+----------------+------------+-------------+-------------+-----------+
| ATTACHMENT B   |            |             |             |           |
|                |            |             |             |           |
| FY 2009 STATE  |            |             |             |           |
| PLAN GUIDANCE  |            |             |             |           |
+----------------+------------+-------------+-------------+-----------+
| FY 2009 STATE  |            |             |             |           |
| AND AREA PLAN  |            |             |             |           |
| GUIDANCE CHART |            |             |             |           |
+----------------+------------+-------------+-------------+-----------+
| State Plan SA  |            |             |             |           |
| PP/AP          |            |             |             |           |
+----------------+------------+-------------+-------------+-----------+
| CONTEXT        | GOALS/OBJS | STRATEGIES  | STANDARD    | POLICY &  |
|                |            |             | ASSURANCES  | PROCEDRS, |
| DEMOGRAPHICS   | ASA (AP)   | /RESOURCES  |             | AREA PLN  |
|                |            |             | (SA)        | FORMAT    |
+----------------+------------+-------------+-------------+-----------+
| List of PSA    | AoA        | Consult w/  | Solicit     | List of   |
| and AAA        | Strategic  | AAAs to     | views of    | PSA and   |
| designations   | Plan goals | develop IFF | service     | AAA       |
|                | (AP)       |             | recipients  | des       |
| 305(a)(2)(A)   |            | 305         |             | ignations |
|                |            | (a)(2)(C-D) | 3           | 305       |
| Census Data    |            |             | 05(a)(2)(B) | (a)(2)(A) |
| for IFF        |            | Publish IFF |             |           |
|                |            | for comment |             | Solicit   |
| 305(a)(2)(C)   |            |             |             | views of  |
|                |            | 305(d)      |             | service   |
|                |            |             |             | r         |
|                |            |             |             | ecipients |
|                |            |             |             |           |
|                |            |             |             | 305       |
|                |            |             |             | (a)(2)(B) |
|                |            |             |             |           |
|                |            |             |             | Consult   |
|                |            |             |             | w/ AAAs   |
|                |            |             |             | to        |
|                |            |             |             | develop   |
|                |            |             |             | IFF       |
|                |            |             |             |           |
|                |            |             |             | 305(a     |
|                |            |             |             | )(2)(C-D) |
|                |            |             |             |           |
|                |            |             |             | Publish   |
|                |            |             |             | IFF for   |
|                |            |             |             | comment   |
|                |            |             |             |           |
|                |            |             |             | 305(d)    |
+----------------+------------+-------------+-------------+-----------+
|                | Medicaid   | Targeting,  | Targeting,  | De        |
|                | LTC Reform | Outreach    | Outreach    | signation |
|                | (AP)       | and         | and         | of PSAs   |
|                |            | Advocacy    | Advocacy    | and AAAs  |
|                | Overall    | efforts     | efforts     | 305(b)    |
|                | State LTC  |             |             |           |
|                | Reform     | 305(a)(     | 305(a)(     |           |
|                | 305(a)(3)  | 2)(E-G)(ii) | 2)(E-G)(ii) |           |
+----------------+------------+-------------+-------------+-----------+
|                | MMA (AP)   | MMA (AP)    | AAA ability | AAA       |
|                |            |             | to develop  | ability   |
|                |            |             | and carry   | to        |
|                |            |             | out area    | develop   |
|                |            |             | plan        | and carry |
|                |            |             |             | out area  |
|                |            |             | 305(c)(5)   | plan      |
|                |            |             |             |           |
|                |            |             |             | 305(c)(5) |
+----------------+------------+-------------+-------------+-----------+
|                | Overall    | Overall     |             |           |
|                | Area LTC   | Area LTC    |             |           |
|                | Reform     | Reform      |             |           |
|                | 306(a)(1)  | 306(a)(1)   |             |           |
+----------------+------------+-------------+-------------+-----------+
|                | Use of     | Use of      |             |           |
|                | Volunteers | Volunteers  |             |           |
|                |            |             |             |           |
|                | 306(a      | 306(        |             |           |
|                | )(6)(C)iii | a)(6)(C)iii |             |           |
+----------------+------------+-------------+-------------+-----------+
|                | Mental     | Mental      |             |           |
|                | Health     | Health      |             |           |
|                |            |             |             |           |
|                | 30         | 3           |             |           |
|                | 6(a)(6)(F) | 06(a)(6)(F) |             |           |
+----------------+------------+-------------+-------------+-----------+
|                | Emergency  | Emergency   | Adequate    | Adequate  |
|                | Pr         | P           | funding for | funding   |
|                | eparedness | reparedness | priority    | for       |
|                | Plans      | Plans       | services    | priority  |
|                | 306(a)(17) |             |             | services  |
|                |            | 306(a)(17)  | 306(a)(2)   |           |
|                | 307        |             |             | 306(a)(2) |
|                | (a)(29-30) | 30          |             |           |
|                |            | 7(a)(29-30) |             |           |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | T         |
|                |            |             |             | argeting, |
|                |            |             |             | outreach  |
|                |            |             |             | and       |
|                |            |             |             | coo       |
|                |            |             |             | rdination |
|                |            |             |             | of        |
|                |            |             |             | services  |
|                |            |             |             | 306(      |
|                |            |             |             | a)(4),(5) |
|                |            |             |             | and (11)  |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | C         |
|                |            |             |             | oordinate |
|                |            |             |             | mental    |
|                |            |             |             | health    |
|                |            |             |             | services  |
|                |            |             |             | 306(a)(6) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | Ombudsman |
|                |            |             |             | MOE       |
|                |            |             |             |           |
|                |            |             |             | 306(a)(9) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | C         |
|                |            |             |             | ontrctual |
|                |            |             |             | &         |
|                |            |             |             | C         |
|                |            |             |             | ommercial |
|                |            |             |             | Rela      |
|                |            |             |             | tionships |
|                |            |             |             |           |
|                |            |             |             | 306(a)    |
|                |            |             |             | (13)-(15) |
+----------------+------------+-------------+-------------+-----------+
| Planning for   | Planning   | Planning    |             | Planning  |
| Baby Boomers   | for Baby   | for Baby    |             | for Baby  |
| 306(b) - OPT   | Boomers    | Boomers     |             | Boomers   |
|                | 306(b) -   |             |             | 306(b) -  |
|                | OPT        | 306(b) -    |             | OPT       |
|                |            | OPT         |             |           |
+----------------+------------+-------------+-------------+-----------+
|                | Tran       | Tra         |             |           |
|                | sportation | nsportation |             |           |
|                | Co         | C           |             |           |
|                | ordination | oordination |             |           |
|                |            |             |             |           |
|                | 306(d)     | 306(d)      |             |           |
+----------------+------------+-------------+-------------+-----------+
|                | State plan |             |             | State     |
|                | based on   |             |             | develop   |
|                | area plans |             |             | format &  |
|                |            |             |             | require   |
|                | 307(a)(1)  |             |             | area      |
|                |            |             |             | plans     |
|                |            |             |             |           |
|                |            |             |             | 307(a)(1) |
+----------------+------------+-------------+-------------+-----------+
| State conduct  |            | Specify     |             | State     |
| of             |            | Minimum for |             | conduct   |
| n              |            | priority    |             | of needs  |
| eeds/resources |            | services    |             | and       |
| analysis       |            |             |             | resource  |
|                |            | 3           |             | analysis  |
| 307(a)(2)(A-B) |            | 07(a)(2)(C) |             |           |
|                |            |             |             | 307(a     |
|                |            |             |             | )(2)(A-B) |
+----------------+------------+-------------+-------------+-----------+
|                |            | Include IFF |             |           |
|                |            | and         |             |           |
|                |            | allocation  |             |           |
|                |            | of funds    |             |           |
|                |            |             |             |           |
|                |            | 3           |             |           |
|                |            | 07(a)(3)(A) |             |           |
+----------------+------------+-------------+-------------+-----------+
|                |            | MOE, Costs  | MOE for     | MOE for   |
|                |            | and methods | serving     | serving   |
|                |            | for serving | rural areas | rural     |
|                |            | rural areas |             | areas     |
|                |            |             | 307(        |           |
|                |            | 3           | a)(3)(B)(i) | 307(      |
|                |            | 07(a)(3)(B) |             | a)(3)(B)i |
|                |            |             | 307(a)(10)  |           |
|                |            | 307(a)(10)  |             |           |
+----------------+------------+-------------+-------------+-----------+
| Conduct        |            |             |             | Conduct   |
| periodic       |            |             |             | periodic  |
| evaluations    |            |             |             | ev        |
| and public     |            |             |             | aluations |
| hearings       |            |             |             | and       |
|                |            |             |             | public    |
| 307(a)(4)      |            |             |             | hearings  |
|                |            |             |             |           |
|                |            |             |             | 307(a)(4) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | Appeals,  |
|                |            |             |             | grievance |
|                |            |             |             | pr        |
|                |            |             |             | ocedures, |
|                |            |             |             |           |
|                |            |             |             | waivers   |
|                |            |             |             |           |
|                |            |             |             | 307(a)(5) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | Required  |
|                |            |             |             | reports   |
|                |            |             |             |           |
|                |            |             |             | 307(a)(6) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Fiscal      | Fiscal    |
|                |            |             | Control,    | Control,  |
|                |            |             | Conflict of | Conflict  |
|                |            |             | Interest    | of        |
|                |            |             |             | Interest  |
|                |            |             | 307(a)(7)   |           |
|                |            |             |             | 307(a)(7) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | Provision |
|                |            |             |             | of direct |
|                |            |             |             | services  |
|                |            |             |             |           |
|                |            |             |             | 307(a)(8) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Ombudsman   | Ombudsman |
|                |            |             | MOE and     | MOE and   |
|                |            |             | imp         | i         |
|                |            |             | lementation | mplementn |
|                |            |             |             |           |
|                |            |             | 307(a)(9)   | 307(a)(9) |
+----------------+------------+-------------+-------------+-----------+
|                |            | Targeting   | Targeting   | Targeting |
|                |            | rural       | rural       | rural     |
|                |            | areas/funds | areas/funds | ar        |
|                |            | allocation  | allocation  | eas/funds |
|                |            |             |             | a         |
|                |            | 307(a)(10)  | 307(a)(10)  | llocation |
|                |            |             |             |           |
|                |            |             |             | 3         |
|                |            |             |             | 07(a)(10) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Legal       | Legal     |
|                |            |             | Services    | Services  |
|                |            |             |             |           |
|                |            |             | 307(a)(11)  | 3         |
|                |            |             |             | 07(a)(11) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Elder Abuse | Elder     |
|                |            |             |             | Abuse     |
|                |            |             | 307(a)(12)  |           |
|                |            |             |             | 3         |
|                |            |             |             | 07(a)(12) |
+----------------+------------+-------------+-------------+-----------+
|                |            | Low-Income  | Legal       | Legal     |
|                |            | Minority    | Services    | Services  |
|                |            | and LES     | Developer   | Developer |
|                |            |             |             |           |
|                |            | 307(a)(14)  | 307(a)(13)  | 3         |
|                |            |             |             | 07(a)(13) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | AAA         | AAA       |
|                |            |             | outreach    | outreach  |
|                |            |             | for         | for       |
|                |            |             | targeted    | targeted  |
|                |            |             | populations | po        |
|                |            |             |             | pulations |
|                |            |             | 30          |           |
|                |            |             | 7(a)(15-16) | 307(      |
|                |            |             |             | a)(15-16) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Service     | Service   |
|                |            |             | c           | coo       |
|                |            |             | oordination | rdination |
|                |            |             | for         | for       |
|                |            |             | d           | dis       |
|                |            |             | isabilities | abilities |
|                |            |             |             |           |
|                |            |             | 307(a)(17)  | 3         |
|                |            |             |             | 07(a)(17) |
+----------------+------------+-------------+-------------+-----------+
|                | AAAs       | AAAs        | AAAs        | AAAs      |
|                | service    | service     | service     | service   |
|                | co         | c           | c           | coo       |
|                | ordination | oordination | oordination | rdination |
|                | to at risk | to at risk  | to at risk  | to at     |
|                | for inst.  | for inst.   | for inst.   | risk for  |
|                |            |             |             | inst.     |
|                | 307(a)(18) | 307(a)(18)  | 307(a)(18)  |           |
|                |            |             |             | 3         |
|                |            |             |             | 07(a)(18) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | TA to       | TA to     |
|                |            |             | minority    | minority  |
|                |            |             | service     | service   |
|                |            |             | providers   | providers |
|                |            |             |             |           |
|                |            |             | 307(a)(20)  | 3         |
|                |            |             |             | 07(a)(20) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Title VI    | Title VI  |
|                |            |             | co          | coor      |
|                |            |             | ordination, | dination, |
|                |            |             | increase    | increase  |
|                |            |             | access      | access    |
|                |            |             |             |           |
|                |            |             | 307(a)(21)  | 3         |
|                |            |             |             | 07(a)(21) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | Case      |
|                |            |             |             | m         |
|                |            |             |             | anagement |
|                |            |             |             | req       |
|                |            |             |             | uirements |
|                |            |             |             |           |
|                |            |             |             | 3         |
|                |            |             |             | 07(a)(22) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | C           | Coo       |
|                |            |             | oordination | rdination |
|                |            |             | of          | of        |
|                |            |             | services,   | services, |
|                |            |             | multi       | multi     |
|                |            |             | g           | gen       |
|                |            |             | enerational | erational |
|                |            |             |             |           |
|                |            |             | 307(a)(23)  | 3         |
|                |            |             |             | 07(a)(23) |
+----------------+------------+-------------+-------------+-----------+
|                | Coordinate | Coordinate  | Coordinate  | C         |
|                | tran       | tra         | tra         | oordinate |
|                | sportation | nsportation | nsportation | trans     |
|                | for access | for access  | for access  | portation |
|                | to         | to services | to services | for       |
|                | services   |             |             | access to |
|                |            | 307(a)(24)  | 307(a)(24)  | services  |
|                | 307(a)(24) |             |             |           |
|                |            |             |             | 3         |
|                |            |             |             | 07(a)(24) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             |             | In-Home   |
|                |            |             |             | services  |
|                |            |             |             | quality   |
|                |            |             |             |           |
|                |            |             |             | 3         |
|                |            |             |             | 07(a)(25) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Contract    | Contract  |
|                |            |             | and         | and       |
|                |            |             | commercial  | c         |
|                |            |             | re          | ommercial |
|                |            |             | lationships | rela      |
|                |            |             |             | tionships |
|                |            |             | 307(a)(26)  | 3         |
|                |            |             |             | 07(a)(26) |
+----------------+------------+-------------+-------------+-----------+
|                |            | AAAs        | AAAs        | AAAs      |
|                |            | providing   | providing   | providing |
|                |            | self        | self        | self      |
|                |            | directed    | directed    | directed  |
|                |            | care        | care        | care      |
|                |            |             |             |           |
|                |            | 307(a)(27)  | 307(a)(27)  | 3         |
|                |            |             |             | 07(a)(27) |
+----------------+------------+-------------+-------------+-----------+
| Planning for   | Planning   | Planning    | Staffing    | Staffing  |
| Baby Boomers   | for Baby   | for Baby    | su          | supp      |
| 307(a)(28) -   | Boomers    | Boomers     | pplantation | lantation |
| OPT            | 30         | 3           |             |           |
|                | 7(a)(28) - | 07(a)(28) - | 3           | 308       |
|                | OPT        | OPT         | 08(b)(3)(E) | (b)(3)(E) |
+----------------+------------+-------------+-------------+-----------+
|                |            |             | Ombudsman   | Ombudsman |
|                |            |             | r           | req       |
|                |            |             | equirements | uirements |
|                |            |             |             |           |
|                |            |             | 705(1)-(6)  | 7         |
|                |            |             |             | 05(1)-(6) |
+----------------+------------+-------------+-------------+-----------+