Statutory Data Collection Requirements

4-10 Appendix B.doc

Data Collection Instrument for the Assistive Technology Act Title III Alternative Financing Mechanism Program (SC)

Statutory Data Collection Requirements

OMB: 1820-0662

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Appendix B. Title III Data Collection Requirements vs. Section 4 of the Assistive Technology Act of 1998, as Amended (P.L. 108-364), State Financing Data Collection Requirements





Item 4 of the supporting statement indicates that some of the data elements in this collection are duplicative of the data elements in OMB 1820-0572. The tables below identify all duplicative data elements and contain a side-by-side comparison of the similarities and differences between the portions of 1820-0662 and 1820-0572 that apply to alternative financing mechanisms.





Statutory Data Collection Requirements

Title III Data Element

Section 4 Data Element

Similarities/Differences

Type of alternative financing mechanisms used by each State and the community-based organization with which each State entered into a contract, under the program

Type of State financing activities used by the State

Section 4 State financing activities include but are not limited to alternative financing mechanisms

Amount of assistance given to consumers through the program

Amount and type of assistance given to consumers of the state financing activities

Section 4 requires type of assistance in addition to amount

Type of assistive technology device or assistive technology services financed through the program

Type of assistive technology device or assistive technology service financed through the State financing activities

Same requirement for both Section 4 and title III

Geographic distribution within the State

Geographic distribution within the State

Same requirement for both Section 4 and title III

Age


Title III requirement only

Type of disability


Title III requirement only

Gender


Title III requirement only

Whether the consumers are part of an underrepresented population or rural population


Title III requirement only


Number of applications for assistance received

Section 4 requirement only


Number of applications approved and rejected

Section 4 requirement only


Default rate for the financing activities

Section 4 requirement only


Range and average interest rate for the financing activities

Section 4 requirement only


Range and average income of approved applicants for the financing activities

Section 4 requirement only


Types and dollar amounts of assistive technology financed

Section 4 requirement only





How Data Collection Instruments Address the Statutory Requirements

Revised OMB 1820-0662

OMB 1820-0572

Similarities/Differences

Geographic Area of Residence – Metro, Non-Metro

Area of Residence – Metro, Non-Metro

Same requirement for both Section 4 and title III

Number of Applications Approved – loan made

Number of Applications Approved – loan made

Same requirement for both Section 4 and title III

Number of Applications Approved – loan not made (i.e., the application was withdrawn after the loan was approved, or the loan was approved but not accepted by the consumer)

Number of Applications Approved – loan not made (i.e., the application was withdrawn after the loan was approved, or the loan was approved but not accepted by the consumer)

Same requirement for both Section 4 and title III

Number of Applications Rejected

Number of Applications Rejected

Same requirement for both Section 4 and title III

Total Number of Applications

Total Number of Applications

Same requirement for both Section 4 and title III


Income of Applicants to Whom Loans Were Made – sum and average of gross income of approved applicants; number of loans made to applicants within income ranges

Section 4 requirement only

Number of Type of Alternative Financing Mechanism (Revolving Loan - Low Interest & Preferred Interest; Partnership Loan – Low Interest with Interest Buy-Down, Loan Guarantee, Both, Neither & Preferred Interest with Interest Buy-Down, Loan Guarantee, Both, Neither; Other)

Number of Type of Loan (Revolving Loan; Loan Guarantee; Low Interest – with Interest Buy-Down, Loan Guarantee, Both, Neither; and Preferred Interest – with Interest Buy-Down, Loan Guarantee, Both, Neither; Other)

Title III requires additional distinction between low interest and preferred interest revolving loans

Number of Revolving Loans and Partnership Loans

Number and Dollar Value of Revolving Loans and Partnership Loans

Section 4 requires dollar value in addition to number of loans

Amount of Assistance and Type of Device Financed through the Program – number of types of devices financed and dollar value of loans by device financed

Types and Dollar Amounts of AT Financed – number and dollar value of loans by type of AT device/service financed

Same requirement for both Section 4 and title III

Range of Dollar Amounts of AT Financed – number of loans made to applicants by dollar range


Title III requirement only

Minimum and Maximum of Loan Amounts Financed


Title III requirement only

Optional Data Element Interest Rates – lowest and highest interest rates for both revolving and partnership loans

Interest Rates – sum and average interest rate; number of loans made to applicants within interest ranges

Section 4 requirement and an optional data element for title III

Optional Data Element Loan Amounts – minimum and maximum loan amounts offered by the AFP for both revolving and partnership loans


Optional data element for title III only

Optional Data Element Repayment Terms – minimum and maximum loan repayment terms offered by the AFP for both revolving and partnership loans


Optional data element for title III only

Optional Data Element Loan Guarantee Requirement – percentage of the loan that must be repaid by the AFP to the lender in case of default


Optional data element for title III only

Defaults – number of loans in default and number of active loans; net dollar loss on loans and total dollar value of active loans

Defaults – number of loans in default and number of active loans; net dollar loss on loans and total dollar value of active loans

Same requirement for both Section 4 and title III

Gender – total number of direct users of AT by gender


Title III requirement only

Age – total number of direct users of AT by age range distribution


Title III requirement only

Anecdote – at least one about a direct user or secondary user or beneficiary who benefited from an AFP loan

Anecdote – at least one about an individual who benefited from a state financing activity

Same requirement for both Section 4 and title III


Performance Measures – Primary Purpose for Which AT is Needed (Education, Employment, and Community Living)

Section 4 requirement only


Individual could only afford the AT through the statewide AT program

Section 4 requirement only


AT was only available through the statewide AT program

Section 4 requirement only


AT was available through other programs, but the system was too complex or the wait time was too long

Section 4 requirement only


Customer Satisfaction – rating of services by number of customers

Section 4 requirement only

Notes – any unique issues that may affect data can be described in this section

Notes – any unique issues that may affect data can be described in this section

Same requirement for both Section 4 and title III





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File Modified2008-04-28
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