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Administration on Aging Program Instructions

State Plans on Aging

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

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:

  1. Intrastate (IFF) Funding Formula Requirements
  2. State and Area Plan Guidance Chart
  3. 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:

  1. Listing of State Plan Assurances
  2. State Plan Provisions
  3. Strategic Action Plan
  4. 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)

PI-00-01

Certification on Maintenance of Effort for Fiscal Year 1999

PI-99-03

Reallotment Procedure for 1999 Title III Formula Grant Funds

PI-99-02

Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds

PI-99-01

Certification on Maintenance of Effort for Fiscal Year 1998

PI-98-06

Grant Awards to State Agencies on Aging for the Support of Model State Projects to Develop Medicare Information and Referral Protocols and Reports

PI-98-05

Instructions for State Long-Term Care Ombudsman Report to the Administration on Aging - FY 1998 - 2000 and Categorization of Abuse Complaints

PI-98-04

Certification of Maintenance of Effort for Fiscal Year 1997

PI-98-03

Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds

PI-98-02

Reallotment Procedure for 1998 TITLE III Formula Grant Funds

PI-98-01

Interest-Bearing Bank Accounts

PI-97-06

Procedures for Issuing Title III Formula Grant Amendments for Transfer of Funds

PI-97-05

Reallotment Procedure for 1997 Title III Formula Grant Funds

PI-97-04

Certification on Maintenance of Effort for Fiscal Year 1996

PI-97-03

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


Last modified on 04/06/2023


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