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Kelly Pierce <[log in to unmask]>
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Mon, 18 Jan 1999 11:46:17 -0600
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This is one of several papers from the adapted technology conference
coming up this spring sponsored by California State University at
Northridge.  For those in southern California, it is an excellent
opportunity to learn about adapted technology products and services.

kelly 




URL: http://www.dinf.org/csun_99/session1013.html

     _________________________________________________________________
   
       Funding Assistive Technology For Individuals With Disabilities
                                      
     Kelly Fonner, MS, ATP, Education & Assistive Technology Consultant
                               Harrisburg, PA
                              [log in to unmask]
                                      
                          Pat Ourand, MS, CCC-SLP
                              Rehab Networking
                               Baltimore, MD
                          [log in to unmask]
                                      
   
   
Overview of Funding Assistive Technology For Individuals With Disabilities

   The process of funding assistive technology must be approached with
   organized, yet often simple, strategies. To accomplish such a task a
   collaborative team must be assembled to guarantee that an individual
   receives appropriate devices and service recommendations.
   
   Additionally, before funding for AT devices and services can be
   identified, specific questions must be examined to provide answers to
   identify the most appropriate, versus most promising, funding source.
   These questions will enable consumers, professionals and other
   advocates to analyze all possible funding options. These
   considerations must question not only the availability of resources,
   but also the legal responsibility of one or more funding alternatives.
   Although it may seem as if funding for AT is limited and difficult to
   identify and subsequently attain, such may not be the phenomenon. If a
   recommendation for AT is provided with sufficient documentation and
   justification, funding is generally available. In some cases,
   precedents exist and funding is uncompounded. In other situations,
   background information and history must be provided so a to clarify
   the appropriateness of the funding request. In still other cases,
   appeals must be pursued to confirm funding through the most
   appropriate funding source.
   
   This session will examine these issues and many more in the discussion
   of successful funding for assistive technology services and devices.
     _________________________________________________________________
   
Overview of Funding Assistive Technology For Individuals With Disabilities

   The process of funding Assistive Technology services and devices must
   be approached with organized, yet often simple, strategies. To
   accomplish such a task a collaborative team must be assembled to
   guarantee that an individual receives appropriate devices and service
   recommendations. This team may include the consumer, parents or other
   family members, educator, rehabilitation counselor and/or
   technologist, speech/language pathologist, occupational therapist,
   physician and many other service providers and professionals. This is
   a critical first step.
   
   Once the team has been established, each member contributes knowledge
   of the individual and expertise in funding streams. Together, the
   combined skills of all team members will enable successful
   identification of, and access to the most appropriate funding source.
   The team must seek collaboration between funding sources, where
   appropriate. Many times, more than one funding source is available to
   share in the responsibility of providing the recommended device and
   services. Such a strategy allows the consumer access to the most
   appropriate AT device and/or service, while allowing the funder(s) to
   serve an increased number of consumers. Without collaboration, many
   funding alternatives will begin to deplete funds as a result of the
   enormity of fiscal responsibilities.
   
   Additionally, before funding for AT devices and services can be
   identified, specific questions must be examined to provide answers to
   identify the most appropriate, versus most promising, funding source.
   These questions will enable consumers, professionals and other
   advocates to analyze all possible funding options. These
   considerations must question not only the availability of resources,
   but also the legal responsibility of one or more funding alternatives.
   Although it may seem as if funding for AT is limited and difficult to
   identify and subsequently attain, such may not be the phenomenon. If a
   recommendation for AT services and devices is provided with sufficient
   documentation and justification, funding is generally available. In
   some cases, precedents exist and funding is uncompounded. In other
   situations, background information and history must be provided so a
   to clarify the appropriateness of the funding request. In still other
   cases, appeals must be pursued to confirm funding through the most
   appropriate funding source.
   
   When consideration for funding of an AT device is initiated, all
   pertinent services must also be identified to insure provision of the
   most appropriate equipment configuration. Additionally, this will help
   to limit underuse and abandonment. Finally, such an approach insures
   that the funder will not be asked to provide additional services and
   devices to prematurely replace those previously provided. This process
   can only be successful with the implementation of a team approach.
   
   Numerous programs are currently available for funding of AT services
   and devices. Since many of these programs emanate from the federal
   level, all administering agencies at the state and local level must
   work from the same regulations. Therefore it is a good idea for
   consumers and professionals to be aware of, and to compare access in
   other communities and states to determine the current and possible
   scope of these program dollars. If federal funds are being used in one
   jurisdiction in a manner not available in another community, questions
   must be posed. Frequently, the response will be that the policy does
   not support such an expenditure. This rebuttal does not mean that the
   expenditure can not be made, only that is has not be made. The
   possibility of having such a policy rewritten does exist and should be
   pursued instantaneously.
   
   The following is a brief description of numerous funding resources
   currently available for coverage of microcomputer services and
   devices. An investigation into any one or more of these programs may
   provide for an appropriate funding source.
     _________________________________________________________________
   
   
Individuals with Disabilities Education Act (IDEA) Part B

   This program mandates a free, appropriate public education (FAPE) for
   preschoolers, children and youth with disabilities. An Individualized
   Education Program (IEP) is required for all children with a
   disability. These children are entitled to special education, related
   services or supplementary aid. Related services are defined as
   "transportation, and such developmental, corrective and supportive
   services as may be required to assist a child with a disability to
   benefit from special education [20 USC Chapter 33, Section 1401(17)].
   If the IEP team determines that assistive technology is required for a
   free, appropriate public education, then it must be provided at no
   cost to the child or their family. Once an IEP is deemed necessary and
   AT services and/or a device have been identified for the child, the
   IEP must be implemented immediately. This mechanism for the provision
   of assistive technology gives the child an equal opportunity to learn
   and progress through the educational system along with non disabled
   students.
   
   As of July 1, 1998, the law requires the IEP team to specifically
   consider a students need for AT devices and services when developing
   the IEP (20 U.S.C. §1414(d)(3)(B)(v). In addition, for students who
   are blind or visually impaired, the IEP team must provide for
   instruction in Braille and the use of Braille unless the IEP team
   determines, after evaluating a students current and future needs, that
   instruction in Braille or the use of Braille is not appropriate for
   the individual (20 U.S.C. §1414(d)(3)(B)(iii).
     _________________________________________________________________
   
   
The Rehabilitation Act Amendments Of 1992

   Adults with a disability that precludes them from obtaining,
   maintaining or regaining employment are eligible for vocational
   rehabilitation (VR) services. As well, individuals with a disability
   who are preparing for employment (e.g., vocational training, high
   school and college education) are eligible. The general age of
   acceptance is an "employment" age which is roughly translated at 16
   years.
   
   These amendments include numerous statements related to rehabilitation
   technology, which encompasses AT. It is of critical importance to note
   that the specific equipment and services needs of the individual must
   be included in the Individualized Written Rehabilitation Program
   (IWRP) in order for the vocational rehabilitation counselor to provide
   such service and devices. Additionally, it should be noted that
   rehabilitation technology is exempt from the comparable services and
   benefits requirement. This means that the VR program must readily
   provide the necessary services and devices to individuals who require
   such to attain vocational goals and objectives.
   
   As an indication that the 1998 Senate Rehabilitation Act Amendments
   provides for even further improvements regarding use of Assistive
   Technology, the proposed bill makes several new references to
   assistive technology including:
   
     conducting studies under the evaluation authority to include
   assistive technology services and devices;
   
     excluding access to assistive technology from requirements of
   determination of comparable benefits;
   
     requiring states to include information on assistive technology
   services and devices in reports to Rehabilitation Services
   Administration (RSA);
   
     requiring, as a mandatory component of an Individual Written
   Rehabilitation Plan (IWRP), a description of the specific vocational
   rehabilitation services that are needed to achieve the employment
   outcome, including, as appropriate, the provision of assistive
   technology devices and services, and personal assistance services,
   including training in the management of such services;
   
     requiring the Director of the National Institute on Disability and
   Rehabilitation Research (NIDRR) to include dissemination of
   engineering information associated with assistive technology devices;
   and,
   
     mandating that NIDRR provide for consumer-driven information needs
   related to assistive technology devices and services.
   
   Recognizing that many students with disabilities will require
   assistance from the rehabilitation system upon leaving public
   education programs, the 1992 Amendments include numerous amendments
   related to transition. A definition of transition services,
   duplicating that in the IDEA has been added to the Act. Transition
   services that promote or facilitate the accomplishment of long-term
   rehabilitation goals and intermediate rehabilitation objectives also
   has been added to the scope of rehabilitation services [29 USC Section
   723(a)(14)]. Programs funded under this mandate may begin providing
   services to children ages 14 and older. These provisions do not in any
   way shift the burden of responsibility for transition planning from
   the education system to the rehabilitation system. Rather, they will
   force coordination and collaboration between the systems.
   
   Action steps that can be taken to foster collaboration and facilitate
   the transfer of assistive technology into the adult service system,
   the workplace and post-secondary education include:
   
     Identify students with disabilities who use or need to use assistive
   technology, and who will face problems of device ownership as they
   transition from the school to work place activities.
   
     Assess the students' needs and develop profiles that that they can
   still receive benefits while they try to purchase devices and services
   necessary to work. There are numerous Work Incentive Programs that
   persons who receive Social Security Administration (SSA) benefits can
   use. These programs are becoming widely used since they are more
   flexible and generous than in previous eras.
   
   In fact, many of these initiatives have been legislated since 1990.
   This fact points to the thinking that appears to be developing at the
   federal level. Many of the incentives can increase net income to help
   cover special expenses necessary to work, such as AT services and
   devices. Other offers a mechanism to maintain health benefits over
   extended periods of time.
     _________________________________________________________________
   
Internal Revenue Code

   Any taxpayer with a disability, or taxpayer with a dependent with a
   disability is eligible to consider use of one or more credits or
   deductions through the Internal Revenue Code. The Internal Revenue
   Service supports numerous and varied tax credits and deductions which
   are available to individuals purchasing AT devices and services. He
   notes "the deductibility of goods and services interact in several
   ways. Sometimes goods will only be deductible if recommended by a
   physician...other times, the health professionals diagnosis and
   recommendations, while not a legal prerequisite to deductibility,
   constitute powerful evidence of the nature and purpose of the expense.
   With goods and services alike, their source, nature and purposes form
   the continuum along which deductibility is determined.
     _________________________________________________________________
   
   
   Advocacy
   
   Far too often, people give up before exhausting all the possibilities
   for funding. The key to obtaining funding for assistive technology is
   a client advocate who refuses to take a "no" for an answer.
   Perseverance is the operational word. It is important to understand
   the following:
   
     It frequently is not easy !
   
     It can be very frustrating!
   
     It can be done!
   
     Its worth it !
   
   The role of the advocate is critical to the success of the funding
   process. The user may be his/her own advocate or may enlist the aid of
   a volunteer family member or friend. It is very helpful if someone
   from a professional community will agree to work in tandem with the
   volunteer. The advocate should be prepared to:
   
     Become very knowledgeable about the users disability, needs and
   capabilities.
   
     Research assistive technology devices, and become very familiar with
   what is available to meet the individuals needs.
   
     Obtain professional assistance with the evaluation and device
   selection process.
   
     Help the user and the assistive technology team select the specific
   devices for which funding will be sought.
   
     Network and talk to people who have similar devices and find out how
   funding was obtained.
   
     Contact advocacy, as well as information and referral sources to
   identify additional resources.
   
     Develop and prioritize a list of possible funding sources.
   
     Learn thoroughly the qualifying requirements and application
   processes for the funding source(s) selected. At this same time,
   become thoroughly familiar with any appeals processes available.
   
     Carefully and thoroughly apply for funding.
   
     Apply, follow-up, appeal, as necessary!
     _________________________________________________________________
   


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