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Aging Network
Program Instructions
AOA-PI-99-02
TO : STATES ADMINISTERING PLANS UNDER TITLE
III OF THE OLDER AMERICANS ACT OF 1965, AS AMENDED
SUBJECT : Procedures for Issuing Title III Formula
Grant Amendments for Transfer of Funds
LEGAL AND RELATED REFERENCES : Older Americans
Act, as Amended - Sections 308(b)(4)(A), 308(b)(4)(B), 308(b)(5)(A),
308(b)(5)(B)(i) and (ii),308(b)(5)(C)
The purpose of this program instruction is to reiterate procedures
for transferring of funds within the Title III allotments and
for effecting these transfers by the Administration on Aging's
(AoA) grant award amendments.
The Older Americans Act provides authority for states to make
transfers of funds among allotments for Supportive Services and
Senior Centers (III-B), Congregate Meals (III-C1), and Home-Delivered
Meals (III-C2). There is, however, no authority for states to
transfer funds in or out of the allotments for In-Home Services
for Frail Individuals, Disease Prevention, Ombudsman Program or
the Elder Abuse Program.
States can make transfers, whenever necessary, throughout the
fiscal year among the III-B, III-C1 and III-C2 allotments. In
order to keep the workload of transfers at a minimum, a policy
was established for states to notify AoA only once a year for:
(1) transfers of up to 30 percent between III-C1 and III-C2,
as provided in Section 308(b)(4)(A); and
(2) transfers of up to 20 percent between III-B, and III-C, as
provided in Section 308(b)(5)(A).
Although these transfers may be made whenever necessary, they
should be reflected on the Financial Status Report(SF-269),
Item 10.o (Total Cumulative Federal Funds Authorized) on the
semiannual reports. The cumulative transfer of funds among allotments,
however, will not be reflected on a revised grant award until
after the reallotment (if there is one).
Transfers within III-C which exceed 30 percent of the state's
separate allotment for III-B or III-C, require AoA's prior approval
and should be reflected on the SF-269 after approval. Notification
of your amount of transfers for this fiscal year, as well as your
requests for a waiver must be received on or before August 27,
1999. State agencies will be notified by letter of AoA's approval
or disapproval to transfer funds. All transfers for this fiscal
year must be made before September 30, 1999. Any transfers reflected
on the SF-269 after the close of the fiscal year must be supported
by documentation which indicates that the transfers were approved
or made prior to the close of the fiscal year.
Jeanette C. Takamura
Assistant Secretary for Aging
DUE DATE: August 27,1999 for submission to Regional Administrators
on Aging, DHHS regional offices.
INQUIRIES: Inquiries should be addressed to Regional Administrators
on Aging, DHHS regional offices.
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