Browse By Topic - Fiscal Management
Reports
Considerations for Effective Implementation Setting Up Device Loan and Demonstration Programs (2006) -- Available formats: word
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Improving State Assistive Technology Programs Considerations for Effective Implementation (2006) -- Available formats: pdf
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Sample Documents
CReATE Service Fee Form (2009) -- Available formats: rtf
This form is used by the Utah AT Reuse Program to charge fees for service. Part of the Fee-for-Service teleconference October 29, 2009Sample State Plan Model Letter (2007) -- Available formats: rtf
Model letter to RSA indicating changes to state plan Summer 2007Considerations for Effective Implementation Setting Up Device Loan and Demonstration Programs (2006) -- Available formats: word
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Improving State Assistive Technology Programs Considerations for Effective Implementation (2006) -- Available formats: pdf
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Toolkits
Getting Started: Adding Fee-for-Service as Another Tool in Your Toolbox (2011) -- Available formats: word
This document provides questions that can guide a statewide program when it is considering adding fee-for-service as a method of providing services.Marketing Materials
Considerations for Effective Implementation Setting Up Device Loan and Demonstration Programs (2006) -- Available formats: word
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Improving State Assistive Technology Programs Considerations for Effective Implementation (2006) -- Available formats: pdf
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Training Materials
New Statewide AT Directors Conference Call-December 1, 2011 (2011) -- Available formats: mp3
MP3 of the new statewide AT Directors call on December 1, 2011, which focuses on Module Four (Fiscal and Contract Management) from the New Statewide AT Directors Orientation Curriculum.Overview of Statewide AT Fiscal and Contract Management (2011) -- Available formats: ppt
PowerPoint explaining the Statewide AT Act Program fiscal and contract management.Profile
CReATE Fee for Services (2009) -- Available formats: rtf
Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their program has implemented fee-for-service to serve more people with disabilitiesDirect Lending: A Case Study of the Connecticut Loan Program (2009) -- Available formats: ppt
This powerpoint highlights the main areas of consideration when moving to using a direct lending model. Connecticut is used as a case study. Program management, key factors, and the former and future model are discussed.Fee for Service Teleconference Powerpoint (2009) -- Available formats: rtf ppt
Tammy Koger from the North Carolina AT Act Program shared information on how NC has implemented fee-for-service to serve more people with disabilities. This presentation provides information about the NC administrative code, the fees charged, and the type of services provided.Essential Documents
EDGAR 74.24 (2009) -- Available formats: rtf
Excerpts from EDGAR regarding accounting for fee- for-service activities.EDGAR 74.24 - Fee for Service (2009) -- Available formats: rtf
This document spell out what is allowed when providing servicesfor fees.Teleconferences
How to Liquidate Formula Funds Teleconference - Thursday, August 18, 2011 (2011) -- Available formats: mp3
Brian Bard and Rob Groenendaal from RSA provide information about a new process for obligating and liquidating formula grant funds for statewide programs, with particular attention on the procedure for late liquidations.New Statewide AT Directors Conference Call-December 1, 2011 (2011) -- Available formats: mp3
MP3 of the new statewide AT Directors call on December 1, 2011, which focuses on Module Four (Fiscal and Contract Management) from the New Statewide AT Directors Orientation Curriculum.Q&A With RSA: SF269, State Plans, and Other Items - Teleconference - December 9, 2010 (2010) -- Available formats: rtf
Rob Groenendaal, Brian Bard, and Ken Schellenberg from RSA discuss the SF269 form, and its newer version the 425. They explain the importance of these forms. In addition, they answer questions on State Plan amendments and performance measures.CReATE Fee for Services (2009) -- Available formats: rtf
Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their program has implemented fee-for-service to serve more people with disabilitiesCReATE Service Fee Form (2009) -- Available formats: rtf
This form is used by the Utah AT Reuse Program to charge fees for service. Part of the Fee-for-Service teleconference October 29, 2009EDGAR 74.24 (2009) -- Available formats: rtf
Excerpts from EDGAR regarding accounting for fee- for-service activities.EDGAR 74.24 - Fee for Service (2009) -- Available formats: rtf
This document spell out what is allowed when providing servicesfor fees.Fee for Service Teleconference Powerpoint (2009) -- Available formats: rtf ppt
Tammy Koger from the North Carolina AT Act Program shared information on how NC has implemented fee-for-service to serve more people with disabilities. This presentation provides information about the NC administrative code, the fees charged, and the type of services provided.Fee for Service Teleconference - October 29, 2009 - Powerpoint (2009) -- Available formats: ppt rtf
This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.Fee for Service Teleconference - October 29, 2009 - Transcript (2009) -- Available formats: rtf
This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.Fee for Service Teleconference - October 29, 2009 - Transcript and MP3 file (2009) -- Available formats: rtf mp3
This teleconference focused on how to start fee-for-service activities. During this call, Rob Groenendaal and Brian Bard from RSA discussed EDGAR regulations and how to report generated program income. Tammy Koger from the North Carolina AT Act Program, Heather Young and Alma Burgess from the Utah Assistive Technology Program shared information on how their programs have implemented fee-for-service to serve more people with disabilities.Reporting Financial Status Using the SF-269 – December 10, 2009 (2009) -- Available formats: rtf mp3
Brian Bard and Rob Groenendaal from RSA shared information on how to annually report your program’s financial status using the SF269 form via RSA’s MIS system.SF269/ State Plans Teleconference – December 18, 2008 (2008) -- Available formats: rtf mp3
NATTAP hosted a teleconference on grants management issues. Rob Groenendaal, Ken Schellenberg, Brian Bard, and Jeremy Buzzell from RSA provided information on how to annually report your program’s financial status using the SF 269 form via RSA’s Management Information System (MIS). Questions regarding State Plans were also addressed. MP3 fileDeveloping Effective Subcontracting Relationships Teleconference (2007) -- Available formats: rtf mp3
Developing Effective Subcontracting Relationships, Teleconference held September 27, 2007Indirect Cost Rates Teleconference (2007) -- Available formats: rtf mp3
Indirect Cost Rates, Teleconference held October 30, 2007RSA Indirect Cost Q & A – Conference Call October 30, 2007 (2007) -- Available formats: rtf
RSA Indirect Cost Q & A – Conference Call provides some answers to common questions and situations.RSA Update - End of FY2007, May 17, 2007 Teleconference (2007) -- Available formats: ppt
RSA provides an update of the year's activities.RSA Update - End of FY2007, May 17, 2007 Teleconference - MP3 (2007) -- Available formats: mp3
Audio for RSA Update - End of FY2007, May 17, 2007 teleconference.Update from RSA - Dear Colleague Letter - May 2007 (2007) -- Available formats: word
Describes how programs need to treat funds at the end of the fiscal year.Fee for Service Teleconference - September 14, 2006 (2006) -- Available formats: rtf mp3
Fee for Service Teleconference - September 14, 2006Meetings
New Directors Orientation 2011 (2011) -- Available formats: ppt
This presentation provides an overview of the AT Act division of funds, Advisory Councils, and program policies and procedures.AT Loan Program - Connecticut Data (2009) -- Available formats: xls
This chart shows the number of defaulted loans that the Connecticut loan program had prior to being reorganized.Direct Lending: A Case Study of the Connecticut Loan Program (2009) -- Available formats: ppt
This powerpoint highlights the main areas of consideration when moving to using a direct lending model. Connecticut is used as a case study. Program management, key factors, and the former and future model are discussed.Considerations for Effective Implementation Setting Up Device Loan and Demonstration Programs (2006) -- Available formats: word
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Improving State Assistive Technology Programs Considerations for Effective Implementation (2006) -- Available formats: pdf
A publication that provides the framework for considerations for effective implementation of device loan and demonstration programs.Financial Status Report Form (2005) -- Available formats: pdf
Training on State Plan Development for AT Act Programs Meeting Handout. This form is the Financial Status Report form that programs use to report on their financial status.Financial Status Report LINE-BY-LINE - SF 269 (2005) -- Available formats: rtf
Training on State Plan Development for AT Act Programs Meeting handouts. This provides information on how to fill out the SF 269 form.RSA AT Conference--Part II Financial Status Report (2005) -- Available formats: rtf
Training on State Plan Development for AT Act Programs Meeting handout. This document summarizes what is in the SF 269 and how it should be filled out.Technical Assistance Circular - SF 269 - Aug 8, 2001 (2005) -- Available formats: rtf
Training on State Plan Development for AT Act Programs Meeting Handout. This TAC from August 2001 provides guidance for completing the SF 269.Organizational Resources
Overview of Statewide AT Fiscal and Contract Management (2011) -- Available formats: ppt
PowerPoint explaining the Statewide AT Act Program fiscal and contract management.
