Annual Progress Report and State Plan Updates Dr. Diane Cordry Golden

Annual Progress Report & State Plan Update Dr. Diane Cordry Golden March 2019

Topics Proposed Updates to Annual Progress Report (for FY 2020-2022) State Plan for FY 2018-2020 Update Historical Data Highlights/Trends

Updates to next APR (FY2020-2022) Proposed revisions targeted to -- Address areas of data inconsistency Clarify categorizations/taxonomy application Eliminate data elements or exclusions rarely used or prone to misunderstanding Revised Instruction Manual Updated AT Type Taxonomy Eliminated duplication between APR and Instruction Manual

Proposed Update State Financing Require investment description for partnership financial loans reported with no interest buy-down or guarantee State AT Program must have some kind of subsidy or other investment in partnership loans reported in APR Most common is low-interest rate (prime or less) obtained via written agreement If loans are not low-interest, must provide description of subsidy/investment

Proposed Update - Exchange Eliminate option for automatic exclusion of all exchange recipients from performance measure Programs will need some kind of intermediary role to collect performance measure data and report exchange events Can exclude any reuse event (including exchange) when collecting performance measure is not appropriate because recipient cannot legitimately respond because they have legal obligation to provide AT (e.g. VR, IDEA, Medicaid, etc.)

Proposed Update Device Loan Separate decision-making from other purposes in Borrower Type and AT Device Type Primary Purpose of Short-Term Device Loan 1. Assist in decision making (device trial or evaluation) Number of Loans Access Performance Measure Acquisition Performance Measure Acquisition Performance Measure Acquisition Performance Measure System-generated 2. Serve as loaner during device repair or while waiting for funding 3. Provide an accommodation on a short-term basis for a time- limited event/situation 4. Conduct training, self-education or other professional development activity Total

Proposed Update Device Loan Separate decision-making from other purposes in Borrower Type and AT Device Type Number of Borrowers by Type equals Purpose Decision-making Number of Borrowers All other Purposes Number of Borrowers Total Type of Individual or Entity as Borrower Individuals with disabilities Family members, etc. Representatives of Education Representatives of Employment Representatives of Health, etc. Representatives of Community Living Representatives of Technology Total Borrowers System-generated System-generated System-generated System-generated System-generated System-generated System-generated System-generated = 1 = 2+3+4

Proposed Update Device Loan (cont.) AT Type total greater than or equal to purpose Decision-making Number of Devices All other Purposes Number of Devices Type of AT Device Total Vision Hearing System-generated System-generated System-generated Speech communication Learning, cognition, and developmental Mobility, seating and positioning Daily living Environmental adaptations Vehicle modification and transportation Computers and related Recreation, sports, and leisure System-generated System-generated System-generated System-generated System-generated System-generated System-generated Total 1 2+3+4 System-generated

Proposed Update - Demonstration Add separate decision-maker identification to participant data Each demo event has one AT type and one decision-maker participant type identified who completes performance measure Decision-maker Participant All Other Participants Type of Participant Total Individuals with disabilities Family members, guardians, etc Representatives of Education Representatives of Employment Representatives of Health, etc Rep of Community Living Representatives of Technology Total System-generated System-generated System-generated System-generated System-generated System-generated System-generated System-generated = Access PM System-generated System-generated

Proposed Update - Leveraged Funding Delete Section B. AT Act authorized activity not included in State Plan (no APR data reported) Add selection for data reported/not reported In State Plan, data not reported needs narrative Use notes to report activity not in State Plan and why Fund Source (select one) Amount Federal Public/State Agency State Appropriations Private Use of Funds (select one) State Financing Training Reuse Technical Assistance Demonstration Public Awareness/I&A Device Loan Data Reported (select one) Yes, data was reported in previous section of APR No, data was not reported in previous section of APR and an explanation is provided option to repeat row data

Proposed Update Acquisition Performance Measure Maintain current area calculations & eliminate 75% targets Add new overall calculation with ACL target = 85% Unable to afford or otherwise obtain AT without State AT Program Comm Living Response Education Employment Total Could only afford through the AT program AT only available through the AT program AT available through other programs but the system was too complex or wait time was too long None of the above Non-respondent Total Performance ACL Performance Target Same % Same % Same % New % 85% Met/Not Met/Not Met

Proposed Update Access Performance Measure Maintain current area calculations & eliminate 70% targets Add new overall calculation for ACL target = 90% Positive decision-making through State AT Program Response Education Employment Community Living Total Decided that an AT device/service will meet needs Decided that an AT device/service will not meet needs Have not made a decision Non-respondent Total Performance on this measure ACL Performance Target Same % Same % Same % Same % 90% Met/Not

Proposed Update Overall Satisfaction Measure Maintain current activity satisfaction calculations Add new overall calculation and ACL targets Sum of all four state level activity satisfaction tables 95% Target for sum of highly satisfied + satisfied 90% Target for overall response rate Percent ACL Target 95% 90% Met/Not Met System-generated System-generated Customer Rating Highly satisfied and satisfied System-generated Response rate System-generated

State Plan Update Last complete State Plan for AT was FY 2015-17 Original version posted on CATADA with grantee profile Updates formally done for FY16 and 17, informally since Program participation page kept current on CATADA Last approved State Plan serves as approved application until replaced New State Plan form approved for FY 2018-20 ACL developing online collection tool Current status

Data Trends Use Your Data Volume Output FY15 FY16 FY17 FY18 FY12 FY13 FY14 Device Demonstrations Short-term Device Loans Reuse Recipients State Financing Recipients Training Participants 43,771 47,923 49,056 38,709 44,439 40,934 39,916 36,432 39,970 37,239 32,353 35,459 34,224 35,243 50,706 63,249 57,782 59,149 41,230 38,258 43,713 4,850 5,849 7,303 6,457 4,039 6,301 6,372 120,483 117,220 125,783 107,658 116,211 121,505 118,244 Add prior year above data to APR and ask for explanation of change? Actual variance what is cause? Reflection of data fidelity issues/corrections? Reflection of data system integrity issues?

Next Steps Share feedback on proposed APR changes Watch for State Plan updates Participate in Using Your Data session and understand your data changes. CATADA Diane Golden diane.golden@ataporg.org ACL Rob Groenendaal Robert.Groenendaal@acl.hhs.gov