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SLIDE 1:
AT Data Collection Instrument & Performance Report
NISAT Data Collection Meeting
November 16 & 17, 2006
Phoenix, Arizona
SLIDE 2:
Basics
Reporting Period - based on FFY
Begins on October 1 each year & ends the following September 30
The first reporting period will begin upon OMB approval of data collection system
Continue through the end of FY 2007 ending on September 30, 2007
Second reporting period -FY 2008 (October 1, 2007 - September 30, 2008)
Third reporting period - FY 2009 (October 1, 2008 - September 30, 2009)
SLIDE 3:
Reporting Data
Statewide AT Programs must collect and report data on activities that are supported
using funds from their State Grant for AT under section 4 of the AT Act.
Each Statewide AT Program submitted a State Plan identifying these activities.
Amend Plan if it doesn’t reflect activities
Data should not be reported for state-level activities if you opted for “Comparability”
or “State Flexibility”
SLIDE 4:
Comparability
Described in 2004 Amendments to AT Act
Not required to carry out a required state-level activity if the amount of financial
support provided from state or other nonfederal resources or entities for that activity
is comparable or greater than the amount that the state would have expended for the activity.
If you claimed comparability for a state-level activity – do not report data
SLIDE 5:
State Flexibility
Described in 2004 Amendments to AT Act
State may use funds to carry out any two or more of the required state-level activities,
meaning a state can choose not to conduct up to two activities. 70/30 versus 60/40 split
of AT dollars
Do not report data for any activity for which your Statewide AT Program claimed state
flexibility
SLIDE 6:
Reporting Data
Non AT Act required activities
Implemented by AT programs
Not required by AT Act
Not approved as part of State Plan
Not supported with AT Act dollars.
Example- AT Evaluations
If activities are AT related and you want to report data
Report under “Additional and Leveraged Funding” Table B Leveraged Funding
for Activities Not in State Plan (not previously reported)
SLIDE 7:
Are you reporting?
General Information
Did you conduct any state financing activities for the reporting period?
Yes
No, state exercised state flexibility
No, state claimed comparability
No, state is developing an activity not yet implemented
If your STATE Plan includes a state financing activity under Attachment 5.1 you
must check yes.
SLIDE 8:
Missing Data
Unable to provide data due to circumstances beyond your control Enter “MD”
(missing data)
MD should be used only in rare circumstances
Must explain any missing data under “Notes” at the end of the section
in which the MD appears
SLIDE 9:
Anecdotes
Provide anecdote about individual that benefited from the activity
individual with a disability or a family member
In some cases it may be appropriate to provide an anecdote about a professional.
Guidelines:
Limit to 500 words or less.
Include examples - understandable to an uninformed audience.
Do not repeat the same anecdote in multiple sections.
Do not use identifying information about the individual
Appropriate to the activities your reporting on.
SLIDE 10:
Anecdotes
Be as specific as possible
What AT device, service or information was needed?
How did your Statewide AT Program help the individual obtain the device, service
or information?
What barrier(s) did your Statewide AT Program help the individual overcome?
If applicable, how did your Statewide AT Program collaborate with other entities
in providing this help?
How did obtaining that device or service improve the individuals life?
How did it improve the individual’s access to education, employment,
community living or telecommunications/information technology?
SLIDE 11:
Notes
Guidance reflects the activity- ex. Reuse
Describe any unique issues that may affect your data in this section (e.g.,
types of devices that are not reutilized because they are available from another source).
If you have a device exchange program, please describe your data collection method,
any challenges with collecting these data, and plans for overcoming those challenges.
SLIDE 12:
State Financing
SLIDE 13:
Are you reporting?
Did you conduct any state financing activities for the reporting period?
Yes
No, state exercised state flexibility
No, state claimed comparability
No, state is developing an activity not yet implemented
If your STATE Plan includes a state financing activity under Attachment 5.1 you must check yes.
SLIDE 14:
State Financing Data
State Financing
Other State Financing
ATF*
CO-OP Buying
Intense Case Management
Last Resort Activities
Telecommunications Distribution
Other
SLIDE 15:
Geographic Distribution
Rural Urban Continuum Code
http://rtc.ruralinstititue.umt.edu/geography/countydisability.asp
Or to download excel file go to:
http://www.ers.usda.gov/Data/RuralUrbanContinuumCodes/
Codes 1-3 are considered “metro”
Codes 4-9 are considered “non-metro”
SLIDE 16:
Number of Applications
Geographic Distribution
SLIDE 17:
Loans Made Information
SLIDE 18:
Number and Percentage Loans
Applicants Income
SLIDE 19:
Definitions – Type of Loans
Revolving Loans – the loan program directly provides the funds that are loaned
Partnership Loans – funds are from a source other than the Statewide AT Program,
usually a financial entity, through an agreement
Loan Guarantee
Interest Buy-Down
SLIDE 20:
Definitions – Type of Loans
Loan Guarantee – the loan program uses its funds to guarantee all or a portion
of a loan
Interest Buy-Down – the loan program funds are used to buy down the interest
rate of the loan resulting in lower interest payment charged to the consumer
SLIDE 21:
Definitions – Type of Loans
Low-Interest Loan – the interest charged to the consumer is at or below prime
rate. Prime rate is interest rate charged by commercial banks for large loans
Preferred Interest Loan – the interest rate that is lower than the consumer
would normally pay
SLIDE 22:
Type of Loan
SLIDE 23:
Number & Dollar Value
SLIDE 24:
Interest Rates
SLIDE 25:
Loan Made at Interest Rate
SLIDE 26:
Types & Dollar Amount of AT
SLIDE 27:
Definitions - Defaults
Loan in Default – on or before, 120 days in which the borrower has not made
the scheduled payment for the balance still owed to the loan program; or when the
loan program paid the lending institution the remaining agreed upon balance of loan.
Do not count loans that have had rescue payments.
SLIDE 28:
Definitions - Defaults
Active Loans – a borrower owes money and is still actively making payments
and the loan program is responsible for all or part of the balance in case of default.
Revolving Loans
Guarantee Loans
Total Net Losses – the amount unpaid on a revolving or guarantee loan and/or
any loan payout amounts minus the amount of collateral recovered.
SLIDE 29:
Definitions - Defaults
Count:
All Active Loans from when the loan program originated, in which the loan program
is responsible for all or part of the balance if the loan was to default on the
last day of the reporting period.
Do Not Count:
Loans in which the loan program does not have a financial responsibility to pay the
bank in case of default, such as:
Interest Buy-Down Loans
Low Interest or Preferred Interest Loans
SLIDE 30:
Defaults
SLIDE 31:
State Financing –
Resources and Services
Select if you did the following:
Access to Telework Funds (for AT only)
“Last Resort” Activity
Financing for Home Modifications
Telecommunications Distribution
Other – specify
If you have more than one activity to report, you will need to complete the section
more than once.
SLIDE 32:
Number of Individuals Served
Geographic Distribution
SLIDE 33:
Type & Dollar Amounts
Type of AT Devices/Services
Number of Devices Funded
Value of AT Provided
SLIDE 34:
State Financing –
AT for Reduced Cost
Cooperative Buying Activity
Other - Specify
Number of Individuals Served
Metro 10
Non-Metro 10
Number of Individuals Included in Performance Measures (some excluded)
12
SLIDE 35:
Savings to Consumers
SLIDE 36:
Performance Measures
State Financing Activities are Acquisition Performance Measure
Number of individuals loans were made – i.e. 40
Number of individuals served by Other State Financing Activities – i.e. 12
Example is 52 people
SLIDE 37:
Performance Measures
SLIDE 38:
Performance Measures
SLIDE 39:
Customer Satisfaction
SLIDE 40:
Device Reuse
SLIDE 41:
Device Reuse
Device reutilization includes
device exchange activities (want-ad listing)
device recycle/refurbish/repair activities.
open-ended device loans
borrower keeps the device as long as it’s needed
Reuse – Acquisition Performance Measure
SLIDE 42:
Device Exchange
Devices listed in a “want ad”-type posting and consumers can contact
and arrange to obtain the device (either by purchasing it or obtaining it for free)
from the current owner.
Exchange activities do not
involve warehousing inventory
do not include repair, sanitation, or refurbishing of used devices.
AT Program may be directly involved in making exchange or the consumer and current
owner make exchange without the involvement of the Statewide AT Program.
Data on device exchange may be difficult to gather if your program does not serve
as an intermediary and have direct involvement in the exchange.
SLIDE 43:
Device recycle/refurbish/repair activities
Devices are:
Accepted (usually by donation) into an inventory;
Repaired, sanitized, and/or refurbished as needed;
Offered for sale, loan, rental, or give away to consumers as recycled products.
Repair of devices for an individual (without the ownership of the device changing
hands) should be reported as device recycling.
SLIDE 44:
Are You Reporting?
Did you conduct device reutilization during the reporting period?
Yes
No, state exercised state flexibility
No, state claimed comparability
No, state is developing an activity not yet implemented
If your STATE Plan includes device reuse activity under Attachment 5.1 State Level
Activities you must check yes.
SLIDE 45:
Number of Recipients of Reutilized Devices
SLIDE 46:
Number of Recipients of Reutilized Devices
SLIDE 47:
# Receiving a Device VS. Performance Measure
The number of individuals receiving devices through reutilization may not match
the number included for Performance Measure.
May not have direct contact with buyers and can’t collect enough information
to include in the performance measures.
Entities that have an obligation to provide AT may use reuse program to provide
the device. Performance measure data questions are not answerable because issue
of affordability or availability are not allowable reasons to limit access to AT
that has been identified as appropriate and needed to meet educational goals.
Entities that acquire reutilized devices under these circumstances should not be
included in the performance measures.
For example, a school has an obligation to provide an AT device identified in a
child’s IEP- the school may obtain the device through the reutilization program.
SLIDE 48:
Device Exchange Activities
SLIDE 49:
Device Exchange Activities
SLIDE 50:
Exchange
Data Collection Options
If you operate a device exchange you have options for collecting data. You may:
Report only the number and type of devices exchanged through your program.
No collection or reporting of estimated current price, amount devices were sold
and performance measure data on your exchange activity.
Rely on other reuse activities for performance measure
Report data by collecting information from the current owner of the device;
collecting information from the recipient of the device; or collecting information
from a combination of the recipient and current owner.
SLIDE 51:
Example 1: Contact those who removed devices from your exchange during this reporting
period. Confirm with the “seller” whether or not the exchange took place
as a result of your device exchange rather than for some other reason
You already know the device (can categorize and estimate the current purchase price)
Seller can tell you for how much the device was sold (or transferred at no cost).
Seller may have interacted with the buyer to the extent that he can provide you with
performance measure data. Giving you all of the needed information from the seller.
SLIDE 52:
Example #2: Obtain information from both buyer and seller. You may take the steps
in Example #1. If seller does not have enough info they might provide contact information
for the buyer - you can do a follow up and obtain performance measure information.
Example #3: Build a feature into your system that does not allow a buyer access to the
seller’s information without first providing you with contact information. Follow
up with each of these buyers to see if they purchased devices from sellers. From those
who made a purchase, you can get the purchase price and performance measure information.
SLIDE 53:
CAUTION
If your program operates a device exchange program as the ONLY activity yielding an
“acquisition” performance measure, you are strongly encouraged to gather
and report performance measure data on the exchange program.
If you operate another type of reutilization activity ,or one or more state financing
activities, may choose to use those activities to generate the required device acquisition
performance measure data.
SLIDE 54:
Device Exchange Activities
SLIDE 55:
Reporting Exchanged Devices
Must have documentation of the price for which it was sold or exchanged.
To determine the current purchase price of the device - see the Manufacturer’s
Suggested Retail Price (MSRP)
Unable to find exact price for particular item, use the value of a comparable device.
Estimating is acceptable when exact pricing information is not available.
If the device was given away, use a sale price of zero in your calculations. The
system will calculate the resulting savings to consumers in the last column.
SLIDE 56:
Device Recycling/Refurbishment/Repair
SLIDE 57:
Device Recycling/Refurbishment/Repair
Same Rules Apply
For each type of AT device acquired by an end user
Enter the total estimated current purchase price of the devices
Enter the total price for which the devices were sold.
System will calculate the resulting savings to consumers.
Use the Manufacturer’s Suggested Retail Price (MSRP) to determine the current
purchase price of the device.
If unable to find exact price,-use the value of a comparable device.
Estimating is acceptable If the device was given away, use a sale price of zero
in your calculations.
SLIDE 58:
Open-Ended Loans
Same Rules Apply
For each type of AT device acquired by an end user
Enter the total estimated current purchase price of the devices
Enter the total cost to the consumer for the loan. No charge- use zero
System will calculate the resulting savings to consumers.
Use the Manufacturer’s Suggested Retail Price (MSRP) to determine the current
purchase price of the device.
If unable to find exact price,-use the value of a comparable device.
Estimating is acceptable If the device was given away, use a sale price of zero
in your calculations.
SLIDE 59:
Open-Ended Loans
SLIDE 60:
Anecdote
Provide at least one anecdote about an individual who benefited from a reutilization
activity.*
SLIDE 61:
Performance Measure
Reuse activities are covered by Acquisition Performance Measure
User Performance Surveys to collect data for this measure
Enter into Performance Measures Table G pp.27
Performance measure for exchange, recycling/refurbishment/repair* and open-ended
device loan activities should be reported in the table below.
The number of customers surveyed should equal the total number reported in the
second column (ii) of the table from Item B (pp. 22)
SLIDE 62: Number of Recipients of Reutilized Devices
SLIDE 63:
Acquisition Performance Measure
Data Collection Instrument
COMPLETED BY PROGRAM STAFF
ID (optional) ____________
Services provided:
“State financing” services—including financial loan, assistance
in accessing funds for AT devices/services, assistance in obtaining AT devices and
services at reduced cost or free, or other related services__
Device exchange—received an AT device through a device exchange program
OR
Device recycling—received an AT device through a device recycling program
Data Collection Instrument
SLIDE 64:
The primary purpose for which I need (or the person I represent needs) an AT device
or service is related to: (Mark only one answer.)
Education - participating in any type of educational program
Community living - carrying out daily activities, participating in community
activities, using community services, or living independently
Employment - finding or keeping a job; getting a better job; participating in an
employment training program, vocational rehabilitation program, or other program
related to employment
SLIDE 65:
Data Collection Instrument
Why did you chose to obtain an AT device/service from our program? (Mark only one answer.)
I could only afford the AT through this program. (I could not afford it through
other programs.)
The AT was only available to me through this program. (I am not eligible or don't
qualify for other programs, the AT is not covered by other funding sources or the
specific device I needed is not provided by other programs.)
The AT was available to me through other programs, but the system was too complex
or the wait time was too long.
None of the above
SLIDE 66:
Performance Measures
SLIDE 67:
Performance Measures
SLIDE 68:
Customer Satisfaction
Use data from Customer Satisfaction Surveys to complete Customer Satisfaction for
all customers served by device reutilization activities.*
Surveys from sellers and buyers can be included.
SLIDE 69:
Customer Satisfaction
SLIDE 70:
Notes
Describe any unique issues that may affect your data in this section (e.g., types
of devices that are not reutilized because they are available from another source).
If you have a device exchange program, please describe your data collection method,
any challenges with collecting these data, and plans for overcoming those challenges.
SLIDE 71:
Device Loan
SLIDE 72:
Device Loan
Programs provide short-term loans of AT devices to individuals or entities.
Purpose of the loan
Assist in decision making
Serve as a loaner while consumer waits for device repair or funding
Provide an accommodation on a short-term basis or
Other purposes.
“Other” purposes include:
Self-education by consumer for later decision making (e.g., when the school year
begins)
Self-education by an intermediary (e.g., a teacher) whose purpose is to become
familiar with the device; and
Training
SLIDE 73:
Reporting Data in Device Loan
Report only on short-term loans
Devices are loaned for a limited or prescribed amount of time that is determined
by your statewide AT program.
Do not report open-ended device loans that borrower can keep for as long as needed.
Report under “Device Reutilization.”
Only loans made for the purpose of decision-making should be included in the performance
measures.
SLIDE 74:
Guidance- Loans Made
If the same individual or entity borrows a device on more than one occasion during
the reporting period. Count each occasion as a separate loan if a separate decision
will be made.
If you extend the loan, count as a separate loan only if
Extension is for a different purpose than the original loan and a separate decision
will be made; or
Borrower is an “intermediary” borrowing on behalf of others (e.g., a
teacher), and the intermediary is requesting an extension to accommodate a second
“end user” (i.e., an individual other than the one for whom the loan
was initially made) and a second decision will be made.
SLIDE 75:
Are You Reporting?
Did you conduct device loans during the reporting period?
Yes
No, state exercised state flexibility
No, state claimed comparability
No, state is developing an activity not yet implemented
If your STATE Plan includes device loan activity under Attachment 5.1 State Level
Activities you must check yes.
SLIDE 76:
Short-Term Device Loans by Type of Purpose
SLIDE 77:
Short-Term Device Loans by Type of Purpose
SLIDE 78:
Short-Term Device Loans by Type of Purpose
Report total number of short-term device loans* made during the reporting period.
Loan (counted as one) - occasion on which a device(s) were borrowed by an individual/entity
who will use the device –
to make a decision (one decision) as result of trial use of the device in a natural environment,
as a loaner during device repair or while waiting for funding (no decision involved),
provide an accommodation (no decision involved)
other purpose (not involving a decision)
SLIDE 79:
The number of loans WILL equal the number of borrowers reported in Table C- Number
of Devices by Type of Borrower
The # of loans will NOT necessarily equal the number of devices borrowed
Multiple devices may be borrowed within a single loan.
SLIDE 80:
Number of Device Loans by Type of Borrower Table C pp.30
SLIDE 81:
Type of Borrower
Categorization required in Loan, Demo, Training, Public Awareness & Information Assistance
Classification of Individuals and Entities- 8 Categories
SLIDE 82:
Type of Borrower
SLIDE 83:
Type of Borrower
SLIDE 84:
Type of Borrower
SLIDE 85:
Type of Borrower
SLIDE 86:
Type of Borrower
SLIDE 87:
Type of Borrower
SLIDE 88:
Type of Borrower
SLIDE 89:
Number of Device Loans by Type of Borrower Table C pp.30
SLIDE 90:
Type of Borrower - Considerations
Some individuals or entities could fit into more than one category depending on
the program or service utilized and who they represent in their participation.
Choose one category to classify each individual or entity
Do not count them in multiple categories.
SLIDE 91:
Type of Borrower - Considerations
The name or type of organization that employs the individual may or may not reflect
how they should be categorized. A professional or other representative of an
entity may be classified differently depending upon who they primarily represent
in their interaction with the program or service.
Examples:
An individual with a disability work for a technology vendor, but access the device
loan program to obtain a loaner while their personal AT is being repaired.
Person should be classified as an individual with a disability as he/she accessed
the loan program representing himself/herself as a consumer.
SLIDE 92:
An occupational therapist (OT) employed by a hospital who participates in a device
demonstration as part of an IEP team would be reported under “Representative
of Education.”
Same OT might borrow devices to use in an evaluation as part of her work at the hospital
and would be classified as “Health, Allied Health, Rehabilitation”
SLIDE 93:
Number of Device Loans by Type of Borrower Table C
SLIDE 94:
Number of Device Loans by Type of Borrower Table C pp.30
SLIDE 95:
Length of Short-Term Device Loans
Report the usual length of a short-term device loan
Usual length determined by your statewide AT program’s policies?
No policy in place - report the average length of short-term device loans.
Report the length of loan in calendar days: (Numeric field)
SLIDE 96:
Types of Devices Loaned
SLIDE 97:
Types of Devices Loaned
SLIDE 98:
Types of Devices Loaned
SLIDE 99:
Types of Devices Loaned
SLIDE 100:
Anecdote
SLIDE 101:
Provide at least one anecdote about an individual who benefited from a device loan
activity.*
Performance Measures
Device loan activities covered by Access Performance Measure.
To collect performance data
Use survey tool and survey all customers who obtained device loans for the purpose
of decision-making (number reported in Table B)
Use data from the surveys to complete the Performance Measure table.
Report the number of short-term device loans* made by primary purpose (Education,
Employment, Community Living, IT/Telecom) of the loan.
Count each loan in only one category, even if the loan included multiple devices.
SLIDE 102:
Access Performance Measure
Collecting Data for Performance Measure Device Loan
If end user is directly involved collect performance measure data from end user
– not other participants
If intermediary is borrowing device on behalf of multiple users- collect data from
either intermediary or all of the end user(s).
Collect performance data only from those that obtained loan to make a decision.
Loans made on interim basis while waiting for repair or funding, or an accommodation are not counted.
SLIDE 103:
Loan Access Performance Measure
SLIDE 105:
Nonrespondents- Loan Program
Nonrespondents in excess of 35 percent will be included.
For example, your program served 100 customers and obtained responses from 55 of them.
Means that 45 percent of your customers were nonrespondents.
Ten percent, or 10, of the nonrespondents would be included in the denominator.
SLIDE 106:
Customer Satisfaction
SLIDE 107:
Notes
Describe unique issues that may affect your data in this section. For example
Types of devices not loaned because loans are available from another source
Types of devices not loaned because your inventory does not include those device(s)
Difficulty obtaining data from intermediaries, etc.
SLIDE 108:
Device Demonstrations
Guided experience with device(s)
With assistance of someone with technical expertise related to the device(s)
SLIDE 109:
Device Demonstrations
Compare features and benefits of a particular AT device or category of devices for
an individual or small group of individuals.
Purpose of device demonstration
Enable individual to make an informed choice
Rather than increasing aware of variety of AT.
SLIDE 110:
Device Demonstrations
Participant should
Be shown a variety of devices
Be able to interact with an expert to increase their knowledge and understanding
about the details and functions of a device
Drive the demonstration and have the ability to interact and individual questions
about the device addressed.
Expert may be in the same location as the participant or
Demo can be conducted via the internet or distance learning mechanism
SLIDE 111:
Distance Demonstration
Demos conducted via the internet or distance learning mechanism
Must be a real-time, interactive demonstration that provides one-on-one assistance
to the participant
Demos without direct (hands-on) access to the devices
Interaction must be structured to ensure the device can be adequately explored to
enable decision-making.
Note: A web-based demonstration that is archived or is a static presentation without
interaction is considered an awareness activity, not a demonstration.
SLIDE 112:
Device Demonstrations
Examples For many types of AT devices, it will not be possible to provide adequate
interaction in a demonstration without the device being in the hands of the participant.
Demonstration of a daily living aid like a “pill minder” might be done with
the participant asking the demonstrator to fill, set and use the device while they watched
on interactive video that might provide adequate information for decision- making.
Having a demonstrator “show” a Braille notetaker to an individual with a
vision disability via interactive video would not be adequate.
SLIDE 113:
Are you reporting?
Did you conduct device demonstrations during the reporting period?
Yes
No, state exercised state flexibility
No, state claimed comparability
No, state is developing an activity not yet implemented
If your STATE Plan includes device demonstration activity under Attachment 5.1 State Level
Activities you must check yes.
SLIDE 114:
Number of Device Demonstrations by Device Type
Report the number of device demonstrations by type of device/service demonstrated
during this reporting period.
A device demonstration (counted as one) is defined as an occasion in which one or
more devices within a category are demonstrated
To an individual or small group
Who will make a decision (one decision)
Number of device demonstrations will NOT necessarily equal the number of demonstration
participants reported in Table C
May be multiple participants in a demonstration even though only one decision will be made.
SLIDE 115:
Types of AT & Number of Demonstrations (11 categories total)
SLIDE 116:
Type of Participants
Report those participating in a demo by type
Include ALL participating in demo
Do not limit to those making a decision
Or those for whom a decision is being made
SLIDE 117:
Type of Participant
SLIDE 118:
Number of Referrals
Report # of referrals made to each type of entity
# of referrals may be greater or less than the number of participants and number
of demonstrations. Participants may
receive more than one referral,*
or may not be referred at all,
Do not include referrals* to other components of your statewide AT program.
Minimize use of “other”
SLIDE 119:
Number of Referrals
SLIDE 120:
Anecdote
Provide at least one anecdote about an individual who benefited from a device
demonstration activity.*
Follow guidance providing anecdotes
SLIDE 121:
Access Performance Measure
SLIDE 122:
Device Demo Activities are Access Performance Measure
SLIDE 123:
Survey identified decision-makers- Table B who participated in demos
Nonrespondents are included in the denominator for calculation of performance
Demo Access Performance Measure
SLIDE 124:
Customer Satisfaction
Notes
Describe unique issues that may affect your data in this section. For example
Types of participants that may appear to be underrepresented because they receive
demonstration services from another organization
Types of devices/services that are not demonstrated because demonstrations are available elsewhere
Issues related to use of distance education mechanisms to deliver demonstrations
Technical Support: | deborah.buck@ataporg.org