STATE OF WASHINGTON

DEPARTMENT OF SOCIAL AND HEALTH SERVICES

Aging and Long-Term Support Administration

Home and Community Services Division

PO Box 45600, Olympia, WA 98504-5600

H17-010 – Procedure

February 24, 2017
TO: / Area Agency on Aging Directors
FROM: / Bea Rector, Director, Home and Community Services Division
Chanh Ly, Director, Management Services Division
SUBJECT: /
Calendar Year (CY) 2016 Older Americans Act (OAA) and Nutrition Service Incentive Program (NSIP) Excess Carryover
Purpose: / To instruct Area Agencies on Aging (AAAs) on procedure and deadline for requesting CY2016 OAA and NSIP excess carryover.
Background: / AAAs are allowed to carry over 10% of their CY2016 current year funding for OAA and NSIP into the following year. AAAs that want to carry over more than 10% of their current year funding must receive approval from the State Unit on Aging (SUA).
What’s new, changed, or
Clarified / For OAA and NSIP funding, requests for carryover in excess of 10% must be submitted by March 10, 2017. NSIP carryover in excess of 10% is calculated separate from the OAA carryover in excess of 10% calculation. Requests must specify the amount of excess carryover, by funding source, and include a description of the following:
·  The circumstances that lead to the excess carryover.
·  A process to avoid excess carryover in the future.
·  A plan to expend carryover and the programs and services that will be affected.
An optional form that can be used to request carryover is included in this Management Bulletin.
ACTION: / §  AAAs must submit their requests for excess carryover to their AAA Specialist, with a copy to Anna Glaas, AAA Grants Unit Supervisor by March 10, 2017.
Related
REFERENCES: / Policies & Procedures for Area Agency on Aging Operations, Chapter 9
ATTACHMENT(S): /
CONTACT(S): / Andrea Meewes-Sanchez, AAA Unit Manager
(360) 725-2554

Susan Shepherd, AAA Specialist
(360) 725-2418

Marcy Goodman, AAA Specialist
(360) 725-2446

Dana Allard-Webb, AAA Specialist
(360) 725-2552

Paula Renz, AAA Specialist
(360) 725-2560)

Anna Glaas, AAA Grants Unit Supervisor
(360) 725-2374