5040 Resource Database (RDB) Inclusion Exclusion Standards

Georgia State Seal

Georgia Division of Aging Services
Access to Services Manual

Chapter:

5000 Aging and Disability Resource Connection (ADRC)

Effective Date:

06/01/2026

Section Title:

Resource Database (RDB) Inclusion Exclusion Standards

Reviewed or Updated in:

MT 2026-02

Section Number:

5040

Previous Update:

N/A

5040.1 Purpose

The Georgia Aging and Disability Resource Connection (ADRC) Georgia Division of Aging Services (DAS) Resource Database (RDB) establishes standardized criteria for determining which providers, programs, and organizations may be entered into the referral and resource database. The goal is to ensure that all database entries are accurate, credible, compliant, and relevant to the populations served. A provider must meet all required criteria below to be added as a resource.

5040.1.1 Relevance to ADRC Consumers

The resource must:

  • Serve older adults, adults with disabilities, caregivers, or families, across the State of Georgia.

  • Provide services commonly accessed through ADRCs (e.g., housing, transportation, nutrition, benefits, health, legal assistance).

5040.1.2 General Inclusion Criteria

Providers, programs, or organizations may be included in the database if they meet all applicable criteria below:

  • Provide services to the community in at least one recognized aging, disability, health, or human services category.

  • Hold required certifications or licenses issued by the appropriate local, state, or federal authority when such credentials are required.

  • Comply with all applicable local, state, and federal laws and regulations.

  • Dependent on the tier timeline, demonstrate zero (0) to six (6) months of active service provision.

  • Maintain an established and approved service site, or demonstrate formal community oversight or governance (e.g., Board of Directors, advisory council, or letters of reference) when no licensing or certification exists.

  • Provide requested information and updates accurately and within required timeframes.

  • Deliver services without discrimination based on race, color, religion, sexual orientation, national origin, or other protected characteristics.

  • Meet any additional inclusion requirements specific to their service category.

  • Provide services in at least one Georgia county or offer statewide or virtual services accessible to Georgia residents.

5040.1.3 General Exclusion Criteria

Providers, programs, or organizations will be excluded from the database if they:

  • Have had required licenses or certifications revoked or suspended by a governing authority.

  • Have had professional certification or organizational membership revoked by a recognized credentialing or peer-review body.

  • Lack required service-specific credentials, licenses, certifications, or permits.

  • Demonstrate a consistent pattern of failing to respond appropriately or timely to substantiated client complaints.

  • Fail to provide required information or updates accurately or within established timelines.

5040.1.4 Minimum Time in Operation (New Resources)

Standard Requirement

Dependent on the tier timeline, the resource must demonstrate zero (0) to six (6) months of active service provision prior to inclusion.

Allowable Exceptions (Provisional Inclusion) A resource may be added provisionally if it is:

  • A government agency or program.

  • A well-established organization expanding into Georgia.

  • A grant-funded, pilot, or time-limited initiative.

Provisional resources must be reviewed within six (6) to twelve (12) months.

5040.1.5 Licensing and Regulatory Compliance

When applicable, the resource must hold all licenses or certifications required by the State of Georgia for the services provided.

Licensure verification is required when mandated by law or regulation.

5040.1.6 Insurance

Resources should carry appropriate insurance when customary or legally required for the service type.

5040.1.7 Minimum Information Requirements

Each resource must include:

  • A clear, consumer-facing service description.

  • Service availability and access information to include hours, delivery method, location, and limitations.

  • Complete intake and provider information. Intake documentation must include service costs, consumer financial responsibility, required intake fields, and any other vital details needed to ensure transparency and informed decision-making.

5040.1.8 RDB Taxonomy Mapping

Each resource must be assigned:

  • At least one service term. See RDB Appendix A.

  • One primary category that reflects the consumer-facing function. See RDB Appendix B.

5040.1.9 Tiered Service Inclusion Timelines (RDB Taxonomy-Aligned)

Tier 1 – Low-Risk / Informational / Community-Based Services

Timeline: Immediate inclusion upon service launch

Definition: Programs that are primarily informational, educational, advocacy-based, referral-focused, or social in nature. These services do not provide clinical care, personal care, or regulated interventions.

Eligibility Requirements

Providers must:

  • Be a legally established entity (nonprofit, for-profit, or public agency).

  • Operate in compliance with all applicable federal, state, and local laws.

  • Provide services that are non-clinical and non-regulated.

Licensing Requirements:

  • No state or federal clinical licensure required.

  • No facility licensure required.

Required Documentation:

  • Legal entity verification (e.g., business registration or public agency status).

  • Organizational contact information.

  • Service description confirming non-clinical scope.

See RDB Appendix C for complete Tier 1 Service Category list.

Tier 2 – Moderate-Risk / Supportive / Non-Medical Services

Timeline: 30–90 days of operation

Definition: Programs providing supportive assistance, navigation, material aid, prevention, or non-medical in-home services. These services may involve direct interaction with clients but do not include skilled medical or clinical treatment.

Eligibility Requirements:

Providers must:

  • Be a legally established entity.

  • Demonstrate operational capacity to deliver services safely.

  • Maintain policies for client interaction, safety, and confidentiality.

Licensing Requirements:

  • No medical or behavioral health licensure required.

  • Program-specific registrations, certifications, or permits may be required based on service type.

Required Documentation:

  • Legal entity verification.

  • Program description and scope of services.

  • Applicable permits or registrations (e.g., food service, transportation, housing).

  • Staff training documentation, if applicable.

  • Background check attestation for staff working with vulnerable populations.

Insurance Requirements:

  • General liability insurance, where applicable.

  • Vehicle insurance for transportation services, if applicable.

See RDB Appendix C for complete Tier 2 Service Category list.

Tier 3 – High-Risk / Regulated / Direct Care Services

Timeline: 90–180 days of operation

Definition: Licensed, regulated, or clinically based services delivered in-home or outpatient settings. These services involve medical care, behavioral health treatment, skilled therapies, or personal care.

Eligibility Requirements

Providers must:

  • Be actively licensed by the appropriate Georgia state regulatory authority.

  • Operate in good standing with no unresolved enforcement actions.

  • Employ appropriately credentialed and supervised staff.

Licensing Requirements

One or more of the following, as applicable:

  • Georgia Department of Community Health (DCH) licensure.

  • Georgia Department of Behavioral Health and Developmental Disabilities (DBHDD) licensure or certification.

  • Professional licensure through applicable Georgia licensing boards.

  • Federal certification where required (e.g., Medicare/Medicaid participation).

Required Documentation

  • Current, valid licenses and certifications.

  • National Provider Identifier (NPI), if applicable.

  • Staff credential verification.

  • Scope of services documentation.

  • Compliance and quality assurance policies.

Insurance Requirements

  • Professional liability insurance.

  • General liability insurance.

  • Workers’ compensation coverage, as required by law.

See RDB Appendix C for complete Tier 3 Service Category list.

Tier 4 – Residential, Institutional, or Specialized Clinical Services

Timeline: 180 days (6 months) of operation

Definition: Residential placement, institutional care, or statutorily designated investigative authorities.

Eligibility Requirements:

Providers must:

  • Hold all required facility and program licenses.

  • Be subject to ongoing regulatory oversight and inspection.

  • Demonstrate sustained compliance with applicable laws and standards.

Licensing Requirements:

  • Facility licensure issued by Georgia Department of Community Health, DBHDD, or other applicable authority.

  • Federal certification where applicable (e.g., CMS).

  • Statutory authority for investigative or protective services, if applicable.

Required Documentation:

  • Facility license(s) and certifications.

  • Inspection reports and compliance history.

  • Policies governing resident safety, rights, and care.

  • Staffing plans and credential verification.

Insurance Requirements:

  • Facility-level professional liability insurance.

  • General liability insurance.

  • Additional coverage as required by statute or regulation.

See RDB Appendix C for complete Tier 4 Service Category list.

5040.2 Service Category - Specific Inclusion Criteria

Providers, programs, and organizations must also satisfy requirements specific to their service category. These criteria ensure that services entered into the database are appropriate, credible, and aligned with recognized standards of practice.

Category-specific inclusion may require documented licensure, certification, professional credentials, regulatory designation, public or grant funding, formal oversight, or affiliation with a recognized governing or accrediting body. Certain categories may limit inclusion to organizations or agencies and exclude individual practitioners unless explicitly stated. Programs that are inactive, commercially biased, or lacking required oversight or authorization are not eligible for inclusion.

5040.3 Inclusion Timeline for Adding Services To An Existing Resource

A new service or category to an existing resource may be added when:

  • The provider is active and in good standing in the RDB.

  • The service is publicly available in Georgia.

  • Required licensure for service is verified, if applicable.

  • The service falls within ADRC referral scope.

  • Provided by a Georgia state agency, AAA, or ADRC.

  • Mandated by statute or regulation.

  • Replacing or expanding an existing listed service.

  • Part of an emergency response or time-limited initiative.

  • Approved by Georgia DHS, DAS, AAA leadership, or ADRC leadership.

References

MAN5200, Chapter 5060 Appendices, RDB Appendix A Glossary of GA DAS RDB Taxonomy Service Terms

MAN5200, Chapter 5060 Appendices, RDB Appendix B Glossary of GA DAS RDB Taxonomy Category Terms

MAN5200, Chapter 5060 Appendices, RDB Appendix C Service Category Tier Levels