II 

118TH CONGRESS 

2D SESSION S. 3827 

To amend the Older Americans Act of 1965 to require the Assistant Secretary 

for Aging to award grants to States, Indian tribes, and tribal organizations to create or implement Multisector Plans for Aging and Aging 

with a Disability, and for other purposes. 

IN THE SENATE OF THE UNITED STATES 

FEBRUARY 28, 2024 

Mrs. GILLIBRAND (for herself and Mr. CASEY) introduced the following bill; 

which was read twice and referred to the Committee on Health, Education, Labor, and Pensions 

A BILL 

To amend the Older Americans Act of 1965 to require the 

Assistant Secretary for Aging to award grants to States, 

Indian tribes, and tribal organizations to create or implement Multisector Plans for Aging and Aging with a 

Disability, and for other purposes. 

1 Be it enacted by the Senate and House of Representa2 tives of the United States of America in Congress assembled, 

3 SECTION 1. SHORT TITLE. 

4 This Act may be cited as the ‘‘Strategic Plan for 

5 Aging Act’’. 


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1 SEC. 2. SUPPORTING MULTISECTOR PLANS FOR AGING 

2 AND AGING WITH A DISABILITY. 

3 (a) IN GENERAL.—Part A of IV of the Older Ameri4 cans Act of 1965 (42 U.S.C. 3032 et seq.) is amended 

5 by adding at the end the following: 

6 ‘‘SEC. 423. SUPPORTING MULTISECTOR PLANS FOR AGING 

7 AND AGING WITH A DISABILITY. 

8 ‘‘(a) DEFINITIONS.—In this section: 

9 ‘‘(1) AGING AND DISABILITY STAKEHOLDERS.— 

10 ‘‘(A) IN GENERAL.—The term ‘aging and 

11 disability stakeholders’ means a group of indi12 viduals with experience or expertise in aging or 

13 disability issues, which shall consist of— 

14 ‘‘(i) representatives from area agen15 cies on aging; 

16 ‘‘(ii) covered individuals; and 

17 ‘‘(iii) representatives from not less 

18 than 3 of the groups described in subpara19 graph (B). 

20 ‘‘(B) ADDITIONAL GROUPS.—The groups 

21 described in this subparagraph are the fol22 lowing: 

23 ‘‘(i) Advocates for covered individuals. 

24 ‘‘(ii) Academics with expertise in 

25 aging or disability issues. 


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1 ‘‘(iii) Philanthropic organizations with 

2 experience in supporting aging or disability 

3 initiatives. 

4 ‘‘(iv) Individuals and community part5 ners serving older individuals, including in6 dividuals employed by area agencies on 

7 aging or by multipurpose senior centers. 

8 ‘‘(v) Providers of aging or disability 

9 services. 

10 ‘‘(vi) Any other group of individuals 

11 serving or representing covered individuals, 

12 as determined appropriate by the Assistant 

13 Secretary. 

14 ‘‘(2) COVERED INDIVIDUALS.—The term ‘cov15 ered individuals’ means— 

16 ‘‘(A) older individuals, including older indi17 viduals with disabilities; 

18 ‘‘(B) individuals who are family members 

19 of older individuals, including family members 

20 of older individuals with disabilities; 

21 ‘‘(C) paid caregivers, and unpaid care22 givers, of older individuals, including any such 

23 caregivers of older individuals with disabilities; 

24 and 

25 ‘‘(D) older relative caregivers. 


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1 ‘‘(3) ELIGIBLE ENTITY.—The term ‘eligible en2 tity’ means a State, Indian tribe, or tribal organiza3 tion. 

4 ‘‘(4) MULTISECTOR PLAN FOR AGING AND

5 AGING WITH A DISABILITY; MASTER PLAN FOR

6 AGING; PLAN.—The terms ‘Multisector Plan for 

7 Aging and Aging with a Disability’, ‘Master Plan for 

8 Aging’, and ‘Plan’ mean a multi-year planning proc9 ess, administered by an eligible entity, that convenes 

10 cross-sector stakeholders, including aging and dis11 ability stakeholders, to collaboratively address the di12 verse needs of covered individuals. 

13 ‘‘(5) OLDER INDIVIDUAL WITH A DISABILITY.— 

14 The term ‘older individual with a disability’ means 

15 an individual who— 

16 ‘‘(A) is an older individual; and 

17 ‘‘(B) is an individual with a disability, as 

18 defined in section 3 of the Americans with Dis19 abilities Act of 1990 (42 U.S.C. 12102). 

20 ‘‘(6) OLDER RELATIVE CAREGIVER.—The term 

21 ‘older relative caregiver’ has the meaning given such 

22 term in section 372. 

23 ‘‘(7) QUALIFIED LEADER.—The term ‘qualified 

24 leader’, with respect to an eligible entity, means— 


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1 ‘‘(A) the head of the eligible entity, or the 

2 head of an agency or department of the eligible 

3 entity; 

4 ‘‘(B) a legislative committee of the eligible 

5 entity; or 

6 ‘‘(C) another leader of the eligible entity, 

7 as determined appropriate by the Assistant Sec8 retary. 

9 ‘‘(8) TARGETED SUBGROUP.—The term ‘tar10 geted subgroup’ means a subgroup of older individ11 uals (including older individuals with disabilities) 

12 who are older individuals with greatest social need, 

13 or greatest economic need, as a result of geographic 

14 location, disability status, sexual orientation, gender 

15 identity, sex characteristics, socioeconomic status, 

16 language, immigration status, or other factors deter17 mined appropriate by the Assistant Secretary. 

18 ‘‘(b) PURPOSE.—The purpose of this section is to 

19 provide eligible entities with resources to create, coordi20 nate, implement, and evaluate cross-sector plans to im21 prove the health, well-being, and quality of life of covered 

22 individuals, including targeted subgroups. 

23 ‘‘(c) GRANTS.— 

24 ‘‘(1) IN GENERAL.—The Assistant Secretary 

25 shall award grants on a competitive basis in accordVerDate Sep 11 2014 04:22 Feb 29, 2024 Jkt 049200 PO 00000 Frm 00005 Fmt 6652 Sfmt 6201 E:\BILLS\S3827.IS S3827

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1 ance with this section to eligible entities to each cre2 ate or implement a Multisector Plan for Aging and 

3 Aging with a Disability (also known as a ‘Master 

4 Plan for Aging’) that meets the requirements under 

5 paragraph (2). Such grants may be used in the cre6 ation or implementation stage of such a Plan. 

7 ‘‘(2) PLANS.—A Plan created or implemented 

8 by an eligible entity through a grant under this sec9 tion shall— 

10 ‘‘(A) have a creation or implementation 

11 process that is informed or led by a working 

12 group of aging and disability stakeholders that 

13 reflects the diversity and demographics of the 

14 population in the jurisdiction of the eligible en15 tity; 

16 ‘‘(B) serve as a strategic planning resource 

17 that helps the eligible entity work across agen18 cies or departments of the eligible entity (in19 cluding political subdivisions of the eligible enti20 ty), and through collaborations with other eligi21 ble entities receiving such a grant to serve an 

22 area in the jurisdiction of the first eligible enti23 ty, to transform the infrastructure and coordi24 nation of key services, supports, and initiatives 

25 described in paragraph (3) for covered individVerDate Sep 11 2014 04:22 Feb 29, 2024 Jkt 049200 PO 00000 Frm 00006 Fmt 6652 Sfmt 6201 E:\BILLS\S3827.IS S3827

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1 uals, through public or private programs oper2 ating in the jurisdiction of the eligible entity; 

3 ‘‘(C) enable a qualified leader of the eligi4 ble entity to communicate a clear vision, and 

5 priorities, for a period of not less than 10 years 

6 for the eligible entity with respect to the trans7 formation described in subparagraph (B); 

8 ‘‘(D) guide policy of the eligible entity (in9 cluding a political subdivision of the eligible en10 tity), including through public or private pro11 grams, and through funding priorities, to assist 

12 people in the jurisdiction of the eligible entity in 

13 aging with dignity and autonomy; 

14 ‘‘(E) include at least one goal for each of 

15 the key aging issues described in paragraph (4) 

16 and develop initiatives to carry out each such 

17 goal; 

18 ‘‘(F) be more comprehensive than the area 

19 plans approved under section 306 by the State 

20 agency prior to the date of the creation of the 

21 Plan; 

22 ‘‘(G) be more comprehensive than the 

23 State plans approved under section 307 by the 

24 Assistant Secretary prior to the date of the cre25 ation of the Plan; and 


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1 ‘‘(H) be created through a planning proc2 ess that builds on the planning processes for 

3 the area plans described in subparagraph (F) 

4 and the State plans described in subparagraph 

5 (G). 

6 ‘‘(3) KEY SERVICES, SUPPORTS, AND INITIA7 TIVES.—The key services, supports, and initiatives 

8 described in this paragraph may include— 

9 ‘‘(A) disease prevention and health pro10 motion services, long-term care services and 

11 supports, human services, and any other public 

12 health or health care, services, supports, or ini13 tiatives; 

14 ‘‘(B) services, supports, and initiatives 

15 with respect to— 

16 ‘‘(i) retirement; 

17 ‘‘(ii) nutrition and food security; 

18 ‘‘(iii) economic security, including 

19 benefits access and job training and place20 ment; 

21 ‘‘(iv) elder rights protection and au22 tonomy; 

23 ‘‘(v) housing; 

24 ‘‘(vi) education; 

25 ‘‘(vii) transportation; 


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1 ‘‘(viii) social engagement; and 

2 ‘‘(ix) broadband access; 

3 ‘‘(C) services, supports, and initiatives for 

4 assisting covered individuals during a major 

5 disaster or emergency declared by the President 

6 under section 401 or 501 of the Robert T. Staf7 ford Disaster Relief and Emergency Assistance 

8 Act (42 U.S.C. 5170, 5191), or any other nat9 ural disaster declared by the Governor of the 

10 applicable State; and 

11 ‘‘(D) any other services, supports, or ini12 tiatives with respect to covered individuals, as 

13 determined appropriate by the eligible entity. 

14 ‘‘(4) KEY AGING ISSUES.—The key aging issues 

15 described in this paragraph are each of the fol16 lowing: 

17 ‘‘(A) Supporting the ability of older indi18 viduals to be stably and safely housed, which 

19 may include supporting their ability to age well 

20 in the setting of their choice and to access 

21 homelessness prevention services. 

22 ‘‘(B) Expanding access to disease preven23 tion and health promotion services and health 

24 care, including behavioral health care and sub25 stance use disorder services. 


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1 ‘‘(C) Promoting age-friendly communities, 

2 as defined in section 203(c)(9). 

3 ‘‘(D) Addressing the ability of older indi4 viduals to access long-term services and sup5 ports, including access to caregivers and home 

6 and community-based services. 

7 ‘‘(E) Expanding access to services that 

8 promote elder justice and reduce elder abuse, 

9 neglect, and exploitation. 

10 ‘‘(F) Promoting economic security and re11 tirement security and reducing poverty for cov12 ered individuals. 

13 ‘‘(G) Promoting social connection and re14 ducing social isolation and loneliness for cov15 ered individuals. 

16 ‘‘(H) Improving equity for covered individ17 uals. 

18 ‘‘(I) Ensuring public spaces are accessible 

19 to, including safe for, older individuals, includ20 ing older individuals with disabilities. 

21 ‘‘(J) Ensuring access to healthy and af22 fordable foods and reducing food insecurity, 

23 hunger, and malnutrition. 

24 ‘‘(d) ELIGIBILITY.—To be eligible for a grant under 

25 this section, an eligible entity shall submit an application 


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1 to the Assistant Secretary at such time, in such manner, 

2 and containing such information as the Assistant Sec3 retary may require, including— 

4 ‘‘(1) information demonstrating the commit5 ment of the eligible entity to creating or imple6 menting a Plan, as evidenced by— 

7 ‘‘(A) an Executive order issued by the head 

8 of the eligible entity, or legislation enacted in 

9 the jurisdiction of the eligible entity, author10 izing a Plan; 

11 ‘‘(B) a letter from a qualified leader of the 

12 eligible entity demonstrating the commitment of 

13 the eligible entity to working across government 

14 agencies or departments of the eligible entity, 

15 as well as with aging and disability stakeholders 

16 and other stakeholders in the public and private 

17 sectors, to create or implement a Plan; and 

18 ‘‘(C) any other declarations, activities, or 

19 actions as determined appropriate by the As20 sistant Secretary; 

21 ‘‘(2) a description of— 

22 ‘‘(A) the working group described in sub23 section (c)(2)(A) that the eligible entity has 

24 convened or plans to convene; and 


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1 ‘‘(B) any other anticipated activities and 

2 programs (such as public hearings, public com3 ment periods, or listening sessions) to support 

4 creating or implementing a Plan that reflects 

5 demonstrated input from aging and disability 

6 stakeholders, including covered individuals, and 

7 other members of the public, including input 

8 from members of Indian Tribes or tribal organi9 zations; 

10 ‘‘(3) an assessment of the needs of covered indi11 viduals, including targeted subgroups, served by the 

12 eligible entity; 

13 ‘‘(4) a consideration of varying needs of popu14 lations across different types of geographies in the 

15 jurisdiction of the eligible entity, including urban, 

16 rural, and frontier, as applicable; and 

17 ‘‘(5) details on how the Plan will comply with 

18 subparagraphs (F), (G), and (H) of subsection 

19 (c)(2). 

20 ‘‘(e) AWARDS.— 

21 ‘‘(1) IN GENERAL.—The Assistant Secretary 

22 shall award not more than 65 grants under this sec23 tion during the 5-year period beginning on the date 

24 of enactment of this section. 


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1 ‘‘(2) SET ASIDE.—Of the grants awarded under 

2 paragraph (1), the Assistant Secretary shall award 

3 not less than 10 grants to eligible entities that are 

4 Indian Tribes or tribal organizations. 

5 ‘‘(3) PROCESS.—The Assistant Secretary shall 

6 establish a process for— 

7 ‘‘(A) selecting, including for prioritizing, 

8 eligible entities to receive a grant under this 

9 section; and 

10 ‘‘(B) subject to paragraph (4), determining 

11 the amount of each such grant, which shall in12 clude a tiered system depending on the popu13 lation in the jurisdiction of the eligible entity. 

14 ‘‘(4) MAXIMUM AMOUNT.—No grant awarded 

15 under this section to an eligible entity shall exceed 

16 $500,000. 

17 ‘‘(5) TERMS.— 

18 ‘‘(A) IN GENERAL.—An eligible entity re19 ceiving a grant under this section shall— 

20 ‘‘(i) receive a total amount for the 

21 grant as a lump sum; and 

22 ‘‘(ii) subject to subparagraph (B), ob23 ligate and expend such total amount in ac24 cordance with this section not later than 3 

25 years after receiving such lump sum. 


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1 ‘‘(B) EXTENSION OF AVAILABILITY.—An 

2 eligible entity may, pursuant to an agreement 

3 with the Assistant Secretary, obligate and ex4 pend amounts from a grant under this section 

5 in accordance with the requirements of this sec6 tion after the 3-year period described in sub7 paragraph (A)(ii). 

8 ‘‘(f) DEADLINE.—In the case of a grant awarded 

9 under this section to create a Plan, the eligible entity re10 ceiving the grant shall create the Plan and begin imple11 menting the Plan not later than 2 years after receiving 

12 the grant. 

13 ‘‘(g) ASSESSMENT AND EVALUATION PROCESS.— 

14 ‘‘(1) DEVELOPMENTAL ASSESSMENT.—Not 

15 later than 1 year after receiving a grant under this 

16 section, the eligible entity receiving the grant shall 

17 submit to the Assistant Secretary a developmental 

18 assessment. Such assessment may include— 

19 ‘‘(A) 3 or more goals with respect to the 

20 Plan that the eligible entity commits to ad21 dressing in the final Plan described in para22 graph (2)(A); 

23 ‘‘(B) demonstrated use of data metrics to 

24 inform the goals of the Plan, which data 

25 metrics are derived from— 


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1 ‘‘(i) datasets or qualitative data with 

2 respect to the population in the jurisdiction 

3 of the eligible entity; and 

4 ‘‘(ii) nationwide datasets or quali5 tative data, with an awareness that na6 tional datasets may not include data with 

7 respect to Indian tribes and tribal organi8 zations; 

9 ‘‘(C) demonstrated involvement with 3 or 

10 more governmental departments or agencies of 

11 the eligible entity on creation or implementation 

12 of the Plan; 

13 ‘‘(D) demonstrated input from— 

14 ‘‘(i) the working group described in 

15 subsection (c)(2)(A) convened by the eligi16 ble entity; and 

17 ‘‘(ii) any other aging and disability 

18 stakeholders; 

19 ‘‘(E) demonstrated input from other indi20 viduals who will be impacted by the Plan; 

21 ‘‘(F) as applicable, demonstrated incorpo22 ration of aging, disability, and older relative 

23 caregiver plans and initiatives existing on the 

24 day before the receipt of the grant in the juris25 diction of the eligible entity, which may include 


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1 such existing age-friendly plans, Tribal plans 

2 and resolutions, initiatives in area plans sub3 mitted under section 306 and State plans sub4 mitted under section 307, and working groups 

5 or task forces related to aging, disability, or 

6 older relative caregiver initiatives; 

7 ‘‘(G) demonstrated assurances that the eli8 gible entity agrees to make available (directly or 

9 through public or private entities) non-Federal 

10 contributions towards the costs of the Plan; and 

11 ‘‘(H) as applicable, a timeline and working 

12 plan for finalizing the Plan and beginning im13 plementation of the Plan not later than 2 years 

14 after the grant is awarded. 

15 ‘‘(2) IMPLEMENTATION ASSESSMENT.—Not 

16 later than 2 years after receiving a grant under this 

17 section, the eligible entity receiving the grant shall 

18 submit to the Assistant Secretary an implementation 

19 assessment. Such assessment shall include— 

20 ‘‘(A) a final Plan, including 3 or more 

21 goals for the Plan and short- and long-term pri22 orities or initiatives to meet each of those goals; 

23 ‘‘(B) an update regarding all matters in24 cluded in the developmental assessment sub25 mitted under paragraph (1); 


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1 ‘‘(C) for each priority or initiative de2 scribed in subparagraph (A), identified bench3 marks or data metrics that are identified in a 

4 publicly accessible way such as through a data 

5 dashboard or in a report; 

6 ‘‘(D) a plan for accountability that in7 cludes— 

8 ‘‘(i) demonstrated commitment of a 

9 qualified leader of the eligible entity to exe10 cute and oversee such plan for account11 ability, as evidenced by information deter12 mined appropriate by the Assistant Sec13 retary; 

14 ‘‘(ii) one or more departments or 

15 agencies of the eligible entity listed as ac16 countable for each priority or initiative de17 scribed in subparagraph (A); 

18 ‘‘(iii) a plan to continue to engage 

19 aging and disability stakeholders, and 

20 other key players or partners as deter21 mined by the eligible entity, through advi22 sory groups, public hearings held by the 

23 implementation committee as described in 

24 clause (iv)(II)(cc), or other means; 


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1 ‘‘(iv) the establishment of an imple2 mentation committee, which shall— 

3 ‘‘(I) consist of the working group 

4 described in subsection (c)(2)(A) con5 vened by the eligible entity and as ap6 plicable other regional, State, local, or 

7 Tribal participants as determined ap8 propriate by the eligible entity; and 

9 ‘‘(II) be responsible for— 

10 ‘‘(aa) assisting in ensuring 

11 that the goals of the Plan de12 scribed in subparagraph (A) are 

13 implemented; 

14 ‘‘(bb) participating in the 

15 development of the progress re16 port described in subparagraph 

17 (E); and 

18 ‘‘(cc) holding public hear19 ings, with an opportunity for 

20 public comment, for the purposes 

21 described in clause (iii); and 

22 ‘‘(v) a plan for identifying and re23 sponding to any disparities in access to key 

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1 risdiction of the eligible entity as described 

2 in subsection (c)(3); and 

3 ‘‘(E) a progress report schedule that in4 cludes— 

5 ‘‘(i) an established process for bi-year6 ly updates to the Plan throughout a 10- 

7 year period; and 

8 ‘‘(ii) opportunities for input from 

9 aging and disability stakeholders and any 

10 other individuals impacted by the Plan. 

11 ‘‘(h) CONSULTATION.—In carrying out this section, 

12 the Assistant Secretary shall consult the Interagency Co13 ordinating Committee on Healthy Aging and Age-Friendly 

14 Communities established under section 203(c). 

15 ‘‘(i) TECHNICAL ASSISTANCE.—The Assistant Sec16 retary shall provide technical assistance to eligible entities 

17 who are seeking or have received a grant under this sec18 tion in complying with the requirements of this section or 

19 otherwise creating or implementing a Plan. 

20 ‘‘(j) FUNDING.— 

21 ‘‘(1) AUTHORIZATION OF APPROPRIATIONS.— 

22 There is authorized to be appropriated for each of 

23 fiscal years 2025 through 2029 to the Assistant Sec24 retary to remain available until expended $6,500,000 

25 to carry out this section. 


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1 ‘‘(2) ADMINISTRATIVE COSTS.—Of the amounts 

2 appropriated under this section for a year, the As3 sistant Secretary shall use not more than 3 percent 

4 to carry out subsection (i) and for any other admin5 istrative costs.’’. 

6 (b) INTERAGENCY COORDINATING COMMITTEE ON

7 HEALTHY AGING AND AGE-FRIENDLY COMMUNITIES.— 

8 Section 203(c)(1) of the Older Americans Act of 1965 (42 

9 U.S.C. 3013(c)(1)) is amended by striking ‘‘with respect 

10 to aging issues and’’ and inserting ‘‘with respect to aging 

11 issues, advising the Assistant Secretary on carrying out 

12 the grant program under section 423, and’’. 

Æ 


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