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Browse By Topic - Policies and Procedures

  • Topic Snapshot

    Topic Snapshot: AFP/Telework Policies and Procedures (2011) -- Available formats: html
    Overview of resources available for this topic.

  • General

    Current Legal Issues Facing Alternative Financing Programs (2013) -- Available formats: ppt
    Presenation from RESNA conference 2013

    Education Panel I Accessible Instructional Materials - Wyoming (2013) -- Available formats: ppt
    Presentation from the RESNA 2013 conference

    Education Panel II Supporting AT Use in Schools - Illinois (2013) -- Available formats: ppt external
    Presenation from the RESNA 2013 conference

    Education Panel II Supporting AT Use in Schools - Wyoming (2013) -- Available formats: ppt
    Presentation from the 2013 RESNA conference

    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.

    Publication: Findings from the Top Performers Workgroup (2011) -- Available formats: word
    This document summarizes and presents the results of the Top Performers in Telework Loan Programs workgroup, as part of the Telework Loan Programs initiative of 2010. Five identified Keys to Success are detailed, and specific action steps and worksheets are provided for all program's use.

    Telework - Allowable Loans Fact Sheet (2011) -- Available formats: word
    This overview provides a quick reference as to what are considered allowable Telework Progam loans, as indicated by the latest Technical Assistance Circular and policy evolution.

    Update on Telework Loans September 27, 2010 (2010) -- Available formats: rtf mp3
    This teleconference reflected on the activities of the loan programs in FY 2009. Nancy Meidenbauer from NATTAP provided Telework Program data since the programs began. Tony Rice, Director of the Maryland WorkABILITY Loan Program shared his policy changes that resulted in Maryland's high volume of telework loans.

  • Reports

    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.

    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.

    Lessons Learned Providing Vehicle Loans (2007) -- Available formats: rtf
    This report provides an overview of how AFPs manage vehicle loans. Topics include: The policy and decision-making process for vehicle loans,underwriting, servicing, and marketing.

    RSA Technical Assistance Circular for Telework (2007) -- Available formats: pdf rtf
    RSA issued this technical assistance ciruclar in 2007, which provides guidance to telework programs regarding acceptable items for purchase with telework loans.

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

    Elements of AFPs Policies and Procedures Manual - September 25, 2006 (2006) -- Available formats: rtf mp3
    Stan Provus analyzed the policies and procedures manual of many of the AFPs. During this conference call, Stan shares his findings with the loan programs. He identifies core elements for policy manuals and suggests some language for the policies. Manuals for two AFPs are featured. Tony Rice from the Maryland Loan program and Patti Lind from the Iowa Abilities Fund discuss their loan program policies. The accompanying publication, "Elements of Alternative Financing Programs Policies and Procedures Manuals" is available on the web.

    Elements of Policy and Procedures Manuals (2006) -- Available formats: rtf
    This paper is a review of policies and procedures for Alternative Financing Programs (AFPs), particularly direct loan or loan guarantee programs.

    Investment Policies Conference Call - May 18, 2006 (2006) -- Available formats: rtf
    Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.

    RSA Technical Assistance Circular for AFPs - September 7, 2006 (2006) -- Available formats: rtf
    Rehabilitation Services Administration Technical Assistance Circular (TAC) dated September 7, 2006 that offers a framework for AFPs to help them determine if a particular device is assistive technology for the purposes of providing a financial loan.

    Frequently asked Questions on Telework Listserv (2005) -- Available formats: html
    Questions and answers concerning qualifications of borrower, purchasing training, suppies, repair, and maintenance, providing financial literacy and credit counseling, promoting the use of telework, the definition of a telework center, and preference to those who have IPEs.

  • Sample Documents

    Washington Telework Checklist (2010) -- Available formats: rtf
    This list provides loan processors with the key items to be considered for funding telework loans.

    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.

    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.

    Michigan AT Loan Fund Policies and Procedures (2009) -- Available formats: rtf
    March 2009

    Michigan Identity Theft Policy (2009) -- Available formats: rtf
    This is Michigan's response to the Red Flag rule . It provides a sample identity theft policy

    Michigan Telework Policies and Procedures (2009) -- Available formats: rtf
    March 2009

    Connecticut AFP Policies and Procedures (2008) -- Available formats: rtf
    December 2008

    Pennsylvania AT Foundation Loan Policy Manual (2008) -- Available formats: rtf
    March 2008

    Pennsylvania Mini-Loan Guidelines (2008) -- Available formats: rtf
    August 2008

    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.

    Virginia Telework Policy Manual (2008) -- Available formats: rtf
    January 2008

    Virginia Telework Policy Manual (2008) -- Available formats: rtf
    Sample policies and procedures from Virginia

    Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
    September 2007

    Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
    Policies and procedures from the Kansas Telework program

    Maryland Telework Policies and Procedures (2007) -- Available formats: rtf
    July 2007

    Maryland Telework Policies and Procedures (2007) -- Available formats: rtf
    Sample policies and procedures from the Maryland Telework Loan Program

    Wisconsin Telework Policies and Procedures Manual (2007) -- Available formats: rtf
    August 2007

    Oklahoma AT Foundation Loan Policy Manual (2005) -- Available formats: rtf
    March 2005

  • Toolkits

    Washington Telework Checklist (2010) -- Available formats: rtf
    This list provides loan processors with the key items to be considered for funding telework loans.

    AFP Administration - Policy Considerations (2007) -- Available formats: rtf
    This handout looks at loan loss reserves and risk rating of the portfolio.

    Risk Management - Worksheets (2004) -- Available formats: rtf
    This document provides sevaral ways to approach collections and risk rating of loans.

  • Marketing Materials

    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.

  • Training 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.

    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 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.

    Risk Management for Loan Programs (2004) -- Available formats: ppt rtf
    This powerpoint highlights strategies for loan programs to manage risk.

  • Profile

    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.

  • Legislation

    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.

    2009 Telework Forum Follow-Up - July 14, 2009 (2009) -- Available formats: rtf mp3
    This call provides a recap of major issues that were discussed at the 2009 Telework Forum in Arlington, VA. A presentation on the microenterprise development field was given by NATTAP. Rob Groenendaal, Brian Bard, and Jeremy Buzzell from RSA provided insight into the case-by-case evaluation standard established in the 2007 Telework Technical Assistance Circular.

    RSA Dear Colleague Letter- March 8, 2007 (2007) -- Available formats: pdf rtf
    Regarding grant writing by AFP and Telework grantees

    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.

    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.

    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.

    Loans for Training, Repairs, Warranties (2005) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

  • Essential Documents

    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.

    RSA Dear Colleague Letter- March 8, 2007 (2007) -- Available formats: pdf rtf
    Regarding grant writing by AFP and Telework grantees

    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 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.

  • Teleconferences

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

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

    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.

    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.

    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.

    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.

    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.

    Kansas Telework Policies and Procedures (2007) -- Available formats: rtf
    September 2007

    Wisconsin Telework Policies and Procedures Manual (2007) -- Available formats: rtf
    August 2007

    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.

    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.

    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.

  • Meetings

    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.

    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.

  • Organizational Resources

    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.