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  • General

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

    Education Panel I Accessible Instructional Materials - What's New With AIM? (2013) -- Available formats: ppt
    Presenation 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

    Encouraging Self-Employment through Assistive Technology (2013) -- Available formats: ppt
    Presentation from the RESNA 2013 conference

    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 Conference

    Moving from Good to Great: Financial Loan Program Evolutions - Indiana (2013) -- Available formats: ppt
    Presentation from the RESNA 2013 conference

    Moving from Good to Great: Financial Loan Program Evolutions - Maine (2013) -- Available formats: ppt
    Presentation from the RESNA Catalyst 2013 conference

    Panel AT Act Entities Collaborations with Employers - CT (2013) -- Available formats: ppt
    Presentation from the RESNA 2013 conference

    Panel AT Act Entities Collaborations with Employers - NE (2013) -- Available formats: ppt
    Presentation from the 2013 RESNA conference

    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.

    State AT Programs share Medicaid iPad coverage initiative OK, VT, CO (2013) -- Available formats: ppt
    Presentation from the RESNA 2013 conference

    State AT Programs share Medicaid reuse initiatives KS, OK, VT (2013) -- Available formats: ppt
    Presentation from the 2013 RESNA conference

    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 2010

    AFP 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.

    AFP Data FY 2009 (2011) -- Available formats: xls
    Excel of FY 2009 AFP data

    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.

    07-08 AT Act Report to Congress (2010) -- Available formats: pdf
    The FY 2007-2008 report to congress on the AT Act programs

    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 Disabilities

  • Reports

    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.html

    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.

    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 2010

    AFP 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.

    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.

    AFP Chartbook 2000-2008: Data from the Alternative Financing Program (2009) -- Available formats: html xls
    March 2009

    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.

    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.

    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 study

    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.

    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.

    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.

    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 Disabilities

    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.

    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 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.

    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 IDA

    Assessing 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 Disabilities

    Washington State IDA Account Regulations (2005) -- Available formats: rtf
    This document details the assets that may be purchase and who is eligible.

    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.

    2002 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.

    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. 2000

    Matrix 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. 2000

    Matrix 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. 2000

    Matrix of State Assistive Technology Loan Programs: TABLE 4. Loan Criteria (2000) -- Available formats: html word txt
    List of loan programs and their criteria. 2000

    Negotiating 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

    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.

    Washington State IDA Account Regulations (2005) -- Available formats: rtf
    This document details the assets that may be purchase and who is eligible.

  • Toolkits

    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.

  • Marketing Materials

    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.

    Assessing 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.

  • Training Materials

    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.

  • Profile

    Alabama AFPTele Profile (2012) -- Available formats: rtf
    Profile for Alabama AFP Financial Loan Program

    Arizona AFPTele Profile (2012) -- Available formats: rtf
    Profile for Arizona AFP and Telework Financial Loan Programs

    Arkansas AFPTele Profile (2012) -- Available formats: rtf
    Profile for Arkansas AFP Financial Loan Program

    Delaware AFPTele Profile (2012) -- Available formats: rtf
    Profile for Delaware AFP and Telework Financial Loan Programs

    Florida AFPTele Profile (2012) -- Available formats: rtf
    Profile for Florida AFP and Telework Financial Loan Programs

    Georgia AFPTele Profile (2012) -- Available formats: rtf
    Profile for Georgia AFP Financial Loan Program

    Guam AFPTele Profile (2012) -- Available formats: rtf
    Profile for Guam AFP and Telework Financial Loan Programs

    Illinois AFPTele Profile (2012) -- Available formats: rtf
    Profile for Illinois AFP and Telework Financial Loan Programs

    Iowa AFPTele Profile (2012) -- Available formats: rtf
    Profile for Iowa AFP and Telework Financial Loan Programs

    Kansas AFPTele Profile (2012) -- Available formats: rtf
    Profile for Kansas AFP and Telework Financial Loan Programs

    Kentucky AFPTele Profile (2012) -- Available formats: rtf
    Profile for Kentucky AFP Financial Loan Program

    Louisiana AFPTele Profile (2012) -- Available formats: rtf
    Profile for Louisiana AFP Financial Loan Program

    Maine AFPTele Profile (2012) -- Available formats: rtf
    Profile for Maine AFP Financial Loan Program

    Maryland AFPTele Profile (2012) -- Available formats: rtf
    Profile for Maryland AFP and Telework Financial Loan Programs

    Massachusetts AFPTele Profile (2012) -- Available formats: rtf
    Profile for Massachusetts AFP Financial Loan Program

    Michigan AFPTele Profile (2012) -- Available formats: rtf
    Profile for Michigan AFP and Telework Financial Loan Programs

    Minnesota AFPTele Profile (2012) -- Available formats: rtf
    Profile for Minnesota AFP and Telework Financial Loan Programs

    Missouri AFPTele Profile (2012) -- Available formats: rtf
    Profile for Missouri AFP and Telework Financial Loan Programs

    Nebraska AFPTele Profile (2012) -- Available formats: rtf
    Profile for Nebraska AFP and Telework Financial Loan Programs

    Nevada AFPTele Profile (2012) -- Available formats: rtf
    Profile for Nevada AFP Financial Loan Program

    New Mexico AFPTele Profile (2012) -- Available formats: rtf
    Profile for New Mexico AFP and Telework Financial Loan Programs

    North Dakota AFPTele Profile (2012) -- Available formats: rtf
    Profile for North Dakota AFP Financial Loan Program

    Northern Marianas AFPTele Profile (2012) -- Available formats: rtf
    Profile for Northern Marianas AFP Financial Loan Program

    Oklahoma AFPTele Profile (2012) -- Available formats: rtf
    Profile for Oklahoma AFP and Telework Financial Loan Programs

    Pennsylvania AFPTele Profile (2012) -- Available formats: rtf
    Profile for Pennsylvania AFP Financial Loan Program

    South Carolina AFPTele Profile (2012) -- Available formats: rtf
    Profile for South Carolina AFP and Telework Financial Loan Programs

    Utah AFPTele Profile (2012) -- Available formats: rtf
    Profile for Utah AFP and Telework Financial Loan Programs

    Vermont AFPTele Profile (2012) -- Available formats: rtf
    Profile for Vermont AFP Financial Loan Program

    Virgin Islands AFPTele Profile (2012) -- Available formats: rtf
    Profile for Virgin Islands AFP Financial Loan Program

    Virginia AFPTele Profile (2012) -- Available formats: rtf
    Profile for Virginia AFP and Telework Financial Loan Programs

    Washington AFPTele Profile (2012) -- Available formats: rtf
    Profile for Washington AFP and Telework Financial Loan Programs

    Wisconsin AFPTele Profile (2012) -- Available formats: rtf
    Profile for Wisconsin AFP and Telework Financial Loan Programs

    Wyoming AFPTele Profile (2012) -- Available formats: rtf
    Profile for Wyoming AFP Financial Loan Program

  • Legislation

    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.html

    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.

    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.

    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 Disabilities

    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 Disabilities

    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.

  • Essential 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.

  • Teleconferences

    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 study

    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.

  • Meetings

    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.

    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.

    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.