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The
Aging Network
Program Instructions
AOA-PI-98-03
- August 4, 1998
TO : STATES ADMINISTERING
PLANS UNDER TITLE III OF THE OLDER AMERICANS ACT OF 1965, AS AMENDED
SUBJECT :Procedures for Issuing
Title III Formula Grant Amendments for Transfer of Funds
LEGAL AND RELATED REFERENCES : Older
Americans Act, as Amended - Sections 308(b)(4)(A), 308(b)(4)(B),
308(b)(5)(A), 308(b)(5)(B)(i) and (ii),308(b)(5)(C)
The purpose of this Program Instruction is
to reiterate procedures for transferring of funds within the Title
III allotments and the Administration on Aging (AoA) issuing of
grant award amendments for the same.
As you know, the Older Americans Act provides authority for states
to make various transfers of funds between allotments for Supportive
Services and Senior Centers (III-B), Congregate Meals (III-C1),
and Home-Delivered Meals (III-C2). There is, however, no authority
for states to transfer funds in or out of the allotments for In-Home
Services for Frail Individuals, and Disease Prevention or the
Ombudsman Program.
States can make transfers, whenever necessary, throughout the
fiscal year between the III-B, III-C1 and III-C2 allotments. In
order to keep the workload of transfers at a minimum, a policy
was established for states to notify AoA only once a year for:
(1) transfers of up to 30 percent between III-C1
and III-C2 as provided in Section 308(b)(4)(A); and (2)
transfers of up to 20 percent between III-B, and III-C, as provided
in Section 308(b)(5)(A).
Although these transfers may be made whenever necessary,
they should be reflected on Item 10.o, column 3 (Total Cumulative
Federal Funds Authorized) of the Financial Status Report (SF-269)
on the semi-annual reports. The cumulative transfer of funds between
allotments, however, will not be reflected on a revised Grant
Award until after the reallotment (if there is one).
Transfers within III-C which exceed 30 percent [Section
308(b)(4)(B) allows up to an additional 10 percent this fiscal
year] of the state's separate allotment for III-C1 or III-C2,
and transfers between III-B and III-C which exceed 20 percent
[Section 308(b)(5)(B)(ii) allows up to an additional eight percent
this fiscal year] of the state's separate allotment for III-B
or III-C, require AoA's prior approval and should be reflected
on the SF-269 after approval. If the state agency is proposing
to transfer funds requiring approval for this fiscal year, a request
must be received on or before September 25, 1998. State agencies
will be notified by letter of AoA's approval or disapproval to
transfer funds. All transfers for this fiscal year must be made
before September 30, 1998. Any transfers reflected on the SF-269
after the close of the fiscal year must be supported by documentation
which indicates that the transfers were approved or made prior
to the close of the fiscal year.
Jeanette C. Takamura
Assistant Secretary for Aging
DUE DATE: September 25, 1998, for submission to the Regional
Administrators on Aging, DHHS regional offices.
INQUIRIES: Inquiries should be addressed to Regional Administrators
on Aging, DHHS regional offices.
| Last Modified: 7/16/2009 8:54:14 AM |
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