1. Using Data to Manage and Market Your Program Marcia Finlayson & Joy Hammel University of Illinois at Chicago AFP & ATF Technical Assistance Program

2. Federal Accountability Initiative “If you don’t measure results, you can’t tell success from failure” (C. Mindel) “If you CAN demonstrate results, you CAN win public support” (C.Mindel)

3. Session Objectives To discuss how to effectively use AFP outcome data in your state program & systems change initiatives To share examples of state use To review the process for requesting custom data runs and reports for your state

4. The System: Data Collection Initial Application (n=4210) Applicant & AT user demographics, AT Request, Prior funding experiences, Loan info, decision & terms Follow-up: Approved at 6 months post (n=816) If received & using AT, Impact on life Satisfaction with services, Overall impressions of program and its utility Follow-up: Denied or did not accept at 1 mo. Post (n=338) Reasons for denial/not accept, Follow-up outcomes, Satisfaction

5. Ways to Obtain & Use Data 1. Online Public Reports By state or nationally By time period 2. Annual & State Reports 3. Custom Reports From states upon request

6. AFP Use Demographics Overall demographics (n=4210 as of 11/4/04) 52.8% male 76.5% White & 17.1% are African-American 91% are primarily English speakers 70% are not working Median monthly income = $2000/month 25% are below $1069/month Fairly evenly distributed urban, suburban, rural (1/3)

7. Custom Reports: Data Mining Refers to “mining” or exploring the data available in much more depth Possible by having UIC download the data from the system into special software that allows advanced statistical analyses Allows the development of custom reports and the ability to answer specific questions

8. Data Mining: Example Question: How are older adults using AFP and are there differences in AFP use & outcomes by age?

9. Findings Age distribution: Range: 6 months to 95 years 0.5-39: 33% (n=1386) 40+: 60% (n=2512) 40-49: 16.5% (n=693) 50-59: 17.4% (n=733) 60-69: 12.3% (n=516) 70+: 13.5% (n=570) Not reported/unknown: 7% (n=312)

10. AFP Use by Age Descriptive information: Age 2003: Average age: 46.5 years (sd=19.8) 2004: Average age: 45.4 years (sd=22.5) Find Out about the Program 2003: Referrals primarily through a disability agency (25.2%) or vendor/dealer (19.7%) 2004: Referrals primarily through a disability agency (23.5%) or vendor/dealer (27.8%) **As of November 27, 2003, N=2639 **As of November 4, 2004, N=4210

11. Finding the AF Program p<0.0001 Age of applicants % via method

12. Nature of Requests Among Applicants Aged 40+ Overall, most common single request is for adapted transportation (n=1413), followed by hearing aides (n=881), then mobility equipment (n=303) Most common dual request is for mobility equipment plus adapted transportation (n=238), followed by computer equipment plus computer access (n=100)

13. % of Requests for Specific AT, by Age Group p<0.0001

14. Outcomes of Applications Among 40+ group Overall, 65.6% of all applications have been approved & 26.8% denied Other outcomes of loan - 7.6% E.g., withdrawn, approved/not accepted; pending Average age of: Approved applicants = 60.5 (sd=13.0) Denied applicants = 56.5 (sd=12.1) Other applicants = 56.7 (sd = 10.8)

15. Loan Decisions by Age Group p<0.0001

16. Loan Amounts by Age Group

17. Follow-Up on Approved Loans 474 people 40+ participated in at least part of an approved follow-up interview Missing data for individual questions depending on applicability to loan request – up to 30% for some questions Results must be considered exploratory

18. Follow-up on Approved Loans Status of AT equipment receipt (N=337 age 40+) 90.5% had received their AT and were using it 3.6% had not yet received Remainder (5.9%) had received but not using (e.g., broken, don’t know how, doesn’t meet needs, etc)= abandoned No differences by age

19. Satisfaction with Program for Approved Loans (N=336)

20. Follow-up on Approved Loans Participants reported improvements in: QOL related to AT/EM impact – 88.7% report improvement (N=310); 9.8% stayed the same, 1.1% got worse 60-69 least likely to report improvements (p=0.03) Ability to participate in social & recreational activities - 77.1% got better (N=284) Ability to complete home/community management activities - 70.3% got better (N=279) Ability to control life and life decisions - 63.4% gained control/increased (N=262)

21. Follow-up Outcomes 67.8% (N=329) report ability to fund AT they would have been unable to obtain through other sources 70+ least likely to report this outcome (p=0.02) 85.2% who were approved loans and did a follow-up interview would recommend the program to others (*) 86.3% who were denied loans and did a follow-up interview would recommend the program to others (*) (*) – high rates of missing data (up to 30%)

22. Outreach to Older Adults

23. State Specific Examples of Data Use Additional ways to use AFP Data

24. Using data to negotiate with lending institutions Comparison of state interest rates to renegotiate rates in each state Proportion of African Americans using program to negotiate relationship with lending institution that serves this population Average loan amount for each repayment schedule (e.g., under 1 year, 5 yr., 10 yr. payback periods) Relationship between income and loan size to negotiate with bank

25. Using data to leverage/expand resources for AFP Proportion of low income individuals for tax exempt program eligibility Characteristics of AFP applications for people under 18 yrs.of age to pursue grant to supplement funding

26. Using data to target outreach efforts ID gaps in source of referrals and who’s applying E.g., coming in from professional referrals versus other sources Examining how different groups access the program E.g., looking at referral source in light of applicant characteristics such as minority status, income status, etc. Trends in these issues over time E.g, showing how minority outreach & application rates have increased over time/impact of targeted outreach campaigns

27. How to request your own custom analyses

28. Requests Either: Send us an e-mail: marciaf@uic.edu or hammel@uic.edu Complete the request form and mail or fax it in Turn-over time depends on the nature of request and its complexity Typically 5 working days

29. Questions & Comments