State Plans on Aging
- State Plan Guidance Letter
- Training #1 - State Plan Guidance Overview (09/27/2021): Slides, Video
- Training #2 – OAA Funding Formula Training (10/20/2021): Slides, Video
- Training #3 – Measuring Progress Towards Achieving Your State Plan Goals/Objectives (12/13/2021): Slides, Video, Transcript.
- State Plan Guidance Equity Complement - NEW
Frequently Asked Questions
FAQ on Use of Older Americans Act Funding for Incentives - 20 July 2021
The Aging Network: Program Instructions
A PI provides instructions to states on required activities such as state plans, reports, etc. This form of guidance may include due dates and specific formats for submitting information.
- Program Instruction Template
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ACL seeks public input on the template to be used for the development of the PI entitled Guidance for the Development and Submission of State Plans on Aging, State Plan Amendments and the Intrastate Funding Formula.
To be eligible to receive a formula grant under Section 307 (a) of the Older Americans Act (OAA) of 1965, as amended, each State Unit on Aging (SUA) is required to develop a State Plan on Aging that conforms to requirements and priorities outlined by the Assistant Secretary for Aging. States receive guidance on the development of their State Plans on Aging via an annual Program Instruction (PI) entitled Guidance for the Development and Submission of State Plans on Aging, State Plan Amendments and the Intrastate Funding Formula.
ACL is currently seeking public comment, through a notice in the Federal Register, on a template that will be used by ACL Central Office and Regional Office staff to develop the Program Instruction. When completed annually by ACL/AoA staff, the template presented here for comment (PDF, 142KB) will yield a Program Instruction containing the necessary information states need to develop and submit their state plans on aging.
Table of Contents
Note: This menu contains most recent Program Instructions issued by the Administration on Aging to State and Area Agencies on Aging. See also AoA Information Memoranda. Not all PIs or attachments are available electronically. The links below download PDF files or Word documents.
PI-18-01
AoA Supplemental Form to the SF-425 Report for Grants under Title III of the Older Americans Act
PI-14-06
Reallotment Procedure OAA Title III and Title VII Mandatory Grant Funds
PI-14-05
Guidance on the Development and Submission of MIPPA State Plans
PI-14-04
Certification on Maintenance of Effort for the Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2013
PI-14-03
Procedures for Reporting the Transfer of Federal Fiscal Year (FY) 2014 Title III Mandatory Grant Funds
PI-14-02
Financial Reporting for Awards under title III and Title VII of the Older Americans Act
PI-14-01
Guidance on the Development and Submission of State Plans, Amendments and Intrastate Funding Formulas
PI-12-03
Guidance on the Development and Submission of State Plans, Amendments and Intrastate Funding Formulas
PI-11-06
Guidance on the Development and Submission of State Plans, Amendments and Intrastate Funding Formulas
PI-11-02
Use of the SF-425 Federal Financial Report for Formula Grants under Title VI
PI-11-01
AoA Supplemental Form to the SF-425 Report for Formula Grants Under Title III of the Older Americans Act
PI-10-05
Guidance on the Development and Submission of FY-2012 State Plans, Amendments and Intrastate Funding Formulas
PI-10-04
Reallotment Procedure for the Federal Fiscal Year 2010 OAA Title III and Title VII Mandatory Grant Funds
PI-10-03
Procedures for Reporting the Transfer of Federal Fiscal Year (FY) 2010 Title III Mandatory Grant Funds
PI-10-02
Certification on Maintenance of Effort for the Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2009
PI-10-01
Guidence on the Development and Submission of the 2011 State Plan, Amendents and Intrastate Funding Formula
PI-09-04
Reallotment Procedure for the Federal Fiscal Year 2009 OAA Title III and Title VII Mandatory Grant Funds
PI-09-03
Procedures for Reporting the Transfer of Federal Fiscal Year (FY) 2009 Title III Mandatory Grant Funds
PI-09-02
Certification on Maintenance of Effort for the Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2008
PI-09-01
Guidance on the Development and Submission of State Plans, Amendments and Intrastate Funding Formulas
PI-08-06
Reporting on the Status of Funds Received under Title VII of the Older Americans Act
PI-08???05
AoA Supplemental Form to the SF-269 Report for Formula Grants Under Title III of the Older Americans Act
PI-08-04
Reallotment Procedure for the Federal Fiscal Year 2008 OAA Title III and Title VII Mandatory Grant Funds
PI-08-03
Procedures for Reporting the Transfer of Federal Fiscal Year (FY) 2008 Title III Mandatory Grant Funds
PI-08-02
Certification on Maintenance of Effort for the Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2007
PI-08-01
Guidance on the Development and Submission of State Plans, Amendments and Intrastate Funding Formulas. Attachments:
- Intrastate (IFF) Funding Formula Requirements
- State and Area Plan Guidance Chart
- Older Americans Act (OAA) Requirements Related To State/Area Plans
PI-07-04
Reallotment Procedure for the Federal Fiscal Year 2007 OAA Title III and Title VII Mandatory Grant Funds
PI-07-03
Procedures for Reporting the Transfer of Federal Fiscal Year (FY) 2007 Title III Mandatory Grant Funds
PI-07-02
Certification on Maintenance of Effort for the Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2006
PI-07-01
Guidance on the Development and Submission of State Plans, Amendments and Intrastate Funding Formulas
PI-06-05
State Long-Term Care Ombudsman Reports for Federal Fiscal Years 2006-2009
PI-06-04
Reallotment Procedure for the Federal Fiscal Year 2006 OAATitle III and Title VII Formula Grant Funds
PI-06-03
Procedures for Reporting the Transfer of Title III Formula Grant Funds
PI-06-02
Certification on Maintenance of Effort for the Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2005
PI-06-01
Guidance on the Development and Submission of State Plans and Intrastate Funding Formulas
Attachments:
- Listing of State Plan Assurances
- State Plan Provisions
- Strategic Action Plan
- Choices for Independence
PI-05-04
Procedures for Reporting the Transfer of Title III Formula Grant Funds
PI-05-03
Reallotment Procedure for 2005 OAA TITLE III and Title VII Formula Grant Funds
PI-05-02
Guidance on the Development and Submission of State Plans and Intrastate Funding Formulas
PI-05-01
Certification on Maintenance of Effort for Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2004
PI-04-04
Procedures for Reporting the Transfer of Title III Formula Grant Funds
PI-04-03
Reallotment Procedure for 2004 OAA TITLE III and Title VII Formula Grant Funds
PI-04-02
Guidance on the Development and Submission of State Plans and Intrastate Funding Formulas
PI-04-01
Certification on Maintenance of Effort for Title III and Certification of Long-Term Care Ombudsman Program Expenditures - Fiscal Year 2003
PI-03-07
Procedures for Reporting the Transfer of Title III Formula Grant Funds
PI-03-06
Reallotment Procedure for 2003 OAA TITLE III and Title VII Formula Grant Funds
PI-03-05
Certification of Long-Term Care Ombudsman Program Expenditures: Titles III and VII Minimum Funding and Non-Supplantation Requirements-Fiscal Year 2002
PI-03-04
Certification on Maintenance of Effort for Title III - Fiscal Year 2002
PI-03-03
Guidance on the Development and Submission of State Plans and Intrastate Funding Formulas
Attachments:
PI-03-01
Certification on Maintenance of Effort for Title III - Fiscal Year 2001
Attachment: Certification of Maintenance of Effort Form
PI-02-04
Procedures for Reporting the Transfer of Title III Formula Grant Funds
PI-02-03
Reallotment Procedure for 2002 OAA TITLE III and Title VII Formula Grant Funds
PI-02-02
Guidance on the Development and Submission of State Plans and Intrastate Funding Formulas
Attachments:
PI-02-01
New Revised AoA Supplemental Form to the SF-269 Report for Formula Grants Under Title III of the Older Americans Act. [PDF version - includes form]
PI-01-07
Procedures for Reporting the Transfer of Title III Formula Grant Funds
PI-01-06
Reallotment Procedure for 2001 OAA TITLE III and Title VII Formula Grant Fund
PI-01-05
Guidance on the Development and Submission of State Plans and Intrastate Funding Formulas
PI-01-04
Certification on Maintenance of Effort for Title III - Fiscal Year 2000
PI-01-03
Appropriations for Activities Related to Medication Management, Screening and Education
PI-01-02
State Guidance to Implement Title III, Part E - National Family Caregiver Support Program
PI-01-01
State Plan Amendment Procedures for the Older Americans Act, as Amended in 2000
PI-00-05
Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds
PI-00-04
Reallotment Procedure for FY 2000 TITLE III Formula Grant Funds
PI-00-03
Developing Performance Outcome Measurement Systems in State and Community Programs on Aging
PI-00-02
Funding to Prevent and Combat Health Care Waste, Fraud, and Abuse. Competition for up to Four Cooperative Agreement Awards is Limited to State Agencies on Aging (Deadline: May 19, 2000)
Certification on Maintenance of Effort for Fiscal Year 1999
Reallotment Procedure for 1999 Title III Formula Grant Funds
Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds
Certification on Maintenance of Effort for Fiscal Year 1998
Instructions for State Long-Term Care Ombudsman Report to the Administration on Aging - FY 1998 - 2000 and Categorization of Abuse Complaints
Certification of Maintenance of Effort for Fiscal Year 1997
Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds
Reallotment Procedure for 1998 TITLE III Formula Grant Funds
Interest-Bearing Bank Accounts
Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds
Reallotment Procedure for 1997 Title III Formula Grant Funds
Certification on Maintenance of Effort for Fiscal Year 1996
Cooperative Agreements with State Agencies on Aging to Support Outreach and Education, Training, Technical Assistance, and Capacity Building to Prevent and Combat Health Care Fraud, Waste, and Abuse