1. Data Update: APR, State Plan & much more . . . (including homework)
Diane Cordry Golden
April 2018

2. Identify Needed Improvement (data-based)
Leadership, Data & Change If you’re not willing to embrace change, you’re not ready to lead.
Leadership demands the willingness and ability to:
recognize the need for change (data)
lead change
celebrate outcomes (data)
Goal is intentional rather than accidental change (data).
Identify Needed Improvement (data-based)
Implement Change
Evaluate Results
(data verified)
Performance Review
APR & State Plan Data

3. Topics for Today FY17 APR Data Trends and Issues + To Do’s
State Plan Reminders + To Do’s
New State Plan
OMB Approval
ACLReporting will be data submission mechanism
Timeline
Technical Support for ACLReporting
Technical Assistance for State Plan

4. To Do: Review your data trends. Are changes intentional or accidental?
FY17 APR Data - Snap Shot
Most activities stable or increasing numbers
SFA – 7,303 recipients, 10,379 devices, $13,074,980
Reuse – 57,782 recipients, 74,205 devices, $29,988,784
Device Loan – 37,239 borrowers, 52,374 devices
Demonstration – 80,096 participants, 49,056 AT types
Training – 125,783 participants
I&A – 324,688 recipients
632,891 individuals served
186,014 AT accessed/acquired
$21,846,439 leveraged funding
To Do: Review your data trends.
Are changes intentional or accidental?

5. FY17 APR Reuse Reuse is exception – decrease overall
Recipient decrease - 8.6%
Device decrease - 6.3%
Savings decrease - 5.3%
Data “hiccup” or trend?
Many good explanations (ended contract with poor performing/unsafe program, decrease localized, etc.)
Larger numbers is not necessarily “better”
One grantee accounts for up to 9% of national change
To Do: Review your data trend.
If decreased, why? Intervention needed or not?

6. FY17 APR Financial Loan Trends
Slow, steady shift to direct lending
FY % Direct Loans, 18% Dollars Loaned
FY17 – 55% Direct Loans, 35% Dollars Loaned
Partnership interest buy-down only down the most (always a fiscal “loss” to program)
Likely reasons for trend
Greater program control (not dictated by fiscal institution)
Access to CDFI and other ongoing capital for loan fund
Revenue producing - if “good” loans made
Likely barriers to making this change
Increased responsibility (servicing loans/collections)
To Do: Is direct lending a “fit” for your program?

7. FY17 APR Leasing Activities
Leasing - alternative to cash loans as AFP/SFA
Other State Financing Activity
Lease-to-own/extended payment plan (re-seller vs lender)
Report as Direct Provision or Savings
Use non Section 4 AT Act dollars to purchase AT
Use total amount of entire payment plan as “cost”
DO NOT use only what is paid in reporting period
DO NOT report lease in multiple APRs
Short-term Device Loan – Non decision making
Shorter-term rental (no goal of owning)
Can report multiple times if separate/distinct rentals
Administrative Guidance Document
To Do: Leasing a consideration for your program?

8. FY17 APR - ICT Accessibility Training
Grantees with no performance measure data
FY16 – 13
FY17 – 12
Only 5 zero both years
Grantees with data not meeting 70% target
FY16 – 18 FY
Confusion - ICT Accessibility Training vs. AT
To Do: Review PM questions and data. Wrong content or 0? Implement change. (Later sessions)

9. FY17 APR Leveraged Funding: aka Feast or Famine
8 grantees – 200% or more of federal award
7 grantees – 100% to 200% of federal award
Range 2.8 million to $500,000
Comfortable
8 grantees – 50% to 100% of federal award
8 grantees – 20 % to 50% of federal award
Range $500,000 to $94,000
Struggling
8 grantees – 15% or less of federal award
Range $75,000 to $1,000
Famine
17 grantees with no leveraged funding
To Do: Later slide with State Plan Expenditures

10. Last Notes on APR NATADS D2D & Support
Current Features
Structure consistent with APR (event based)
Validation rules built into individual records
Stays current with any APR changes
Upgraded security and accessibility
Support for inventory import, training10 hours free
New Features
Auto-populate from D2D to APR (target FY18)
Considerations: increased automation, SFA additions
To Do: Review current daily data system.
Meeting needs?

11. State Plan Actual Expenditure Table (FY16 Award)
Actual Expenditures for
Closed-out Carryover Year Award
Final Expenditures
Percentage
A. All State Level $
A/D at least 60% or 70%
B. All State Leadership
B/D no more than 40% or 30%
C. Transition Training & Technical Assistance
C/B calculate-5% or greater
D. Total Expenditures
D/E calculate-should be 100%
E. Total Award
F. Lapsed Amount
$ [E-D]
F/E calculate-should be 0%
To Do: Complete Table. Review all revenue (grant plus leveraged) and expenditures. Identify issues, implement interventions as needed.

12. FY17 State Plan Implementing Agencies (Affinity Groups)
State Agencies – 22 Grantees
14 Vocational Rehabilitation
8 Other (Education, Health, Disability, Administration, etc.)
Higher Education – 20 Grantees
15 UCEDDs
5 Other (Sponsored Programs, Engineering, Medicine, etc.)
Non-profit – 14 Grantees
7 stand alone AT agencies
7 part of larger agency (Easter Seals, P&A, IL Organization, etc.)
To Do: “Take advantage” without being “taken advantage of” – more later session and Affinity Groups

13. State Plan Program Structure Matrix
Who conducts each activity? (Organizational structure?)
State, Other (usually sub-agreements), or Both
Not about location
Centralized Organizational Structure (mostly “in-house”)
Operations/Programs/Services within one unified structure
Traditional hierarchy for staff organization, line authority, decision-making
Staff may or may not be located together (not about location)
Decentralized Organizational Structure (mostly “outsourced”)
Operations/Programs/Services dispersed across multiple autonomous “units”
Units can be separate agencies/organizations, connect by agreements
“Unit” has decision-making authority for staff, resources, program operation
Where conducted? (This is about location.)
Central, Regional, or Both
To Do: Understand current structure – change needed? (Much more in later session)

14. Questions/Contact CATADA (data technical assistance)– Diane Golden
CATADA (NATADS technical support) – Vance Dhooge
CATADA (web portal) – Daria Doman