The
Aging Network
Program Instructions
AoA-PI-02-01 October 26, 2001
TO : STATE AGENCIES ADMINISTERING PLANS UNDER
TITLE III OF THE OLDER AMERICANS ACT OF 1965, AS AMENDED
SUBJECT : New Revised AoA Supplemental Form
to the SF-269 Report for Formula Grants Under Title III of the
Older Americans Act.
LEGAL AND RELATED
REFERENCES : Older Americans Act of 1965, As
Amended
The purpose of this Program Instruction is to inform the States
of the new, revised AoA Supplemental Form to the SF-269 and to
transmit a copy with instructions for completion.
On August 24, 2001, OMB approved the revision to the AoA Supplemental
Form to the SF-269 which was published for comments in the June
13, 2001 issue of the Federal Register. A copy of this supplemental
form with instructions on completing both the SF-269 and the supplemental
form is attached. This revised supplemental form replaces the
AoA supplemental form currently in use and must now be used in
reporting all open Title III grant years. States should duplicate
the supplemental form for future use. The SF-269 can be found
at http://www.whitehouse.gov/omb/grants
The effective date for using the revised supplemental form is
the first financial reporting period for FY 2002 (October 1, 2001
to March 31, 2002). There is no change to the frequency of reporting
or the due dates for receipt in the Regional Offices. Reporting
for the first six months of a fiscal year (October 1- March 31)
is due in the Regional Office by April 30. Reporting for the second
six months of a fiscal year (April 1 - September 30) is due in
the Regional Office by October 30. All open grant years will be
reported on this schedule until all obligations are liquidated
within the allowable two year period following the year of the
awarding of the grant. Grants awarded with realloted funds have
an additional year for obligation liquidation.
This supercedes AoA-PI-95-01 and all previous instructions regarding
the use of AoA Supplemental Forms to the SF-269.
EFFECTIVE DATE : October 1, 2001
ATTACHMENTS : AoA Supplemental Form to the SF-269
and Instructions
INQUIRIES : Inquiries should be addressed to
the Regional Administrators for Aging, DHHS Regional Offices.
Josefina G. Carbonell
Assistant Secretary for Aging
THE ADMINISTRATION ON AGING (AOA)
ADDITIONAL INSTRUCTIONS FOR COMPLETING THE FINANCIAL STATUS REPORT
AND
THE SUPPLEMENTAL FORM TO THE SF-269
General Instructions:
(1) All amounts reported should be rounded off to the nearest
dollar; no cents should be reported.
(2) Leave blank items 10.c and 10. g since the Deductive and
the Matching or Cost Sharing alternatives are not allowed.
(3) The amount reported in item 10.e should represent non-State,
subrecipient contributions (i.e. those non-Federal resources contributed
by AAA's, nutrition and service providers, etc.).
(4) The amount reported in item 10.h should represent those outlays
made from State resources.
(5) Item 10.k should include the total Federal and State share
of unliquidated obligations. These would include State funds awarded
to AAA's etc. which have not been earned/expended.
(6) Item 10.l, the State's share from 10.k above.
(7) Please note that program income used in accordance with the
Additional alternative (item 10.r) is a CUMULATIVE AMOUNT and
should not be included in the total outlays on line 10.a.
Since the current form does not have multiple columns for reporting
more than one program function, State Agencies are required to
break down the following items on the Supplemental Form to the
SF 269.
ITEM 10i Total recipient share of outlays.
Section 304 and 308 of the Older Americans Act and Section 1321.47
of the Title III regulations require a non-Federal share/match
of 25 percent for State and Area Plan administration (and 15 percent
for all services, except Title III-E which requires a 25 percent
non-Federal share/match for services).
Breakdown Item 10i, Column III, to identify the total Non-Federal
amount expended for State and Area Plan Administration.
ITEM 10 j Federal share of net outlays.
Section 304 and 308 of the Older Americans Act and Section 1321.47
of the Title III regulations require a non-Federal share/match
of 25 percent for State and Area Plan administration (and 15 percent
for all services, except Title III-E which requires a 25 percent
non-Federal share/match).
Breakdown Item 10j, Column III, to identify the total Federal
amount expended for State and Area Plan Administration.
ITEM 10.o Total Federal funds authorized for this funding period.
The breakdown of Item 10o should be the State's allocation of
Federal funds for the following program functions in the indicated
sections of the supplemental form:
State Administration/Administrative Activities.
Sections 308(a)(1) and (b)(2) provide the authority for States
to expend the greater of 5% of their total allotment or $500,000
for this function. Provide the total amount of Title III funds
used for State Administration on line 1. This total must be broken
down further to identify the amount of funds utilized from each
program allotment.
Part B, Supportive Services.
Sections 308(b)(5) provide the authority for States to transfer
between Parts B and C. Provide the amount utilized by the State
after transfers for this allotment on line 2.
Long-Term Care Ombudsman.
Sections 304(d)(1)(B) and 307(a)(9) provide the authority to
utilize Part B funds for Long-Term Care Ombudsman services. Provide
the amount of Title III-B funds utilized by the State Agency in
support of the Statewide Long-Term Care Ombudsman program. This
amount should be excluded from the Part B amount in item 2 above.
Part C1, Congregate Meals.
Sections 308(b)(4) and (5) provide the authority for States to
transfer between Subparts C1 and C2. Provide the amount utilized
by the State after transfers for this allotment on line 4.
Part C2, Home Delivered Meals.
Sections 308(b)(4) and (5) provide the authority for States to
transfer between Subparts C1 and C2. Provide the amount utilized
by the State after transfers for this allotment on line 5.
Part D, Disease Prevention and Health Promotion Services.
Section 303(d) authorizes funds for grants under Part D. Provide
the amount of Title III funds utilized for preventive health services
on line 6.
Part E, National Family Caregiver Support Program
Sections 303(e)(1) and (2) authorizes funds for grants under
Part E. Provide the amount of Title III funds utilized for caregiver
services on line 7.
Area Plan Administration.
Sections 304(d)(1)(A) and 308(a)(3) provide the authority for
States to utilize a maximum of 10% of their total allotment (after
application of State Plan Administration) for Area Plan Administration.
This total must be broken down further to identify the amount
of funds utilized from each program allotment.
ITEM 10 p Unobligated funds.
Breakdown the total unobligated Federal funds by Part/Subpart.
ITEM 10 R Disbursed program income using the additional alternative.
Breakdown
the cumulative amount of program income disbursed by Part/Subpart.
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