of the Woodstock Institute summarizes the independent evaluation report of the AFPs and discusses some of the findings in the studyAFP Evaluation Study by Woodstock Institute - Power Points (2008) -- Available formats: ppt
This powerpoint provides an overview of the study that the Woodstock Institute conducted ion the AFPs. It provides findings inclduing an analysis of program characteristics. Case studies are also included.Board Self Assessment (2008) -- Available formats: rtf
This document helps a board evaluate itself overall in terms of its responsibilities.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program offers suggestions for ways that loan program boards can draw on members' expertise to provide guidance and direction in key areas, including fund raising and marketing.Building Your Loan Program Board for the Future - Part Three: Building Partnerships and Planning for the Future - February 12, 2008 - Power Point (2008) -- Available formats: ppt
This presentation summarizes the earlier sessions - who are the key players by role and resposibility and area of expertise. It also looks at the role of the committees and sub committees, the expectations for board partnerships and fundraising activities.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 (2008) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on orienting new board members, self assessment of board members and how to structure sub-committees and work groups to get loan program work conducted.Building Your Loan Program Board for the Future - Part Two: Organizational Structure of the Board - January 15, 2008 - Power Point (2008) -- Available formats: ppt
This presentation describes how a loan program board can be strengthened through targeted recruitment of new members to the board, how to orient those new members, and how to organize the board around committess and workgroups.Comparison of AFP and Telework Data Elements (2008) -- Available formats: rtf
This provides an overview of the differences between the AFP and the Telework data that is now required.Credit Builders Alliance - April 23, 2008 (2008) -- Available formats: rtf mp3
This teleconference features Vikki Franks and Emily Carpenter of the Credit Builders Alliance, an alternative credit reporting service, who discuss credit reports and credit scores. They share tools and strategies for building credit from CBA’s credit builder toolkit.Credit Builders Alliance - April 23, 2008 - Power point (2008) -- Available formats: ppt
This presentation discusses new ways to build credit through non traditional credit reporting mechanisms.Developing a Promotion Plan - June 5, 2007 - Promotion Strategy Information Sheet (2008) -- Available formats: rtf
This information sheet provides gidance on looking at strategies based on the customers, the brand, the product, and the influencers.Getting Ready for Telework Data Collection – October 27, 2008 - Powerpoint (2008) -- Available formats: ppt
This presentation provides an introduction to the new data collection instrument that Telework programs will be using. It shows how the instrument is similar to the AFP instrument but highllights additional questions on leveraging funding, type of equipment purchased, and employment status. There is even a follow-up survey one year afater the loan is disbursed.Individual Board Member Self Evaluation (2008) -- Available formats: rtf
This Self-Evaluation form allows individual members of the board asess their own strengthes in relation to the board and its responsibilities.Marketing Borrower Support and Measuring Success - April 14, 2008 (2008) -- Available formats: rtf mp3
This teleconference highlights how loan programs can market their services to their borrowers and potential applicants. Patti Lind facilitates group discussion to look at how to determine the impact of these services on your program.Marketing Borrower Support and Measuring Success - April 14, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how to market the borrower supprt services thatyour program provides and how to estblish metrics that can evaluate your success. It describes both direct and indirect marketing and also long term outcomes, such as the impact on the portfolio and demographics of borrowers, of successful service provision.New Board Member Orientation Checklist (2008) -- Available formats: rtf
This provides a list of topics that could be covered during an orientation for new board members.Overview of the AT Act - December 8, 2008 (2008) -- Available formats: rtf mp3
This teleconference provides an overview of the AT Act and the programs created under it. Particular emphasis is placed on the alternative financing programsOverview of the AT Act - Power Point (2008) -- Available formats: ppt
This power point provides an overview for new loan program personnel of the AT Act program as a whole and the part that the alternative financing programs play.Setting Up Borrower Support Services Internally - March 17, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around how a loan program can use in-house expertise to set up services for borrowers. Discussion includes looking for funding sources and staffing the services.Setting Up Borrower Support Services Internally - March 17, 2008 - Power point (2008) -- Available formats: ppt
This presentation looks at how a loan program can provide services to borrowers internally. It examines the expertise in house and how a loan program can gauge current as well as future needs. It also discussed the importance of staffing up to provide services and funding sources for the se services.Setting Up Borrower Support Services with Partners - February 25, 2008 (2008) -- Available formats: rtf mp3
Patti Lind facilitates the discussion around finding partners that offer support services and offers ways to partner with them. Participants describe some of the support services in their states and how borrowers could benefit from them.Setting Up Borrower Support Services with Partners - February 25, 2008 - Power point (2008) -- Available formats: ppt
This presentation explores the services of external partners that can be provided to borrowers. Determining the services needed and potential partners are discussed.Teaching how to write business plansTelework Call - December 15, 2008, Transcript (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation introduces a curriculum she has developed, aimed at helping start up home-based businesses write their business plans.Telework Data in the MIS (2008) -- Available formats: ppt
This presentation shows how a telework program uses the MIS to enter data annually.Telework Data Reporting Points (2008) -- Available formats: rtf
This lists the data elements in the new Telework data collection instrument.The Current Economic Environment- One Perspective - November 24, 2008 (2008) -- Available formats: rtf mp3
Mark Pinsky from Opportunity Finance Network addresses the current economic climate and its impact on non-bank lenders, including AFPs and Telework Loan Programs. He discusses changes that likely will occur - such as increase risk of loss and tighter lending standards, and how these changes may affect the way loan programs operate.Top Tips for Building Your Loan Program Board for the Future (2008) -- Available formats: rtf
This list summarizes the key points about building a board, from recruting, to orienting new members, to communication strategies taht work.Virginia 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.Washington's Curriculum on Writing Business Plans - Teleconference - December 15, 2008 (2008) -- Available formats: rtf mp3
Following on the June Telework Forum, Kathy Gilman, of the Washington Assistive Technology Foundation will introduce a curriculum she has developed, aimed at helping start up home-based businesses write their business plans. The Workbook referred to during the call is available in the Grantees Only section of the site.What are Borrower Supports and Why are They Important - January 28, 2008 - Power point (2008) -- Available formats: ppt
This presentation describes the challenge of offering supports and the benefits of having more bankable borrowers because of supports. It provides some examples of supports that can be offered to the applicants and borrowers and the impact that good service can have on the loanprogram; it also discusses enlisting Board support for the new services.What are Borrower Supports and Why are They Important? - January 28, 2008 (2008) -- Available formats: rtf mp3
Loan programs often offer borrower supports, such as financial literacy training, credit counseling, and pre-loan qualifying to their customers. In this first call in the series, participants discuss the various supports that loan programs could offer and the benefits of these services to both the customers and the loan programs. Patti Lind from the Abilities Fund facilitates the discussion.Board Member Profile Checklist (2007) -- Available formats: rtf
This checklist provides a list of desireable characteristics for board members.Board Member Profile Worksheet (2007) -- Available formats: rtf
Thsi worksheet allows indnvidual board dmebers to indciate their expertise and personal data that they contribute to the board.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 (2007) -- Available formats: rtf mp3
Joey Wallace from the Virginia Loan Program provides information on recruiting and orienting board members.Building Your Loan Program Board for the Future - Part One: Recruiting an Effective Board - December 11, 2007 - Power Point (2007) -- Available formats: ppt
This presentation describes the different between a govering board and an advisory board. It describes the importance of recruiting proper board members, what the functions of the various members on the baord could be, and how to delineate what skils and qualities new board members could have.Consumer Financial Lieracy - Teleconference - November 14, 2006 (2007) -- Available formats: rtf mp3
This presentation features curriculum and training materials developed by two state loan programs that assist consumers plan financially for purchasing assistive technology. Aimee Sterk, Leah March, and Adeline Metzler connected with the Michigan AFP present on “Building Your Financial Future,” a curriculum developed through a grant from the National Credit Union Foundation. Lisa Rouelle from Alpha One in Maine present on “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.Creating a Brand for Financial Loan Programs - March 6, 2007 - Process for Articulating a Brand Strategy (2007) -- Available formats: rtf
This information sheet looks at immersion and articulating a brand strategy through attributions, personality, positions, and promises.Creating a Brand for Financial Loan Programs - March 6, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants discusses how a brand can help build a market. She goes through steps to help brainstorm to create a brand and also explains how to protect a brand once developed.Developing a Promotion Plan - June 5, 2007 - Developing a Promotion Plan Worksheet (2007) -- Available formats: rtf
This worksheet looks at the various messages needed for the target customers - what benefits and feature to emphasize and how these variy based on the targeted markets.Developing a Promotion Plan - June 5, 2007 - Key Influencers Worksheet (2007) -- Available formats: rtf
This worksheet helps programs list their influencers such as vendors, lenders, service organizations, the media, and the community.Developing a Promotion Plan - June 5, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session assists loan programs develop a promotion plan by looking at the various components of a plan. Mary Virtue provides worksheets to walk through the steps to determine strategies and activities.Findings from Telework Research Projects - March 21, 2007 (2007) -- Available formats: rtf mp3
This teleconference provides an overview of the three research projects on telework and telecommuting sponsored by the U.S. Department of Labor, Office of Disability Employment Policy (ODEP). Researchers from each of the projects discuss their studies and findings to date. They also describe resources that they have produced that might be of interest to Telework loan programs.Findings from Telework Research Projects - March 21, 2007 - MITE (2007) -- Available formats: rtf
The presentation describes the research studies and results that MITE had encouraging telecommuting and providing education and other supports to individuals to help them succeed.Findings from Telework Research Projects - March 21, 2007 - ODEP Overview (2007) -- Available formats: pdf
This presentation provides an overview of the telework research studies that the U.S. Department of Labor, Office of Disability Employment Policy (ODEP) sponsored.Findings from Telework Research Projects - March 21, 2007 - VCU (2007) -- Available formats: pdf
This preentation highlights the research that VCU conducted on people with disabilites who telecomute.Findings from Telework Research Projects - March 21, 2007 - Workplace (2007) -- Available formats: pdf rtf
This presentation describes the research survey results that the Workplace conducted and the compilation of resources that the project is engaged in.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Focus Groups (2007) -- Available formats: rtf
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Identifying Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet helps programs identify and understand their markets. It assists them describe their various markets and the factors important to each.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Reaching Target Markets Worksheet (2007) -- Available formats: rtf
This worksheet assist programs determine and prioritize markets. It looks at the steps needed to reach each market.Identifying Target Markets and Analyzing Distribution Channels - May 14, 2007 - Transcript (2007) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants guides loan programs to help them identify their target markets and the appropriate distribution channels by which to reach their potential borrowers. Emphasis is place on the use of focus groups to gather information.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.Individual Development Accounts - Establishing an IDA - March 20, 2007 (2007) -- Available formats: rtf mp3
Megan O'Neil from the World Institute on Disability (WID) and Abby Cooper with the Washington State Department of Vocational Rehabilitation discuss the pros and cons of a loan program establishing its own IDA. They also address sources for match funds for the IDA and key organizational structures that need to be in place as well as critical partnerships that need to be fostered.Individual Development Accounts - Establishing an IDA - March 20, 2007 - Power point (2007) -- Available formats: ppt
This presentation describes how a loan program could establish its own IDA program. It discusses the benefits and funding sources for such a program.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 (2007) -- Available formats: rtf mp3
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Handout (2007) -- Available formats: rtf
Megan O'Neil from the World Institute on Disability (WID) provides a thorough overview of individual development accounts (IDAs) - what they are, how they work, and what federal rules guide and limit IDAs. She gives guidance on how loan programs can partner with existing IDAs to blend funding sources so that people with disabilities can obtain the AT they need.Individual Development Accounts - Partnering with Existing IDAs - February 20, 2007 - Power point (2007) -- Available formats: ppt
This presentation looks at the fundamentals of IDAs and how a loan program can tap into existing programs to partner with them to offer IDAs. It discusses advantages and barriers.Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
September 2007Lessons Learned from Vehicle Loans - April 16, 2007 (2007) -- Available formats: rtf mp3
This is a discussion by Jason Luciano from the Massachusetts AFP, Susan Tachau from the Pennsylvania AFP and Dave Matheis from the Kentucky AFP about the lessons they have learned about providing vehicle loans. The conversation, facilitated by Stan Provus, explores how a loan program decides to offer loans for the purchase of vehicles, what policies including those related to underwriting need to be in place, what special procedures should be followed for these types of loans and what to do if a loan has been written off and the vehicle repossessed.Marketing - Branding Work Group Teleconference - November 19, 2007, Transcript (2007) -- Available formats: rtf mp3
This call furthers the discussion of possible branding efforts by the loan programs and includes approaches to marketing to potential influencers.Marketing - Branding Work Group Teleconference - November 5, 2007, Summary of Discussion (2007) -- Available formats: rtf
This document summarizes the Key Attributes that were discussed during a teleconference on branding the telework programs.Marketing - Branding Work Group Teleconference - November 5, 2007, Transcript (2007) -- Available formats: rtf mp3
This call explores the challenges of marketing the telework program and provides a discussion of possible name changes or the addition of a tag line.Process of Articulating a Brand Strategy (2007) -- Available formats: rtf
This document goes through the steps of articulating a brand and how to create a brand.Prospective Board Member Information Sheet (2007) -- Available formats: rtf
This checklist provides a place for prospective new board members to list their skills and interests and expertise.Putting the Marketing Plan Together - July 18, 2007 - Pennsylvania Marketing Plan (2007) -- Available formats: rtf
This is a marketing plan that Pennsylvania' AFP developed.Putting the Marketing Plan Together - July 18, 2007 - Transcript (2007) -- Available formats: rtf mp3
This session pulls all the elements together to assists loan programs develop a marketing plan. A sample plan is provided by the Pennsylvania AT Foundation. Mary Virtue walks through how to combine all the worksheets to develop the final marketing plan.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Plan (2007) -- Available formats: rtf
Tis worksheet helps a program develop an action plan, consider benefits, influencers, and brand.Putting the Marketing Plan Together - July 18, 2007 - Worksheet Marketing Position (2007) -- Available formats: rtf
This worksheet helps programs see where their program fits in the marketplace.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.Session 1 Planning to Plan, Building a Sustainable Initiative, Powerpoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation discusses the importance to plan for sustainability and introduces the process that will be followed. It includes a self assessment and writing a logic model.Session 1 Planning to Plan, Building a Sustainable Initiative, Transcript (2007) -- Available formats: rtf mp3
This introductory sesson describes the process that will be used to develop a plan for sustainability.Session 2 Technical Assistance on Modules 1 and 2, PowerPoint and Text of Slides (2007) -- Available formats: rtf ppt
This presentation introduces how to develop a vision and results orientation. It provides assistance in completing the Module 2 worksheets.Session 2 Technical Assistance on Modules 1 and 2, Transcript (2007) -- Available formats: rtf mp3
This presentation allows the loan programs to personalize the planning process for sustainability.Session 3 Technical Assistance on Module 2 - Logic Model, transcript (2007) -- Available formats: rtf mp3
This looks at the elements of a logic model and how to develop one as part of the plan for sustainability.Session 3 Technical Assistance on Module 2 - Sample Logic Model (2007) -- Available formats: rtf
This is an example of a logic model for sustainability.Session 4 Creating a Strategic Financing Plan - Module 3, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation provides guidance for clarifying what financing is needed and how to project costs. It also suggests some funding sources.Session 4 Creating a Strategic Financing Plan - Module 3, Transcript (2007) -- Available formats: rtf mp3
This session explores what is needed for financing sustainability. It looks at how to project costs and find possible funding sources.Session 5 Technical Assistance on Module 3 - Creating a Strategic Financing Plan (2007) -- Available formats: rtf mp3
This session addresses the components of a financial plan and relates them to a financial loan program.Session 6 Building Organizational Capacity and Community Support - Module 4, PowerPoint and Text of PowerPoint (2007) -- Available formats: rtf ppt
This presentation looks at the resources that are available in the community to assist in sustainability planning. It includes the use of an environmental scan and the identification of key champions.Session 6 Building Organizational Capacity and Community Support - Module 4, Transcript (2007) -- Available formats: rtf mp3
This session looks at the resources that are available in the community to assist in sustainability planning.Session 7 Developing and Writing the Plan - Module 5, PowerPoint (2007) -- Available formats: ppt rtf
This presentation describes how the various components can be compiled to develop a plan for sustainability. It looks at milestones, writing a draft, and determining the use of the plan wiht investors and decisionmakers.Session 7 Developing and Writing the Plan - Module 5, Transcript (2007) -- Available formats: rtf mp3
This session pulls from information discussed in the earlier modules to create the sustainability plan.Session 8 Presentation of Sustainability Plans (2007) -- Available formats: rtf mp3
This session is the final session of the sustainability plannning session. Three loan programs present their plans for sustainability that they developed over the course of the several months.Suggestions for Telework Promotion Plans Teleconference - November 19, 2007, (2007) -- Available formats: rtf
This document summarized the discussion ppoints of the telework marketing branding work gorup. It provides Suggestions for Telework Promotion PlansUsing the PASS for AT Loans (2007) -- Available formats: ppt pdf
Explains what the PASS Program is, and how it can be used to fund AT.Wisconsin Telework Policies and Procedures Manual (2007) -- Available formats: rtf
August 2007Application for Hosting Build Your Financial Future Training (2006) -- Available formats: rtf
This packet provides information to potential host programs for offering Build Your Financial Future training - for youth and for adults.Curriculm Outliune for Making Smart Choices (2006) -- Available formats: rtf
This outline provides the topics included in the Alpha One “Making Smart Choices,” a curriculum developed through a grant from the National Endowment for Financial Education.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.Determining Financial Products - May 23, 2006 (2006) -- Available formats: rtf
This call focuses on helping loan programs evaluate their market, review traditional loan products, and look at some innovations in practice. Patti Lind of the Iowa Abilities Fund is the presenter.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Components of a Marketing Plan Handout (2006) -- Available formats: rtf
This information sheet lists the components of a marketing plan - the product, the brand, the goal, the position of the product in the market, the competition and how to measure success.Developing a Marketing Plan for Your Loan Program - December 4, 2006 - Pre-training questionnaire worksheets (2006) -- Available formats: rtf
This is a pre conference call worksheet for programs to begin to formulate their marketing goals and time frame. A second worksheet also looks at key influencers and has the programs list themDeveloping a Marketing Plan for Your Loan Program - December 4, 2006 - Transcript (2006) -- Available formats: rtf mp3
Mary Virtue from Cornerstone Consultants focuses on what a marketing plan includes and how it helps loan programs increase the volume of loan applications.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.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.Lender Agreements - February 14, 2006 (2006) -- Available formats: rtf
The conference call provided AFPs an opportunity to discuss major provisions that should be included in an agreement for a loan guarantee program. Presenter Stan Provus describes the various sections of an agreement and highlights some negotiating points and specific language that could be included in AFP lender agreements. The accompanying publication, "Alternative Financing Program Loan Agreements," is available on the web.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.Michigan Financial Literacy Curriculum - November 14, 2006 (2006) -- Available formats: ppt
This presentation describes the Michigan AFP pcurriculum “Building Your Financial Future.”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.Teleconference Call on NIA for FY 2005 AFP Awards (2005) -- Available formats: rtf
Presented July 11, 2005Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003. (2003) -- Available formats: txt
Transcript for Teleconference Call on NIA for Telework and AFP, August 19, 2003.Webinars
Introducing the RESNA Catalyst Project New Website - Focus on AFP/Telework Resources - April 6, 2011 (2011) -- Available formats: word external
The RESNA Catalyst Project rolls out its new Website (www.resnaprojects.org) via a series of two webinars. This Webinar highlights features of interest to financial loan programs. An external link goes to the archived webinar. Use CATWEB462011 as the recording ID, there is no Key requiredIntroducing the RESNA Catalyst Project New Website - Focus on AFP/Telework Resources - Powerpoint (2011) -- Available formats: ppt
This power point describes the key features of the RESNA Catalyst New website, with a focus on AFP and Telework resources.Real Economic Tour - Power points (2011) -- Available formats: ppt
Johnette Hartnett, National Disability Institute, describes the real economic tour.Using Tax Benefits and Credits - IRS (2011) -- Available formats: ppt
Several Tax credts are explained, including the earned income tax credit.Using Tax Benefits and Credits as a Catalyst for Economic Independence for People with Disabilities -Transcript for February 17, 2011 (2011) -- Available formats: rtf
Johnette Hartnett, National Disability Institute; Don Dill, Internal Revenue Service; and Jackie Wilks-Weathers, Georgia Center for Financial Independence & Innovation discuss several tax services and initiatives that might benefit clients needing Assistive Technology.Welcome to the RESNA Catalyst Project New Website (2011) -- Available formats: word
This document describes some of the features of the RESNA Catalyst new website.Meetings
2011 Best Practices Agenda (2011) -- Available formats: word
Revised BPI draft agendaAccess Loan New Mexico (2011) -- Available formats: word
Access New Mexico documentBPI Data Title I 2008-2010 (2011) -- Available formats: xls
Handout of Excel sheet for BPI/Title I DataInnovations in Telework Programs - Washington State (2011) -- Available formats: ppt
Kathy Gilman's powerpointList of Participants (2011) -- Available formats: word
participants for the BPIMIS Data 2008-2010 (2011) -- Available formats: xls
Spreadsheet of MIS Data for Loan Program Data presentationNew Mexico Mailout (2011) -- Available formats: other pdf
Mailout material for New MexicoNew Mexico Map Information (2011) -- Available formats: other pdf
Map breakout from New MexicoProgram Review: Lessons for Program Improvement (2011) -- Available formats: ppt
Powerpoint for Program Improvement sessionQuality Indicators for Financial Loan Programs (2011) -- Available formats: ppt
powerpointRegistrant Memo of Information (2011) -- Available formats: word
Memo for those who registered for the BPI2009 Telework Forum - Agenda (2009) -- Available formats: rtf
This is the agenda of the 2009 Telework Forum held at the Hyatt Regency Crystal City in Arlington, Va May 15-16, 2009.2009 Telework Forum - List of Participants (2009) -- Available formats: rtf
This is the List of Participants for the 2009 Telework FormAssessing Organizational Readiness (2009) -- Available formats: pdf
This is an assessment survey that businesses and potential clients complete when a microlender is considering starting in a community. It has a list of potential services that could be offered by the microlender.Capitalizing Ability (2009) -- Available formats: rtf
Published in the World Institute on Disability's Equity newsletter, December 2008, this looks at the promise of the microenterprise field for people with disabilities. It compares the micro approach with that of vocational rehabilitation.Comparative Profiles of Three Microenterprise Development Organizations (MDOs) (2009) -- Available formats: rtf
This chart looks at three microlenders and compares them. The three programs are : GANE, Gulf Coast, and WATFFederal Funding Sources for Microenterprise Development (2009) -- Available formats: pdf
This lists common funding sources, primarily federal programs that provide funding to microlenders.Funding for Microenterprise Development Organizations (2009) -- Available formats: rtf
List of current and potential funders of microloan programs.Introduction to Microenterprise Development (2009) -- Available formats: rtf ppt
This provides an overview of the microenterprise field, a history, typical businesses, case examples of businesses, challenges and pitfalls. It also looks at funding for these loan programs, the MicroTest program, and trends for growth in the industry.Opening Opportunities, Building Ownership: Fulfilling the Promise of Microenterprise in the United States (2009) -- Available formats: pdf
A report from the FIELD program of the Aspen Institute, this is a 20 year look at the accomplishments of Microenterprise programs. It identifies challenges and makes recommendations to grow the filed.Overview of Microenterprise Organizations (2009) -- Available formats: rtf ppt
This provides the background of the microenterprise field and explores how the Telework Programs are part of this field in that the programs serve similar client bases, provide similar typical loans, and are organized similarly.Staffing for Microenterprise - Program Manager Position Description (2009) -- Available formats: rtf
This is a program description for a Loan Fund Progam Manager2008 Telework Forum - Agenda (2008) -- Available formats: rtf
Agenda for the 2008 Telework Forum conducted at the Hyatt Regency Crystal City in Arlington, Virginia June 25-26, 20082008 Telework Forum - List of Participants (2008) -- Available formats: rtf
This is the list of participants for the 2008 Telework Forum.AFP and Telework Program Review (2008) -- Available formats: ppt
Thsi power point describes the new program review process for AFP and Telework programs.AFP Program Review: RSA Powerpoint Presentation (2008) -- Available formats: ppt
This describes the program review process presented in May 2008Comparison of AFP and Statewide AT Program Data Collection (2008) -- Available formats: rtf
This document compares the statewide At program data collection state financing section with the new data collectioon system for AFPs.Data Collection Instrument for Telework Programs (2008) -- Available formats: ppt
This powerpoint describes the new data collection system for Telework Programs.Data Collection Instrument for Telework Programs (2008) -- Available formats: ppt
This presentation describes the new Telework data collection instrument and compares it to the AFP instrumentDevelopment of Action Plans - Worksheets (2008) -- Available formats: rtf
This series of worksheets provides a tool for loan programs to organize their activities when planning growth and partnerships for the telework loan program.Kansas Assistive Technology Cooperative (2008) -- Available formats: rtf
This presentaton describes the relationship of the Kansas loan program with its Small Business Development Center. The SBDC provides business plan development for the Telework applicants.MicroLenders (2008) -- Available formats: ppt
This presentation describes the microlender programs in the country, the typical lenders and their services. It also looks a the demographics of the borrowers of micro lenders.New Data Collection System for AFP (2008) -- Available formats: ppt
This power point describes the new data collection system that will be used by AFPs loan programs.New Data Collection System for AFP (2008) -- Available formats: ppt
This presentation provides an overview of the AFP data collection instruments.New Mexico SEEDLoans (2008) -- Available formats: ppt
Thhis presentation describes the close relationship and partanership that the SEEDLoans program has with the New Mexico VR program. It describes how VR support borrowers and also describes current road blocks.Overview of the Telework Program (2008) -- Available formats: ppt
This provides a brief overview of the Telework Program, when it started and the programs that provide loans. It also describes one loan program, the Oklahoma ATF, in more detailSelf Employment Resources (2008) -- Available formats: rtf
This listing ofers a wealth of resources to assist the telework loan program and its borrowers in areas including assessments, business plan development, financial, funding, legal, and more.Specialized Workshop for Financial Loan Programs - Agenda (2008) -- Available formats: rtf
This is the agenda for the May 2008 meeting on program review and data collection for financial loan programs.Specialized Workshop for Financial Loan Programs - List of Participants (2008) -- Available formats: rtf
This is the list of participants for the May 2008 meetingStatewide Program Review: RSA Powerpoint Presentation (2008) -- Available formats: rtf ppt
As presented at the May, 2008 conference in Salt Lake CitySuggestions for Partnering (2008) -- Available formats: rtf
This is a summary of the discussion about strategies for partnering with the key groups - VR, Agrability, ILC, WIPa, Business Development Groups. It discussed the messages and means to communicate with these potential partners.Telework Data Collection Instrument and Instructions (draft) (2008) -- Available formats: rtf
This is the draft data collection instrument for the Telework programsTitle III AFP Data Collection Instrument and Instructions (draft) (2008) -- Available formats: rtf
This is the draft data collection instrument and instructions for the AFPsWork Incentives Planning and Assistance (2008) -- Available formats: ppt
This presentation looks at the WIPA program. It describes the differences between SSI and SSDI and how each has benefits that are affected by financial loans and work. It includes ways that a loan program can work with WIPA centers and how to link to these programs.2007 Telework Forum - Agenda (2007) -- Available formats: rtf
Agenda for meeting at the Adam's mark Hotel in Denver, Colorado May 21, 2007.2007 Telework Forum - List of Participants (2007) -- Available formats: rtf
This is the list of participants for the 2007 Telework Forum.AFP Administration - Policy Considerations (2007) -- Available formats: rtf
This handout looks at loan loss reserves and risk rating of the portfolio.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.Board/Committee Development Power Point (2007) -- Available formats: ppt
This powerpoint describes the role of the loan program board, the role of the members of the board, and how to recruit members and retain them on the loan program boardImplications for Providing Loans for Home-Based Employment (2007) -- Available formats: ppt
Two representatives from Telework loan programs look to the new TAC and the research findings to identify implications for their own loan programs.National Study of People with Disabilities Who are Self-Employed (2007) -- Available formats: rtf
This study looks at demographic, economic factors associated with those individuals who have disabilites and are self employed.Resources for Providing Loans for Home-Based Employment (2007) -- Available formats: rtf
This summarizes the findings of the MITE research and lists possible sources of employers intrested in employing teleworkers.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.RSA: 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.Self Assessment Tool for Individuals Considering Home-Based Employment (2007) -- Available formats: rtf
This is a questionnaire for an individuals to use when considering self employment It includes a look at the individual's knowledge and skills and interest.Underwriting/Evaluation Guidelines for Microenterprise and Small Business Loans (2007) -- Available formats: rtf
This document provides guidance for loan programs undewriting telework loand for self employment. Underwriting looks at financial and credit data, the personnel of the business, collateral, and repayment ability.Who are the Home-based Teleworkers? (2007) -- Available formats: pdf
This presentation highlights the findings oif research studies conducted by MITE on teleworkers with disabilities. It looks at the individuals and the characteristics of the companies that hire these workers. It also describes the supports needed by these workers.Who are the Self-Employed? (2007) -- Available formats: ppt
This presentation provides information gathered by the Washington program through surveys of its telework borrowers.Counseling Business Start-ups in Illinois: Small Business Development Center (2004) -- Available formats: ppt rtf
An introduction to the potential partnerships between Telework programs and Small Business Development Centers (SBDCs)Efficiency Evaluations of Loan Funds and Microenterprise Loan Program Efficiency Performance Benchmarks (2004) -- Available formats: rtf
Loan program effectiveness measuresPerformance Evaluation Tools and Formulas (2004) -- Available formats: rtf
A tool to understand empirical measures of program effectiveness and stability covering topics including portfolio management and program expense and income measurement.Running Efficient Loan Programs: Kentucky AT Loan Corporation (2004) -- Available formats: ppt rtf
Kentucky Assistive Technology Loan Corporation outline's their program's structure, including cost and income.System of Self-Evaluation for Loan Programs (2004) -- Available formats: rtf
Covering effective asset quality, usage, investment effectiveness, and other measures.Introduction to Starting and Sustaining a Microenterprise Development Program (2003) -- Available formats: pdf
This is a training module developed by AEO that gives the history of the microdevelopment movement.Working with Credit Unions (2000) -- Available formats: ppt rtf
A presentation on the benefits and disadvantages of using a credit union as a lending partner. Describes similarities to and differences from traditional banks.Organizational Resources
Directory of IDA Programs (2010) -- Available formats: external
Directory of IDA Programs - A searchable database compiled by CFEDMicroMentor.org (2010) -- Available formats: external
MicroMentor.org - A resource that connects microentrepreneurs with mentors with experience appropriate to their business. Microenterprise development organizations can become an affiliate, and receive additional services such as outcome tracking.Assistive Technology Funding Sources (2009) -- Available formats: rtf
This list of outside funding sources for assistive technology was compiled by MDTAP, and referenced during the "Customer Service is our Goal" session of the New Directors Series on June 8, 2009.Collecting on Bad Debt: Lessons from AFP and Telework Programs (2009) -- Available formats: html
A resource document with links to useful informationFederal Funding Sources for Microenterprise Development (2009) -- Available formats: pdf
This lists common funding sources, primarily federal programs that provide funding to microlenders.Funding for Microenterprise Development Organizations (2009) -- Available formats: rtf
List of current and potential funders of microloan programs.Identity 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.List of hearing aid resources (2009) -- Available formats: rtf
This document was referenced in the June 8, 2009 New Directors Series Call #1 "Customer Service is our Goal"MDO Funding Resources Sheet (2009) -- Available formats: pdf
This chart provides a list of the major fuunding sources for microdevelopment loans.Possible Sources for Financial Literacy Education Funding (2009) -- Available formats: rtf
Funding sources as identified by users of the Community Development Banking listservPossible Sources for Financial Literacy Education Funding (2009) -- Available formats: rtf
This document lists sources of funding for financial literacy training.MicroLenders (2008) -- Available formats: ppt
This presentation describes the microlender programs in the country, the typical lenders and their services. It also looks a the demographics of the borrowers of micro lenders.Self Employment Resources (2008) -- Available formats: rtf
This listing ofers a wealth of resources to assist the telework loan program and its borrowers in areas including assessments, business plan development, financial, funding, legal, and more.Work Incentives Planning and Assistance (2008) -- Available formats: ppt
This presentation looks at the WIPA program. It describes the differences between SSI and SSDI and how each has benefits that are affected by financial loans and work. It includes ways that a loan program can work with WIPA centers and how to link to these programs.American Association of People with Disabilities (AAPD) Low-Interest Loans (unknown) -- Available formats: html
One of the benefits of membership in AAPD, is that its members can join the Digital Credit Union and potentially qualify for low interest loans to purchase assistive technology, vans and other equipment.Association of Blind Citizens (unknown) -- Available formats: external
The Association of Blind Citizens has established an Assistive Technology Fund to cover 50% of the price of adaptive devices or software. Applicants can apply during the three grant periods (June, September, and December) each year. There are limits on the price of the device and family income.Bank of America Access Loans (unknown) -- Available formats: html
For vehicles and home modificationsNational Credit Union Adminstration (unknown) -- Available formats: external
This is the national office for credit unionsNational Federation of Community Development Credit Unions (unknown) -- Available formats: external
This is a national association of community development credit unios.Rural Housing Repair and Rehabilitation Loans (unknown) -- Available formats: html
Rural Housing Repair and Rehabilitation Loans are loans funded directly by the Government. These loans are available to very low-income rural residents who own and occupy a dwelling in need of repairs. Funds are available for repairs to improve or modernize a home, or to remove health and safety hazards. This loan is a 1% loan that may be repaid over a 20-year period.
