2003 Allocation Methodologies | ADMINISTRATION-5600-MANUAL

AAA Administration: 10% of total, including part D, and is the maximum available for all direct and indirect administrative charges. This fund source requires a 25% local match. No Administration may be charged to Part D.

Six percent base or maximum $200,000 annually statewide, allocated equally to all regions. Remainder allocated by approved Intrastate Funding Formula (IFF). There are minimum III-B requirements for Access to Services, In-home Services and Legal Assistance. Refer to Section 2006 of this manual. For Titles III B, C1 and C2, State funds provide 5% matching funds; 10% local match is required. For Title III E, State funds provide 15% matching funds; 10% local match is required.

Funding distributed to all regions according to the formula used for VII-2 described below in this section.

Fifty percent base; remainder allocated by approved IFF. There is no local or state match required.

SCSEP: Allocated to directly to one sub-recipient. 10 % local match required.

Long Term Care Ombudsman (LTCO): allocated directly to LTCO contractors.

Elder Abuse Prevention. These funds are retained by the State Unit on Aging for statewide programming.

Refer to Section 2006 of this manual for minimum requirements and maintenance of effort. Refer to Section 2002 of this manual for information on the Intra State Funding Formula.

Funds for the Alzheimer’s Program are allocated using the East Boston “Harvard Study,” with prevalence rate projections updated with the latest census data by the CDC, including prevalence rates of other dementias.

Additional Community Based Services state funds are “set aside” for Alzheimer’s Services.

State Funds are distributed evenly to the 12 AAAs. Any grant funds are distributed according to grant requirements.

State funds include “set asides” to reflect legislative intent or to ensure policy compliance for the following programs:

The remaining CBS funds are distributed using the six percent base and the IFF.

Note that “set asides” are the minimum required funding level for the above programs; AAAs may choose to increase the state funds at their discretion.

The supplement is distributed to all regions according to the formula used for VII-2 described above in this section.

State and federal funds appropriated to supplement NSIP are allocated according to Regional percentages of the number of meals served statewide in the previous year as reported in the DAS Data System, consistent with federal methodology for allocating NSIP to the states.

State funds appropriated for nursing home transissions are allocated to sub-recipients. Contracted transitions are funded at $5,100 per transition for transition services.

Georgia SHIP funding is primarily from the SHIP federal grant. The methodology used for allocating these funds mirrors the approach used by the Centers for Medicare and Medicaid Services (CMS) in allocating to the states. State funds also support this program.

Additional grant funds for this program, if available, are allocated according to grant requirements.

Funds are distributed to specified programs as follows:

SSBG funds are also used to support Adult Protective Services and the Public Guardianship Office.

The Georgia Fund for Children and Elderly “Income Tax Check off” funds are received by the Department of Revenue (DOR). After deducting an administrative fee, the DOR sends 50% of the remainder to the Department of Public Health and 50% to the Division of Aging Services. The funds to DAS are restricted for use on meals and transportation.

DAS distributes to the AAAs a six percent base and the remainder by current IFF.

NSIP funds are allocated to the AAAs according to Regional percentages of the number of meals served statewide in the previous year as reported in the DAS Data System, consistent with federal methodology for allocating NSIP to the states.

NSIP State Funds can be used for the full cost of the meal.

NSIP Federal Funds can only be used to purchase domestically produced foods that are used in a meal. These funds may be used in conjunction with any allowable fund source for meals.

The Department of Community Health contracts with DAS to administer a portion of the Money Follows the Person grant from CMS. DAS allocates the funds to the 12 AAAs for specific purposes as follows:

DAS established a $1.4 million state fund set-aside from existing funds for non-Medicaid HCBS Case Management in the HCBS Manual Transmittal 2007-03 (MAN 5300, April 2007). This set-aside is allocated based on the current Intrastate Funding Formula. This set-aside is reflected in the Allocation Issuances effective with the 2016-01 Allocation. The set aside is intended to be a minimum for non-Medicaid HCBS Case Management; Area Agencies on Aging may additionally fund non-Medicaid HCBS Case Management by any allowable fund source.

A locked copy of the Allocation workbook and memorandum is filed on the DAS shared drive in the ALLOCATION ISSUANCES folder by state fiscal year.

A planning allocation is sent to the AAAs prior to the start of the Area Plan process. This is usually in the second quarter of the current fiscal year. Refer to Section 3021 of this manual for information on the Area Plan.

The AAA will use the planning allocation to develop their budget for the upcoming State Fiscal Year. Refer to Section 3022 of this manual for information on budget submission.

The initial allocation for the state fiscal year is sent to the AAAs before July 15 or after the initial contracts are issued, whichever comes first

The AAA will submit their budget revision by the deadline set forth in the Allocation Memorandum.

Subsequent Allocations for the state fiscal year will be issued at the discretion of the DAS Director. Reasons for subsequent allocations include, but are not limited to:

The AAA will submit their budget revision by the deadline set forth in the Allocation Memorandum.

Area Agencies on Aging may shift up to 30% of their allocation for Title III-C1 or Title III-C2 to the other. The shift must be requested and approved as part of the Area Plan/budget process.

Area Agencies on Aging may transfer up to 20% of their combined budget for Title III-C to Title III-B or 20% of Title III-B to Title III-C. The shift must be requested and approved as part of the Area Plan/budget process.

The Division is responsible for final, statewide transfers in a federal fiscal year. Allowable transfers are as follows:

The U.S. Assistant Secretary for Aging may disapprove the transfer if it is determined that the transfer is not consistent with the objectives of the OAA, as amended.