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FY 2015 State Plan Guidance

Attachment B

INFORMATION REQUIREMENTS

States must provide all applicable information following each OAA citation listed below. The 

completed attachment must be included with your State Plan submission.

Section 305(a)(2)(E) 

Describe the mechanism(s) for assuring that preference will be given to providing services to 

older individuals with greatest economic need and older individuals with greatest social need, 

(with particular attention to low-income older individuals, including low-income minority older 

individuals, older individuals with limited English proficiency, and older individuals residing in 

rural areas) and include proposed methods of carrying out the preference in the State plan;

Section 306(a)(17)

Describe the mechanism(s) for assuring that each Area Plan will include information detailing 

how the Area Agency will coordinate activities and develop long-range emergency preparedness 

plans with local and State emergency response agencies, relief organizations, local and State 

governments and other institutions that have responsibility for disaster relief service delivery.

Section 307(a)(2)

The plan shall provide that the State agency will:

(C) Specify a minimum proportion of the funds received by each area agency on aging in the 

State to carry out part B that will be expended (in the absence of a waiver under sections 306 

(c) or 316) by such area agency on aging to provide each of the categories of services specified 

in section 306(a)(2) (Note: those categories are access, in-home, and legal assistance). Provide 

specific minimum proportion determined for each category of service.

Section (307(a)(3)

The plan shall:

(B) with respect to services for older individuals residing in rural areas:

(i) provide assurances the State agency will spend for each fiscal year of the plan, not less than 

the amount expended for such services for fiscal year 2000.

(ii) identify, for each fiscal year to which the plan applies, the projected costs of providing such

services (including the cost of providing access to such services).

(iii) describe the methods used to meet the needs for such services in the fiscal year preceding 

the first year to which such plan applies.
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Section 307(a)(10) 

The plan shall provide assurance that the special needs of older individuals residing in rural areas 

are taken into consideration and shall describe how those needs have been met and describe how 

funds have been allocated to meet those needs.

Section 307(a)(14)

(14) The plan shall, with respect to the fiscal year preceding the fiscal year for which such plan 

is prepared—

(A) identify the number of low-income minority older individuals in the State, including the 

number of low income minority older individuals with limited English proficiency; and

(B) describe the methods used to satisfy the service needs of the low-income minority older 

individuals described in subparagraph (A), including the plan to meet the needs of low-income 

minority older individuals with limited English proficiency.

Section 307(a)(21)

The plan shall:

(B) provide an assurance that the State agency will pursue activities to increase access by older 

individuals who are Native Americans to all aging programs and benefits provided by the 

agency, including programs and benefits provided under this title (title III), if applicable, and 

specify the ways in which the State agency intends to implement the activities .

Section 307(a)(29)

The plan shall include information detailing how the State will coordinate activities, and develop 

long-range emergency preparedness plans, with area agencies on aging, local emergency 

response agencies, relief organizations, local governments, State agencies responsible for 

emergency preparedness, and any other institutions that have responsibility for disaster relief 

service delivery.

Section 307(a)(30)

The plan shall include information describing the involvement of the head of the State agency in 

the development, revision, and implementation of emergency preparedness plans, including the 

State Public Health Emergency Preparedness and Response Plan.

Section 705(a)(7) 

In order to be eligible to receive an allotment under this subtitle, a State shall include in the State 

plan submitted under section 307:

(7) a description of the manner in which the State agency will carry out this title in accordance 

with the assurances described in paragraphs (1) through (6). 

(Note: Paragraphs (1) of through (6) of this section are listed below)

In order to be eligible to receive an allotment under this subtitle, a State shall include in the 

State plan submitted under section 307:
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(1) an assurance that the State, in carrying out any chapter of this subtitle for which the State 

receives funding under this subtitle, will establish programs in accordance with the requirements 

of the chapter and this chapter;

(2) an assurance that the State will hold public hearings, and use other means, to obtain the 

views of older individuals, area agencies on aging, recipients of grants under title VI, and other 

interested persons and entities regarding programs carried out under this subtitle;

(3) an assurance that the State, in consultation with area agencies on aging, will identify and 

prioritize statewide activities aimed at ensuring that older individuals have access to, and 

assistance in securing and maintaining, benefits and rights;

(4) an assurance that the State will use funds made available under this subtitle for a chapter in 

addition to, and will not supplant, any funds that are expended under any Federal or State law in 

existence on the day before the date of the enactment of this subtitle, to carry out each of the 

vulnerable elder rights protection activities described in the chapter;

(5) an assurance that the State will place no restrictions, other than the requirements referred to 

in clauses (i) through (iv) of section 712(a)(5)(C), on the eligibility of entities for designation as 

local Ombudsman entities under section 712(a)(5); 

(6) an assurance that, with respect to programs for the prevention of elder abuse, neglect, and 

exploitation under chapter 3--

(A) in carrying out such programs the State agency will conduct a program of services consistent 

with relevant State law and coordinated with existing State adult protective service activities for:

(i) public education to identify and prevent elder abuse;

(ii) receipt of reports of elder abuse;

 (iii) active participation of older individuals participating in programs under this Act through 

outreach, conferences, and referral of such individuals to other social service agencies or 

sources of assistance if appropriate and if the individuals to be referred consent; and

 (iv) referral of complaints to law enforcement or public protective service agencies if 

appropriate;

 (B) the State will not permit involuntary or coerced participation in the program of services 

described in subparagraph (A) by alleged victims, abusers, or their households; and

 (C) all information gathered in the course of receiving reports and making referrals shall 

remain confidential except--

 (i) if all parties to such complaint consent in writing to the release of such information;

 (ii) if the release of such information is to a law enforcement agency, public protective service 

agency, licensing or certification agency, ombudsman program, or protection or advocacy 

system; or

 (iii) upon court order