##### Part I: Attachments

OMB Control Number: 1820-0664

Expiration Date: 10-31-2008

Attachment 1: Basic Information

Name of Lead Agency:

Montana Department of Public Health and Human Services

Name of Applicable Division and/or Subdivision of Lead Agency:

Disability Services Division

Address of Lead Agency:

111 N. Sanders, Suite 307

P.O. Box 4210

Helena, MT 59604-4210

Name and Title of Certifying Representative for Lead Agency:

Joe Mathews, Administrator, Disability Services Division

Address for Certifying Representative:

111 N. Sanders, Suite 307

P.O. Box 4210

Helena, MT 59604-4210

Telephone for Certifying Representative:

406.444.2591

E-mail for Certifying Representative:

<jmathews@mt.gov>

Name and Title of Program Director:

Barbara Varnum, Program Manager

Address for Program Director:

DPHHS

111 N. Sanders, Suite 307

P.O. Box 4210

Helena, MT 59604

Telephone for Program Director:

406.444.3833

E-mail for Program Director:

<bvarnum@mt.gov>

Name and Title of Program Contact (if different from Program Director):
**Not Applicable**

Name of Implementing Entity:

University of Montana Rural Institute:

Center for Excellence in Disability Education, Research, and Service

Name of Applicable Division and/or Subdivision of Implementing Entity:

Montana Assistive Technology Program (MATP)

Address of Implementing Entity:

634 Eddy Ave., CHC-009

Missoula, MT 59812

Name and Title of Program Director:

Kathleen Laurin, Program Director

Address for Program Director:

634 Eddy Ave., CHC-009

Missoula, MT 59812

Telephone for Program Director:

406.243.5769

E-mail for Program Director:

<klaurin@ruralinstitute.umt.edu>

Name and Title of Program Contact (if different from Program Director):
**Not Applicable**

Attachment 2: Lead Agency and Implementing Entity

2.1 [Identification and Description of the Lead Agency]{.underline} -
Identify and describe the Lead Agency referred to in section 4(c)(1)(A)
of the AT Act.

> 2.1A Identification and Description of Lead Agency if an Implementing
> Entity is not Designated
>
> **Not Applicable**
>
> 2.1B [Identification and Description of the Lead Agency if an
> Implementing Entity is Designated]{.underline}
>
> The lead agency is Montana Department of Public Health and Human
> Services: Disability Services Division, Vocational Rehabilitation
> Services. The Montana Department of Public Health and Human Services
> (DPHHS) encompasses multiple state programs whose mission is to
> improve and protect the health, well-being, and self-reliance of all
> Montanans. The Disability Services Division (DSD) directly provides or
> contracts for a wide variety of services that assist individuals with
> disabilities and/or their families. Vocational Rehabilitation Services
> includes Independent Living Services, and Blind and Low Vision
> Services.

2.  [Identification and Description of the Implementing
    Entity]{.underline} -- Identify and describe the Implementing Entity
    referred to in section 4(c)(1)(B) of the AT Act, if such an
    Implementing Entity is designated by the Governor.

Number range CHAPTERThe University of Montana Rural Institute: Center
for Excellence in Disability Education, Research, and Service (referred
to hereafter as: The Rural Institute) is an interdisciplinary,
university-sponsored organization promoting full participation in rural
life by individuals of all ages who experience disabilities. Since 1978,
it has been part of a national network of Centers for Excellence
receiving core funding from the Administration on Developmental
Disabilities.

Like other University Centers for Excellence, The Rural Institute
organizes its efforts around four areas of activity: (1)
interdisciplinary education, (2) community services and supports, (3)
training and adult community services, and (4) research and evaluation.
The Rural Institute represents the "bridge" between the university and
community, engaging in efforts to translate research into effective
practices that promote the integration and full participation of
individuals with disabilities in community life. In Montana, that
requires a focus on service delivery in a state with a population of
less than 1 million people spread across over 147,000 square miles.

Rural service delivery issues predominate in this state. The Rural
Institute's activities are grounded in a commitment to address the
identified needs of persons with disabilities in Montana and other rural
areas of the country. Ongoing funded projects are focused on:

-   advancing the capability of rural health and human service systems
    so that people with disabilities who live and work in rural areas
    will receive appropriate, age-relevant, and culturally sensitive
    services to maximize their potential in inclusive settings;

-   increasing opportunities for people with disabilities living in
    rural areas to become independent and to enhance their quality of
    life by taking advantage of inclusive living, education, employment,
    leisure, recreation, health and other normal life experiences in
    their communities;

-   increasing the awareness of professionals, consumers, and the
    general public to the needs, abilities and accomplishments of
    persons with disabilities and to factors associated with preventing
    disabilities, secondary conditions, and birth defects; and

-   supporting professionals and disability service providers to
    delivery high quality services in educational, community, and
    employment settings.

A significant source of pride within The Rural Institute is the number
of employees who either have a disability or have immediate family
members who experience disabilities. Forty percent of the staff have
immediate family members who experience disabilities and 12 percent of
employees have self identified as having a disability. Seventy-eight
percent of Rural Institute employees are women and 6.4 percent of
employees represent cultural diversity.

The Center currently administers more than 45 projects, which address
the Rural Institute's mission for all age ranges and in multiple areas.
Areas addressed include at least the following: American Indian
Projects, Early Intervention, Family and Consumer Involvement, Health
Promotion, Health Maintenance, Hearing Conservation, Inclusion,
Independent Living, Personnel Preparation, Rural Rehabilitation,
Self-employment, Supported Employment, Transition from School to Adult
Life, and Assistive Technology.

The Rural Institute has served as the implementing agency for MonTECH,
Montana's federally funded assistive technology project since 1991.
MonTECH's primary purpose has been to assist individuals with
disabilities to maintain or increase their level of functioning and
independence in all environments through the access to and use of
assistive technology devices and services. There have been no exclusion
criteria for Montanans to access and benefit from MonTECH's services.
During the past fourteen years, MonTECH has developed a statewide
assistive technology infrastructure available to all Montanans that
includes: 1) a toll free information and referral service; 2) a short
term equipment loan program; 3) a low interest financial loan program;
4) an equipment demonstration center; 5) AT training and technical
service; and 6) the availability of professional AT evaluations and
reports.

Over time the MonTECH name has been used synonymously with other Rural
Institute AT related programs and contracts. In order to clearly
identify the new Statewide AT Program funded under the Assistive
Technology Act of 1998 as amended (referred to hereafter as the AT Act)
and its legislative requirements and mandated activities, the Montana
program will be identified as the Montana Assistive Technology Program
(MATP) and the MonTECH name will continue to serve as the umbrella for
all Rural Institute AT related programs and contracts.

As the implementing entity of MATP, The Rural Institute will ensure that
over the next three years the program will continue to build the
infrastructure described above and also begin new activities to
accomplish the requirements of the AT Act. The program will continue to
serve all Montanans across the life span and will have no exclusion
criteria. Located in the more populated western region of the state, the
program will continue to use all available strategies that will
effectively address the "distance" issues characteristic of this state.
The program will make its activities available statewide through the use
of a toll free number, an accessible web site, and the use of other
distance technologies.

MATP will employ dedicated staff with education, experience, and
technical expertise in assistive technologies. The professional training
and experience of current staff members includes human rehabilitation,
rehabilitation counseling, special education, occupational therapy,
physical therapy, speech language pathology, electrical engineering, and
computer technology. Staff members work as a cohesive multidisciplinary
team. This combined and complementary training and expertise positions
the program to address AT needs and issues across the life span of
individuals with disabilities in all environments including the areas of
education, employment, community living, and telecommunications.
Furthermore, program staff have ready access to specialists in other
areas of service delivery at The Rural Institute, such as audiology,
deaf and hard of hearing, special education, and employment, and draw
upon these areas of expertise on a frequent basis. The Rural Institute
will ensure MATP staff engage in professional development activities in
order to maintain relevant licensures and certifications, and to remain
knowledgeable of emerging technologies and best practices.

MATP will continue to work to expand the relationships established under
MonTECH. MonTECH has a fourteen year history of established
relationships with public and private entities throughout the state.
Rural Institute staff serve on numerous boards, advisory councils,
workgroups, and committees that address the needs of individuals who
experience disabilities. This interagency collaboration includes but is
not limited to the Office of Public Instruction, Department of Public
Health and Human Services, Vocational Rehabilitation, Independent
Living, Developmental Disabilities Council, and a variety of other
organizations and service providers. The MonTECH project currently has
over 110 collaborative agreements with agencies throughout the state and
the staff provide frequent instruction and experiences in assistive
technology for University of Montana students enrolled in a variety of
disciplines. The focus of these efforts and initiatives are described in
more detail in Attachment 8, Coordination and Collaboration.

The Montana Assistive Technology Program will adhere to and embrace all
components of consumer responsiveness as defined by the AT Act and as
defined by The Rural Institute's mission and policies. The Rural
Institute's mission of enhancing the independence, productivity,
integration, and inclusion of individuals with disabilities and their
families mirrors the defining characteristics of consumer responsiveness
defined in the AT Act. In addition to this mission statement, The Rural
Institute has specific written policies that also address its commitment
to consumer responsiveness. Additionally, MATP will ensure it is
consumer responsive through program evaluation of its performance and
outcomes. Part of this program evaluation will include obtaining direct
feedback from consumers and other stakeholders who access the program.
The feedback, which will be obtained through interviews and surveys,
will be used to guide and improve program activities. In addition, the
Advisory Council (as described in Attachment 3 of this plan) will
monitor program efforts.

The program will have an administrative agreement with Community
Bank-Missoula to operate a portion of the alternative financing program
and with the Montana Adaptive Equipment Program (MAEP) which provides
device reutilization of adaptive equipment for individuals with
developmental disabilities. These activities are explained in greater
detail in Attachment 5, State Level Activities.

2.3 [Show of Good Cause for Change in Lead Agency or Implementing
Entity]{.underline} -- If the Governor has chosen to change the Lead
Agency or, if applicable, Implementing Entity as allowed in section
4(c)(1)(C) of the AT Act, provide an explanation of good cause for this
redesignation.

**Not Applicable**

Attachment 3: State Advisory Council

3.1 [Membership of the Advisory Council]{.underline} - Identify the
members of the Advisory Council and each member's designation as an
individual with disabilities who uses AT, a family member or guardian of
such individual, or a representative of a State agency or other entity.

MonTECH maintained a consumer advisory board through 2001, its first ten
years of funding. Due to the anticipated sunset of the AT projects, The
Rural Institute's Family and Consumer Advisory Board assumed
responsibility of providing guidance to the project. Given the new
requirements of the AT Act regarding structure of the advisory council,
a new council has been convened. Membership is as follows:

Individual who uses AT

Individual who uses AT

Individual who uses AT and parent of individual who uses AT

Individual who uses AT

Individual who uses AT

Representative of Montana Vocational Rehabilitation

Representative of Montana Independent Living Council

Representative of Montana Work Force Investment Board

Representative of Office of Public Instruction

Not Applicable -- Agency for Individuals who are Blind

The members of the council represent the state geographically and
reflect the ethnic diversity of the state. Members experience a variety
of disabilities and use a variety of AT devices.

[3.2 Structure and Operation of the Advisory Council]{.underline} --
Describe the structure and operations of the Advisory Council.

The Montana Assistive Technology Program Advisory Council (MATPAC) is a
nine person committee, of which five members (55%) are individuals with
disabilities and/or family members of individuals who use AT. As
required by law, the remaining four members are representatives of state
agencies. Agency representatives were appointed by their respective
agency heads, while individuals with disabilities and/or family members
were solicited through networks of disability organizations and councils
throughout the state. It is anticipated that all members will serve a
three-year term to coincide with the length of Montana's state plan.

The MATPAC will provide consumer driven and consumer responsive guidance
relative to the identification, planning, and implementation of program
goals and activities. The nine members of the advisory council as
identified above will serve as an executive committee, led by a
chairperson elected by the majority. A similarly elected vice-chair will
serve in the absence of the chairperson. The council will use a
consensus process. If consensus can not be reached, decisions will be
made by a majority vote of the executive committee. The executive
committee will write and adopt operating procedures as determined by the
committee.

A variety of strategies will be utilized to support the operation and
work of the Council. The Council will meet on a quarterly basis. Due to
the vast distances Council members must travel as well as the challenges
posed by Montana's climate and mountainous terrain, face to face
meetings will be held a minimum of once per year. These meetings will be
held in an accessible location that best meets the needs of the council.
The remaining Council meetings will be conducted via telephone, video
conference, or using MetNET, the state's compressed video network. As
necessary, other informal mechanisms will be used to consult with
Advisory Council members throughout the year.

The state program staff will coordinate meeting arrangements, develop
materials for information packets for members, and ensure site and
material accessibility. The chairperson of MATPAC and the MATP director
will collaboratively set the agenda for MATPAC meetings, ensuring that
Council members are informed about program, state, and national AT
issues. At each meeting, MATP staff will provide updates on the
activities of the program and introduce new initiatives so the Council
members can provide input. The chairperson will facilitate discussion
throughout the meeting to gain input and provide guidance in planning
program activities. Minutes of the meeting will be taken by staff and
distributed after each meeting.

It is important to note in this discussion that Montana's new Governor
has made it a priority to reduce the number of advisory councils that
exist in the state. New councils may be formed only if they are mandated
by legislation. Due to Montana's small population (less than 1,000,000
people) numerous advisory councils are taxing on agency personnel as
well as active citizens in terms of time, energy, and costs. Many active
citizens and agency personnel are called upon to serve on multiple
councils that address very similar issues. For example, there is a
considerable overlap of individuals who serve on the Governor's Advisory
Council on Disability, the Montana Vocational Rehabilitation Council,
the Statewide Independent Living Council, and the Council on
Developmental Disabilities. Therefore, MATP will maintain an active
advisory council as required by the AT Act, but will not seek to have a
large membership. Instead, MATP will seek additional input and guidance
through existing councils.

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Attachment 4: Measurable Goals

MATP will establish a baseline for each of the goals 4.1 through 4.7
during year two. This baseline will be established by using a data
collection instrument and procedures to be determined by RSA after the
State plan process has been completed. With the advice of the Advisory
Council, MATP will establish the long term goal and short-term goals for
addressing the assistive technology needs of Montanans who experience
disabilities in the domains of education, employment, community living,
and telecommunications and information technology. After year two, MATP
will submit an amendment to the state plan identifying the long term and
short term goals set to improve upon this baseline during year three and
subsequent years of the State Plan.

1.  Goal for Improving Access to AT in Education

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who accessed device
    demonstration programs and/or device loan programs and made a
    decision about an AT device or service for educational purposes as a
    result of the assistance they received.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percent of
> appropriate targeted individuals and entities who accessed device
> demonstration programs and/or device loan programs and made a decision
> about an AT device or service for educational purposes as a result of
> the assistance they received.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who accessed the device demonstration programs and/or device
> loan programs and made a decision about an AT device or service for
> educational purposes as a result of the assistance they received.

1.  Goal for Improving Access to AT in Employment

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who accessed device
    demonstration programs and/or device loan programs and made a
    decision about an AT device or service for employment purposes as a
    result of the assistance they received.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percent of
> appropriate targeted individuals and entities who accessed device
> demonstration programs and/or device loan programs and made a decision
> about an AT device or service for employment purposes as a result of
> the assistance they received.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who accessed the device demonstration programs and/or device
> loan programs and made a decision about an AT device or service for
> employment purposes as a result of the assistance they received.

1.  Goal for Improving Access to AT in Community Living

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who accessed device
    demonstration programs and/or device loan programs and made a
    decision about an AT device or service for community living as a
    result of the assistance they received.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percent of
> appropriate targeted individuals and entities who accessed device
> demonstration programs and/or device loan programs and made a decision
> about an AT device or service for community living as a result of the
> assistance they received.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who accessed the device demonstration programs and/or device
> loan programs and made a decision about an AT device or service for
> community living as a result of the assistance they received.

1.  Goal for Improving Access to IT and Telecommunications

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who accessed device
    demonstration programs and/or device loan programs and made a
    decision about an AT device or service that meets an
    IT/telecommunication need as a result of the assistance they
    received.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percent of
> appropriate targeted individuals and entities who accessed device
> demonstration programs and/or device loan programs and made a decision
> about an AT device or service that meets an IT/telecommunications need
> as a result of the assistance they received.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who accessed the device demonstration programs and/or device
> loan programs and made a decision about an AT device or service that
> meets an IT/telecommunication need as a result of the assistance they
> received.

1.  Goal for Improving Acquisition of AT in Education

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who obtained devices
    or services from State financing activities or reutilization
    programs for educational purposes who would not have obtained the AT
    device or service.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percentage of
> appropriate targeted individuals and entities who obtained devices or
> services from State financing activities or reutilization programs for
> educational purposes who would not have obtained the AT device or
> service.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who obtained devices or services from State financing
> activities or reutilization programs for educational purposes who
> would not have obtained the AT device or service.

4.6Goal for Improving Acquisition of AT in Employment

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who obtained devices
    or services from State financing activities or reutilization
    programs for employment purposes who would not have obtained the AT
    device or service.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percentage of
> appropriate targeted individuals and entities who obtained devices or
> services from State financing activities or reutilization programs for
> employment purposes who would not have obtained the AT device or
> service.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who obtained devices or services from State financing
> activities or reutilization programs for employment purposes who would
> not have obtained the AT device or service.

4.7Goal for Improving Acquisition of AT in Community Living

-   Long-term goal: Percent (to be determined at a later date) of
    appropriate targeted individuals and entities who obtained devices
    or services from State financing activities or reutilization
    programs for community living purposes who would not have obtained
    the AT device or service.

> Short-term goal for Year 1: N/A data collection not established
>
> Short-term goal for Year 2: Establish baseline of the percentage of
> appropriate targeted individuals and entities who obtained devices or
> services from State financing activities or reutilization programs for
> community living purposes who would not have obtained the AT device or
> service.
>
> Short-term goal for Year 3: Increase in percentage over year 2 (to be
> determined at a later date) of appropriate targeted individuals and
> entities who obtained devices or services from State financing
> activities or reutilization programs for community living who would
> not have obtained the AT device or service.

4.8[Additional Measurable Goals]{.underline} \-- If applicable, describe
any measurable goals that the State has set in addition to the goals
established in items 4.1 through 4.7 for addressing the assistive
technology needs of individuals with disabilities in the State related
to education, employment, community living, and telecommunications and
information technology.

> **Not Applicable**

Attachment 5: State-level Activities

5.1 [State Financing Activities]{.underline} -- Describe how the State
will implement State financing activities as described in section
4(e)(2)(A) of the AT Act.

During year one of this state plan, MATP assumed responsibility for and
is building upon the existing low interest loan program established by
MonTECH with Title I funds under the previous AT Act legislation.
MonTECH established a low-interest loan program with the specific
purpose of supporting the purchase of assistive technology by Montana
individuals with disabilities or their families. The program began with
a \$40,000 account. Over the past seven years, MonTECH has added to this
sum, now holding a \$250,000 certificate of deposit with banking partner
Community Bank-Missoula, Inc. to support low interest loans for people
with unmet AT needs throughout Montana.

Funds earmarked for this activity serve as a guarantee on loans that
Community Bank determines to be high risk. MATP supports the loan
application process by conducting an initial screening of all applicants
to determine the appropriateness of the technology to be purchased, and
assisting to identify any other funding options that might not have been
explored by the applicant. In considering applications, Community Bank
has three options. They may: (1) fully approve a loan; (2) approve a
loan contingent upon a partial guarantee by MATP; or (3) decline a loan,
allowing MATP the choice to guarantee the entire amount of the loan.

Loans available through this program accrue interest at the prime rate
at the time the loan is made. Loans may be requested for AT in the
amount of \$500 - \$10,000, with the term of repayment not to exceed 60
months. Any AT equipment or devices for any purposes can be supported
with this funding with one exception. While a loan can support vehicle
modification, it cannot support the initial purchase of a vehicle.

Despite the bank's location in Missoula, the lending area for this
program is the entire state of Montana. In order to accommodate
applicants who live outside the Missoula area, interested persons can
get information and/or begin the application process by contacting MATP
via the project's toll free number, through written correspondence,
and/or electronic email.

MATP staff are be available to assist consumers in applying for a
financial loan by helping to understand and process paperwork and
helping them secure documentation or estimates of equipment costs. MATP
tracks the applicants' progress through the process, facilitating an
equitable decision and timely procurement of the needed equipment.

This activity will increase acquisition of AT by Montanans because low
interest loans provide a means of securing needed assistive technology
by individuals who are unable to have devices funded through other
avenues. This program provides an alternative for individuals who might
not otherwise qualify for bank financing for reasons related to their
disability (e.g., poor credit rating; insufficient credit history,
etc.).

MATP is marketing its financial loan program in a number of ways to make
this service available to people throughout the state. A fact sheet
about the program is included in every information packet disseminated.
Additionally, articles have been written for state newspapers and
disability-related newsletters. MATP has posted information about the
loan program on its accessible web site, and offers information and
assistance through its toll-free phone number. Community Bank and its
affiliates keep materials on hand to disseminate as well.

Over the three years of this state plan, MATP staff and Advisory Council
members will explore ways to expand and improve this program. During
year one, a review of internal loan program policies was undertaken to
identify any needed changes that may help increase access to and use of
the program. Program eligibility was extended to members of U.S. Armed
Services and National Guard and their families who are stationed in
Montana. The current agreement with the banking partner was also
reviewed to identify potential changes that may increase access,
including such things as renegotiation the terms or providing additional
customer services to applicanrs (e.g., credit counseling). A
comprehensive awareness campaign was also undertaken, with efforts
focused on increasing awareness in remote areas of the state.
Dissemination outlets include newsletters, radio and television public
service announcements, websites, and other avenues suggested by staff
and Advisory Council members. On-going evaluative activities will be
conducted to continually examine programmatic access and effectiveness.

2.  [Device Reutilization Program]{.underline} -- Describe how the State
    will implement a device reutilization program as described in
    section 4(e)(2)(B) of the Act.

Device reutilization activities encompassed under the State Financing
component of this plan support measurable goals regarding the
acquisition of AT in the areas of education, employment, and community
living (Goals 4.5 -- 4.7). The various activities encompassed under
reutilization (e.g., equipment exchange, repair, recycling) provide a
vehicle through which equipment can be acquired by an individual who
might not otherwise have the means of securing needed AT supports.

Under the previous AT Act grants, MonTECH managed a reutilization
program focused on one particular segment of the statewide population of
individuals with disabilities. With funding from the Disability Services
Division of The Department of Public Health and Human Services, MonTECH
managed and coordinated The Montana Adaptive Equipment Program (MAEP)
which recycles equipment for permanent placement and also provides long
term loan of equipment. As part of this program, the MAEP coordinator
with support of MonTECH staff managed the pool of recycled equipment,
making devices available to Montanans with developmental disabilities
throughout the state. MonTECH provided assistance in professional
development trainings for adaptive equipment therapists, administrative
oversight, office space, device storage space, technology support, and
assistance in the handling and shipping of devices. During year one,
MATP provided administrative oversight, and assistance in program
activities including the planning and coordination of professional
development training.

MAEP's dynamic loan pool consists of new and used adaptive equipment
that has been purchased or donated to the program by individuals and
organizations throughout Montana. MAEP refurbishes donated equipment
which can then be recycled on a permanent basis or given to participants
when a long term loan is appropriate. Recipients of equipment from MAEP
are encouraged to donate the equipment back to the program for
refurbishing and redistribution should the individual no longer have
need of the equipment. In contrast to the eclectic inventory of the MATP
equipment loan bank (see Section 5.3), the MAEP equipment pool consists
primarily of specialized equipment for mobility, seating, and
positioning. Other durable medical equipment devices such as hospital
beds and transfer boards are also available.

MAEP works directly with occupational and physical therapists, case
managers, durable medical equipment suppliers, people with disabilities,
and family members around the state to ensure provision of the most
appropriate equipment. When needed, MAEP assists a family in locating an
experienced adaptive equipment therapist to assess the program
participant's level of functioning and help in identifying and obtaining
specialized equipment for mobility, positioning, or other activities
based on the therapist\'s recommendation and a physician\'s order.

Although this program serves individuals throughout the state, it does
have exclusionary eligibility criteria in terms of who can utilize
program services and resources. Participants *must* be certified as
having a developmental disability by a provider funded by the
Developmental Disabilities Program of The Department of Public Health
and Human Services.

During year one of this plan, MATP explored ways in which to provide a
statewide comprehensive reutilization program that has no exclusionary
criteria and is available to all Montanans. Experience with MAEP has
provided valuable lessons. The high cost and limited availability of
space to store equipment, as well as issues related to liability,
sanitation, and shipping shaped MATP plans to establish an [online
forum]{.underline} to support device reutilization.

During the first year of funding of this state plan, MATP identified and
defined the criteria for a successful web-based device reutilization
program. MATP researched existing programs and based on the needs of the
state decided to build a web based program specific to Montana. With
input from the advisory council, agency representatives, consumers, and
family members, a database with the following features has been built.

1.  Montanans, regardless of location in the state, are able to access
    the listing of used equipment via the Internet at any time or by
    calling a toll free number during office hours of operation.

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1.  The website site is 508 compliant to ensure access by anyone
    regardless of disability.

2.  The site allows an individual or agency to buy, sell, or give away
    equipment.

3.  All appropriate AT equipment is eligible for listing and the site
    provides multiple ways in which to search for specific devices.

4.  Individual users are assigned accounts so that they can look for
    specific devices or place a notice that they are looking for a
    particular device.

5.  Arrangements for exchanges are the responsibility of the parties
    involved.

6.  The site was developed so that other community equipment recycling
    programs within the state can choose to be supported by the MATP
    infrastructure and list their equipment on the MATP site.

7.  Individuals or agencies listing equipment are able to place
    restrictions on the use of equipment. For example, the MAEP program
    would be able to list equipment but its use would be restricted to
    eligible clients.

This system is currently being beta tested and by the end of the first
year, MATP will have an operational program. Upon completion of the beta
testing, MATP will conduct a comprehensive awareness campaign. The
program will be publicized in newspapers, newsletters, radio and
television public service announcements, websites, and other identified
venues. Marketing will also include dissemination of brochures and user
guides, as well as presentations at agency meetings and conferences
throughout the state.

With input from the Advisory Council, specific operating procedures were
defined during year one of this state plan. In subsequent years, the
focus will shift to refining the reutilization program and broadening
its scope through increased awareness and use. For example, MATP will
work with Montana Medicare and other insurance and public assistance
programs to encourage individuals who receive durable medical equipment
or other AT devices to use the reutilization program when a device is no
longer needed.

This web based reutilization management program will help individuals
with disabilities obtain assistive technology devices by creating a
statewide marketplace for equipment that is used and often free or low
cost. This will provide an opportunity for individuals with disabilities
to find more affordable equipment without having to meet eligibility
criteria. It will be a valuable tool for agency personnel and case
managers to help consumers search for and obtain equipment that may
otherwise not be available to them. In addition, the identification and
use of used equipment will also make it possible for programs with
limited resources to extend their funds to assist more individuals.

2.  [Device Loan Program]{.underline} -- Describe how the State will
    implement a device loan program as described in section 4(e)(2)(C)
    of the Act.

Since its inception as an AT Act Program in 1991, MonTECH has built and
operated a short-term equipment loan program. Over the next three years,
MATP will assume responsibility for and continue to maintain and operate
the equipment loan program. This device loan bank will complement the
program's Demonstration Center (see discussion in section 5.4) by
allowing individuals with disabilities and their families to try
equipment in their home, work, school, or community environment for
trial purposes. In many cases, this will occur after equipment has been
demonstrated or after an individual has received an AT evaluation from
MonTECH.

The current equipment loan bank inventory includes more than 1000 AT
devices and computer hardware/software products that address issues
associated with computer access, blind/low vision, augmentative
communication, hearing limitations, learning/memory, environmental
control units, aids to daily living, and mobility/positioning. Due to
the prohibitive costs, liability issues, and program resources
associated with the purchasing, maintenance, storage and shipping of
durable medical equipment (DME) MATP maintains a limited inventory of
these devices. However, MATP works to increase access to DME as noted in
the plan for equipment reutilization. MATP also provides in-kind support
to the Montana Adaptive Equipment Program (MAEP) which in turn provides
individuals with developmental disabilities with Durable Medical
Equipment and therapist services.

The device loan bank is accessible to all Montanans -- individual
consumers, family members and professionals -- requiring only the
completion of an Equipment Loan Agreement (ELA) to impart responsibility
for the equipment and its return shipping. In completing the ELA,
program participants are asked to respond to a series of demographic
questions designed to support program efforts to account for services
and ensure that the program is reaching all ages, ethnicity and manner
of disability, in all regions of Montana.

MATP maintains a relationship with professionals in private practice,
school, hospital and agency settings through Cooperating Agency
Agreements (CAA). While individual consumers and family members may
directly check out equipment from the loan bank, MATP requests that the
administrator/head of a professional agency seeking to loan equipment
first complete a CAA. This agreement spells out responsibilities of both
entities, ensuring that all staff within the agency have loan bank
privileges and that the agency assumes responsibility for the borrowed
equipment. There are currently over 130 Cooperating Agency Agreements in
place for the existing loan program. MATP will seek to increase the
number of agency partners in the years encompassed by this Plan.

The equipment loan bank is publicized through printed program materials
included in every information packet, via MATP's accessible web site, in
print articles in state newspapers and newsletters, through public
service announcements on radio/television, and is discussed at every
demonstration, training, tour and conference in which MATP participates.

The availability of equipment on a "try before you buy" basis is a
valuable resource for people who are not sure exactly what AT will meet
their needs. The opportunity to try out equipment for a period of time
allows individuals with disabilities, their families, and professionals
to learn more about what devices will best meet their needs. It also
provides an opportunity for equipment to be tried in the person's
natural environments including education, employment, home, and
community. The trial use of equipment will provide valuable information
and experience for individuals and enable them to make informed choices
about what will best meet their needs. The equipment loan will also help
consumers be aware of device related issues such as training,
programming, compatibility, and maintenance. This will increase the
likelihood of a good AT match and will save consumer and agency funds by
reducing device abandonment. Equipment loans will also help consumers
whose own device is in need of repair. Furthermore, in some instances,
the MATP equipment loan program will bridge the gap between the
consumers' immediate need for assistive technology and the time it takes
to acquire the assistive device through public or private financing
systems.

During year one, a comprehensive inventory and barcoding of all
equipment was undertaken in order to facilitate an on-line check out
system. A database with a website interface was developed and is
currently being beta tested. While an online equipment catalog is
currently available, the new system includes improvements for online
viewing of the equipment in the loan bank as well as its availability
status (i.e. available; checked out; waiting list). Other new web site
features allow Montanans to become registered users, be added to a
waiting list for equipment not currently available, and complete a
Cooperating Agency Agreement and Equipment Loan Agreement
electronically. For those who either do not have internet access or
prefer not to use it, MATP will continue to assist individuals to access
and use the Device Loan program through its toll free number and the use
of faxes or mail.

Most equipment in the MATP demonstration center (see Section 5.4) is
also available for loan. However, due to copyright and licensing issues
related to computer software as well as cost, risk, and durability
issues related to shipping of computers, the availability of computer
software for loan has been limited. During year one, MATP purchased an
application server as well as additional software licenses in order to
install software programs onto the application server. Equipment loan
participants are able to register for limited access in order to try a
particular software program through the application server. Although
this effort will greatly increase access, it will still be limited to
those participants who have adequate computer/internet service. To
accommodate those who do not, MATP will work with various agencies (i.e.
Vocational Rehabilitation, Independent Living, local education agencies,
Montana Library network) to provide computer/internet access so that
individuals may try programs to evaluate their effectiveness for a
particular individual and/or application.

The new system MATP has implemented contains the functionality to serve
other device loan programs within the state. Other agencies and
community organizations can use the MATP infrastructure to manage and
list their available equipment. MATP will continue to seek ways to
support a centralized web based equipment loan resource for all Montana
equipment loan programs. MATP will also continue to seek input and
assistance from other agencies and groups in identifying potential loan
bank inventory devices that meet their needs. Finally, MATP will seek
external funding support from these agencies in order to expand the loan
bank inventory and better serve their consumers.

4.  [Device Demonstration Program]{.underline} -- Describe how the State
    will implement a device demonstration program as described in
    section 4(e)(2)(D) of the Act.

MonTECH has an established demonstration site, the Montana Technology
Access Center (MTAC), located at the University of Montana Rural
Institute in Missoula. MTAC will serve as a device demonstration site
for MATP. The facilities at MTAC include a number of display areas
organized around specific applications -- i.e., computer access,
environmental control units, aids to daily living, augmentative and
alternative communication, learning, low vision and
positioning/mobility. Equipment included in these areas also encompasses
supports for people who are deaf/hard of hearing, as well as phone
technology and memory aids.

Individuals, agencies, or groups can contact MATP through its toll free
number, U.S. mail, electronic mail, or in person to arrange for an
equipment demonstration. Demonstrations are scheduled, planned, and
provided on a per request basis and are coordinated to involve one or
more of the professional program staff. Identification of appropriate
staff involvement and the type of demonstration provided are determined
by the requesting party's expressed interest and identified needs.
Demonstrations are provided on an individual as well as group basis. In
addition, MATP offers tours of the center for individuals, groups,
agencies, and pre-service professionals.

Because Montana is largely rural, with its population concentrated in
the western half of the state (where MATP and MTAC are located),
individuals or groups from eastern or more frontier parts of the state
must travel to access the site. MonTECH currently collaborates with
professional therapists in these underserved locations to provide remote
demonstration services, using MonTECH equipment and consultation. MATP
will continue these efforts and work to extend its device demonstration
capabilities to other regions of the state. Strategies to this include:

1)  Further use of service professionals, who will travel to the
    individual or group requesting device demonstration, or provide
    demonstration services within existing service settings.

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1)  Collaboration with other device demonstration sites or organizations
    with AT equipment in other regions to support their abilities to
    demonstrate devices to individuals or groups in their area.

2)  Utilize distance modalities such as web cams, videophones, Montana's
    Education Telecommunications Network, and other media-based
    solutions to allow individuals or groups with internet access to
    participate in device demonstrations in real time or through
    archived materials.

Many people seeking AT demonstration are also in need of a professional
recommendation that will help them secure funding for needed equipment.
In order to support the goal of acquiring AT, MonTECH continues to use
MTAC to provide professional AT evaluations on a fee for service basis
for individuals and agencies such as Vocational Rehabilitation, schools,
and individuals who self-refer. AT evaluations differ from AT
demonstrations in that demonstrations are designed to demonstrate a
variety of AT devices, and provide relevant information in order to
assist an individual to make informed choices. Evaluations are conducted
by an interdisciplinary team of professionals, and are a planned,
systematic process in which actual performance with a variety of devices
is observed and assessed in order to provide an objective, experiential
basis upon which a recommendation can be made. Evaluation team members
may include an occupational therapist, physical therapist,
speech-language pathologist, rehabilitation professional, special
educator, and/or an electrical engineer/computer specialist. Evaluations
include preplanning, formal written reports, implementation plans, trial
periods, and follow-up. MTAC is the only source for professional AT
evaluations in the state of Montana and evaluations are a much needed AT
service that supports access to and acquisition of AT devices. MonTECH
will continue to provide AT evaluations and MATP will provide in-kind
support by making its equipment available.

Operation of this demonstration site allows individuals with
disabilities, their families, students, disability-related agencies and
professionals to experience a variety of AT devices while assisted by AT
specialists. As with the equipment loan program, the device
demonstration program assists consumers in being aware of AT device
options and related issues such as training, programming, compatibility,
and maintenance. Device demonstrations help empower consumers to make
informed cost-effective decisions. This will increase the likelihood of
a good AT match between the user and the device and decrease device
abandonment, thereby saving either individual and/or agency funding.

#### Attachment 6: Comparable Support

**This Attachment is Not Applicable**

6.1 [Source and Amount of Support]{.underline} -- Identify the
State-level activity for which there is comparable support, the source
of this support, the amount of the support, and the project year for
which this support is being provided.

6.2 [Comparability]{.underline} \-- Demonstrate that this support is
comparable in terms of funding and that the activities are comparable in
terms of scope.

6.3 [Coordination and Collaboration]{.underline} -- Describe how the
State will coordinate activities and collaborate with the appropriate
entity, if the comparable funds are provided to, or the activities are
conducted by, an entity other than the Lead Agency or Implementing
Entity.

Attachment 7: State Flexibility

**This Attachment is Not Applicable**

7.1 [Activity]{.underline} -- Identify each State-level activity the
State is choosing not to carry out.

7.2 [Maintenance of Statewideness and Comprehensiveness]{.underline} --
Demonstrate that the Statewide AT Program will continue to be
comprehensive without conducting this activity.

7.3 [Achievement of Measurable Goals]{.underline} - Demonstrate that the
State can reach its measurable education goals, employment goals,
telecommunications and information technology goals, and community
living goals without conducting such activities.

7.4 [Coordination and Collaboration]{.underline} -- Describe how the
Lead Agency or Implementing Entity will coordinate activities and
collaborate with entities in the State that do conduct this activity, if
the State chooses not to conduct this activity because another entity
already conducts it.

## Attachment 8: State Leadership Activities

8.1 [Training and Technical Assistance Activities]{.underline} --
Describe how the State will provide training and technical assistance to
enhance the knowledge, skills, and competencies of individuals from
local settings statewide, including representatives of State and local
educational agencies, other State and local agencies, early intervention
programs, adult service programs, hospitals and other health care
facilities, institutions of higher education and businesses as described
in section 4(e)(3)(B)(i) of the AT Act.

**[Training]{.underline}**

Training delivered throughout the three year period encompassed by this
State Plan will address a variety of audiences and topics. MATP's plan
for training is aligned with the four goal areas of this State Plan
(e.g., education, employment, community living, and information
technology and telecommunications). As a major component of Montana's
State Leadership activities (see Attachment 11), all professional
project staff will have some training responsibilities. As necessary,
the project will also contract with other professionals when specialized
expertise not represented among project staff is required to address
state training needs.

Continuing work begun under the previous legislation, the project has
developed awareness level presentations in a number of areas. More
focused and customized training will be developed as requests are
received and information is gathered about the specific needs of
different constituencies. Due to limited program resources and the
considerable expense associated with delivering training throughout
Montana, MATP will charge a nominal fee to help defray travel and other
expenses. Through collaborative efforts with other agencies and service
providers, MATP will strive to incorporate AT trainings into existing
training venues such as agency in-services and statewide conferences.

MATP will collaborate with agencies, service delivery providers,
families and individuals with disabilities across Montana to identify
needs and provide training in the areas of education, employment,
community living, and information technology and telecommunications.
Specific strategies tied to each of these areas are highlighted in the
remainder of this discussion.

**Education**

MATP's educational training initiatives include the following topics:
assistive technology supports for universal curriculum design; assistive
technology supports to participate in statewide assessments; the
Student, Environment, Tasks, Tools (SETT) framework for assistive
technology decision-making; integrating AT supports within the
classroom; assistive technology applications within early intervention;
and AT tools to support reading and writing. Other topics are available
upon request. The targeted audience is educators, paraprofessionals, and
other support staff. Trainings are planned and implemented through the
Montana Comprehensive System of Personnel Development (CSPD) and
existing conference venues such as those sponsored by the Montana
Education Association and the Montana Council for Exceptional Children.

At the other end of the educational spectrum, training efforts address
the needs of individuals in post-secondary education who are training to
work in the education field. Project staff frequently respond to
requests for training from faculty in various departments at The
University of Montana. Outreach to other institutions of higher
education, including Montana's Tribal Colleges, will be undertaken
during years 2 and 3. For education majors training will focus on
general knowledge and awareness of AT as well as AT issues related to
assessment and applications within the classroom.

**Employment**

MATP is working closely with Montana Vocational Rehabilitation (MVR) to
provide training for MVR counselors and support staff. A current
priority within MVR is training in the use of AT supports for
individuals who are blind and/or have low vision. Training is delivered
through MVR in-services. In addition, MATP is working closely with the
MVR program manager of the Native American Rehabilitation Programs in
order to develop AT trainings that meet the needs of VR projects that
are operated by tribal organizations.

MATP is also working to address the AT training needs of local agencies
that provide employment services for individuals with disabilities. This
includes agencies that deliver traditional VR supports as well as those
that emphasize supported employment and self-employment services such as
Montana Works. During year one, MATP provided training to workforce
center Disability Navigators. During year 2, MATP will offer training to
all Montana workforce one stop centers.

Finally, as noted in the discussion of Education activities, during
subsequent years, MATP will seek to increase its AT training on
employment topics for preservice professionals in human services, social
work, and rehabilitation counseling programs through guest lectures that
will be provided either on site, via Montana's Education
Telecommunication Network and/or web based training modules.

**Community Living**

To support individuals to live as independently as possible in the
community, MATP will continue to collaborate with state and local
agencies that are responsible for funding and delivering community
support services. During year 1, this included the State Independent
Living Council, Home and Community Based Services, Parents Let's Unite
for Kids, and Family Support Specialists. During year 2, MATP will seek
to provide training for the State Department of Aging Senior and Long
Term Care Division of the Department of Public Health and Human Services
as well as statewide groups focused on the needs of specific populations
(e.g., Montana Brain Injury Association, Muscular Dystrophy
Association). Training topics include but are not limited to general
awareness training on the benefits of assistive technology, applications
of AT use in the home and community environments, and funding sources
available to help acquire assistive technology. The trainings are
developed to include information on a broad array of disabilities and AT
devices. For general AT awareness and applications, MATP seeks to
deliver trainings in a train the trainer format. MATP will also assist
the Montana Adaptive Equipment Program in the coordination and delivery
of professional development trainings.

**Information Technology and Telecommunications**

Of all of the training areas identified, this is the area that has
received the least amount of attention and resources in the previously
funded AT project. As such, initial efforts will need to focus on
establishing collaborative working relationships with key entities in
the state. This includes programs such as the Montana Information
Technology Services Department and other businesses and organizations to
identify needs related to accessible information technology and
telecommunications trainings. MATP will continue to work with the
Montana Telecommunications Access Program to provide assistive equipment
and training for people whose disabilities make it difficult for them to
use a standard phone. MATP will continue to provide training on web
accessibility issues and issues related to accessible voting. In
addition, information related to this topic will be infused into other
trainings. For example, trainings provided on education and employment
will incorporate material on accessible information technology.

Additionally, MonTECH is a Microsoft Accessibility Center and provides
training on computer access options in Microsoft operating systems.
Trainings also include the entire continuum of computer access options.
During year 2, MATP will seek to provide this training to small business
and library personnel.

**[Technical Assistance]{.underline}**

In each of the four areas discussed above, MATP will also be available
to move beyond training to provide technical assistance. Technical
assistance is the support required to transfer the application of
information into effective practice. Technical assistance may also
involve the delivery of expert level assistive technology work or work
products such as AT related research, cost effective AT procurement,
and/or AT policy and legislation development.

In accordance with the AT Act of 1998 as amended, provision of MATP
technical assistance support will focus on assisting programs and
agencies in improving their services, policies, and/or procedures as
they relate to access to and acquisition of assistive technology. During
year 2, MATP will provide assistance to the Montana Office of Public
Instruction to examine the feasibility of establishing an equipment
lending library for Montana schools. Other technical assistance
activities will be handled on a per request basis and will be balanced
with available program resources. MATP technical assistance priorities
will focus on issues directly related to access to and acquisition of
AT.

**[Transition]{.underline}**

The AT Act requires the state AT program to either directly or through
support to public and private entities, develop and disseminate training
materials, conduct training, facilitate access to AT and provide
technical assistance regarding transition for students with disabilities
who are leaving high school for employment or post-secondary education
and transition for those entering or maintaining community living.

A number of federally funded statewide transition initiatives have been
implemented by the Montana Office of Public Instruction over the last
ten years and much good information has been developed on the topic of
transition. Product development includes a Transition Handbook, manuals
on IDEA Transition Requirements, the IEP Process for Transition, and IEP
Transition Planning, an IEP Transition video, multiple brochures,
flyers, checklists, and a transition survey. It is unclear at this point
the extent to which assistive technology is addressed in these existing
materials. During year 2, MATP will continue to review existing
materials in order to determine priorities in terms of training
materials that address AT in the context of transition. There are some
predictable issues (e.g., equipment ownership when a student leaves the
public school system; AT support systems at the post-secondary level),
but other information needs have yet to be identified. Information
gathering and review during year one and the first half of year two will
help to focus on issues of importance that are not already addressed in
existing materials. During years two and three, MATP will develop
additional materials to provide assistance as it relates to AT use and
issues for those students transitioning to employment or postsecondary
education.

The Governor's Disability Advisory Council has recently been revised in
terms of membership and mission. Previously, the council dealt primarily
with issues involving the American's with Disabilities Act. The Governor
has changed the mission of the council to focus primarily on
transitioning individuals with disabilities from institutions into
community living settings. MATP will assist the council by identifying
barriers to both the access and acquisition of AT for this population
including issues related to policy and funding.

MATP will continue to collaborate with other agencies on transition
issues. For example, MATP is engaged in transition efforts with the
Montana Job Training Partnership, Home and Community Based Services (a
Medicaid waiver program) Montana Office of Public Instruction, the
Montana Youth Leadership Forum, and the University of Montana Disability
Services,

8.2 [Public Awareness Activities]{.underline} -- Describe how the State
will provide information to targeted individuals and entities relating
to the availability, benefits, appropriateness, and costs of assistive
technology devices and assistive technology services as described in
section 4(e)(3)(B)(ii) of the AT Act.

MATP provides information to increase awareness of the availability,
benefits, appropriateness, and cost of AT devices and services by
utilizing the following basic strategies:

-   Operation of an information and referral network which can be
    accessed through the MATP's toll free number or accessible web site.

-   Distribution of information about AT through multiple modalities to
    key stakeholder groups including utilization of the accessible MATP
    web site, fact sheets, publications, and device comparison charts.

-   Submittal of awareness based articles on AT to be published in other
    agency and organization newsletters.

-   Publication and distribution of an annual report on MATP activities

-   Participation in local and statewide events to conduct public
    awareness activities across the state.

-   MATP supports transition to community living by providing transition
    workers, employees of nursing homes and other supported living
    environments, family members, and consumers with disabilities, the
    information they need to successfully include AT in all transition
    planning related to community living. This is achieved through
    brochures and web based information on the state level activities of
    state financing, device reutilization, device loan, and device
    demonstration.

    3.  [Coordination and Collaboration]{.underline} - Describe how the
        State will coordinate activities among public and private
        entities that are responsible for policies, procedures, or
        funding for the provision of assistive technology devices and
        assistive technology services to individuals with disabilities,
        service providers, and others to improve access to assistive
        technology devices and assistive technology services as
        described in section 4(e)(3)(B)(iii) of the AT Act.

As referenced throughout the previous discussion on training and
technical assistance, MATP will collaborate with a full array of
agencies involved in the delivery of services to individuals with any
type of disability across the life span, coordinating their efforts in
the delivery of assistive technology services and supports in an effort
to maximize the use of limited resources. Because coordination and
collaboration with public and private entities is based on opportunity
and usually related to new activities and/or changing policies and
procedures, it is difficult to anticipate all of the activities MATP
will engage in during this contract period. During year 1, MATP
coordination and collaboaration activities included:

-   Maintaining and expanding the network of cooperating agencies
    participating in the statewide equipment loan program and seeking to
    expand the level of agency involvement (see discussion in section
    5.3).

-   Promoting effective service networks for those seeking AT devices
    and services by assisting organizations in obtaining information and
    navigating the process in order to provide third-party funding of
    assistive technology devices and services. MATP has positive
    relationships with multiple agencies serving a support role in the
    lives of people with disabilities which includes vocational
    rehabilitation agencies, Medicaid Home and Community Based Waiver
    Teams, school districts and cooperatives, medical service providers,
    and community employers.

-   Working with the Montana Telecommunications Access Program to
    increase access to and acquisition of assistive telecommunication
    devices and training for people whose disabilities make it difficult
    for them to use a standard phone.

-   Coordination with Community Hospital Rehabilitation for meeting the
    assistive technology needs of individuals transitioning from a
    hospital environment back to their communities.

-   Representation in professional organizations, committees and/or
    workgroups addressing issues related to the funding, acquisition,
    and effective use of AT. Current participation includes Office of
    Public Instruction Comprehensive System of Personnel Development
    Council, Office of Public Instruction AT task force, Independent
    Living Low Vision Services workgroup, Durable Medical Equipment
    workgroup, Montana School Occupational Therapy/Physical Therapy
    Organization, Montana Occupational Therapy Association, and the
    Montana Speech-Language-Hearing Association.

-   Provision of AT information and services to multiple Rural Institute
    grant funded projects that provide training and services for
    individuals who experience disabilities (see discussion in Section
    2.2) or visit the Rural Institute web site at
    [http://ruralinstitute.umt.edu](http://ruralinstitute.umt.edu/) for
    a complete listing of projects.

-   Participation in Montana's Office of Public Instruction
    Comprehensive System of Personnel Development Councils on the state
    and regional levels.

-   [Montana Vocational Rehabilitation -]{.underline} As the lead agency
    for MATP, collaboration with Montana Vocational Rehabilitation (MVR)
    is strong. The designated lead agency Program Manager for MATP also
    has responsibility for MVR projects that are operated by tribal
    organizations. This provides a critical link in building
    collaborations with the tribal programs. A new technology specialist
    position has been created within MVR to address the high technology
    needs of individuals who are blind or have low vision. There is
    close collaboration between this individual and MATP staff to
    develop mechanisms to provide effective problem solving and support
    in this highly specialized area. MATP is also working to strengthen
    the collaborative relationships with Montana Independent Living
    Services.

During year 2, MATP will continue these activities and will also engage
in the following:

[Montana Information Technology Services Department]{.underline}

MATP will seek to build a collaborative relationship with MITSD to
address state issues related to information technology accessibility.
During year 1, MATP provided training on the accessibility features of
newly acquired voting machines for county precincts.

[Montana Veterans Administration]{.underline}

MATP will seek to build a collaborative relationship with the Montana
Veterans Administration in order to better serve the assistive
technology needs of Montana veterans.

[Montana Senior and Long Term Care Division]{.underline}

MATP will seek to increase collaboration with the Senior and Long Term
Care Division to better meet the assistive technology needs of Montana's
aging population.

Attachment 9: Involvement of Public and Private Entities

9.1 [Nature and Extent of Resources]{.underline} -- Describe the nature
and extent of resources that will be committed by public and private
collaborators to assist in accomplishing identified goals.

Number range CHAPTERThe Rural Institute provides substantial in-kind
support for MATP which includes administrative fiscal oversight (See
discussion in 11.1) for this program. It also provides office space for
staff, space for MTAC which is used as MATP's demonstration center, and
storage space for the Equipment Loan Bank. This space meets ADA
accessibility standards and can be accessed by the local public
transportation system. The Rural Institute supports a team of technology
support personnel that operate and support the center's own internal
network and server systems. MATP staff have available to them the
technical resources and supports to implement program activities that
rely on technology for implementation.

Other staff employed at the Rural Institute have expertise in areas that
are of relevance to this program and provide their time as in-kind
support. For example, funded projects focusing on the transition of
students with disabilities are in operation, providing natural
opportunities for collaboration to make AT support available to this
population. Similarly, employment, personnel preparation, and health
promotion projects are ongoing, creating linkages to people and systems
in Montana that address these issues.

9.2 [Mechanisms to Ensure Coordination]{.underline} - Describe the
mechanisms established to ensure coordination of activities and
collaboration between the implementing entity, if any, and the State.

Montana's lead agency, Montana Department of Public Health and Human
Services (DPHHS) has entered into a contract with the University of
Montana Rural Institute (RI) to serve as the implementing entity for the
state of Montana. This contract sets forth the activities that must be
conducted by The Rural Institute on behalf of DPHHS and the system of
oversight required by RSA. Within DPHHS, a Program Manager within the
Office of Vocational Rehabilitation is assigned to oversee the contract.
This individual works directly with the MATP Program Director within The
Rural Institute. The state Program Manager and RI Program Director meet
a minimum of once per quarter to discuss activities and the
implementation of this state plan. In addition, the Program Manager
attends all Advisory Council meetings for MATP. The Office of Research
and Sponsored Programs at The University of Montana submits bills
detailing all expenditures to DPHHS on a monthly basis. The state's
Program Manager will ensure that their fiscal unit provides timely and
appropriate assistance to the RI. Finally, the RI provides annual
program and fiscal reports to DPHHS and as the implementing entity,
ensures that all RSA reporting requirements are fulfilled.

9.3 [Involvement of State Advisory Council]{.underline} - Describe the
nature and extent of the involvement of the State Advisory Council in
the planning, implementation, and evaluation of the activities carried
out through the grant, including setting the measurable goals required
in section 4(d)(3).

Advisory Council members have provided guidance about the general goals
and implementation of this State Plan. As a direct result of Advisory
Council input, continuation of training initiatives, agency
collaborations, the device loan program, demonstration center
activities, and evaluative services are included in this plan. The
council meets on a quarterly basis to refine the tasks encompassed
within the state level and state leadership activities. The Advisory
Council will assist in defining the process that establishes a baseline
for each of the goals 4.1 through 4.7 during year two of this Plan.
After year two, an amended Plan identifying the long-term and short-term
goals set to improve upon this baseline during subsequent years as well
as any other necessary changes will be submitted to RSA. The Council
will review the activities of this State Plan on a quarterly basis and
will provide guidance on any necessary adjustments.

## 

## 

## Attachment 10: State Support

10.1 [State Support for State-level Activities]{.underline} -- If
applicable, describe how the State will support with State funds any
State-level activities described in section 4(e)(2).

The State of Montana does not support any of the State-level activities
with a direct appropriation of state dollars.

10.2 [State Support for State Leadership Activities]{.underline} - If
applicable, describe how the State will support with State funds any
State Leadership activities described in section 4(e)(3), if applicable.

The State of Montana does not support any of the State Leadership
activities with a direct appropriation of state dollars.

## Attachment 11: Allocation and Utilization of Funds

11.1 [Tracking Expenditures]{.underline} -- Describe planned procedures
for tracking expenditures for activities described in sections 4(e)(2)
and (3).

There are several levels of expenditure tracking for this State Plan. At
the program level, the MATP Director with assistance from the MATP
Manager approves and monitors all expenditures. A coding and tracking
system of all expenditures has been developed to assure MATP is in
compliance with the percentages and budget amounts as mandated by the AT
Act of 1998 as amended.

MATP submits all required reports and billing to the RI account
managers. The Rural Institute uses a web based fiscal management system
(FMS) to record and track expenditures of all RI grants and contracts.
As a Center within the University of Montana, all RI grants and
contracts are managed by the University's Office of Research and
Sponsored Programs and Business Services. This office is also
responsible for reporting to the lead agency where all budget approvals
and revisions are overseen by the lead agency's (DPHHS) Program Manager.

11.2 [Proposed Budget Allocations]{.underline} -- Attach a budget
containing proposed allocations for activities described in sections
4(e)(2) and (3).

The following are proposed budget allocations for State Leadership and
State Level Activities for Year 2 of the project. These numbers will
serve as an estimate only for Year 3 of this State Plan.

**Proposed**

**[Allocation Distribution Amount]{.underline}**

**State Level 60% of total direct costs \$215,106**

*State Financing 10% \$ 21,511*

*Device Reutilization 25% \$ 53,776*

*Device Loan 30% \$ 64,532*

*Device Demonstration 35% \$ 75,287*

**State Leadership 40% of total direct costs \$143,404**

*Training & Technical Assist. 50% \$ 71,702*

*Transition 5% \$ 7,170*

*Public Awareness 15% \$ 21,511*

*Coordination & Collaboration 30% \$ 43,021*

**[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}**

**Direct Costs \$358,510**

**Indirect Costs (8% of total direct costs) \$ 28,681**

**[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}**

**TOTAL AWARD** **\$387,191**

Within the above budget, MATP proposes to apportion funds for specific
activities in the described manner. However, these numbers reflect a
proposal only, and will serve as an estimate only for Year 3 of this
State Plan.