orientation to the older americans act and older californians act johnna meyer, policy manager...

Orientation to theOrientation to the Older Americans Act and Older Americans Act and

Older Californians ActOlder Californians Act

Johnna Meyer, Policy ManagerJohnna Meyer, Policy Manager

California Department of AgingCalifornia Department of Aging

• Historically it was the smallest program in Historically it was the smallest program in the federal budgetthe federal budget

• Continuing ResolutionContinuing Resolution• Reauthorized every 3-5 yearsReauthorized every 3-5 years• Amended 13 times since 1965Amended 13 times since 1965• California was the 2California was the 2ndnd state to qualify for state to qualify for

fundsfunds• Planning and Service Areas (PSA) Planning and Service Areas (PSA)

– Area Agencies on Aging (AAA)Area Agencies on Aging (AAA)– Direct Service Areas (DSA)Direct Service Areas (DSA)

OAA Key InformationOAA Key Information

Key Dates/Policy IssuesKey Dates/Policy Issues

• 1950 (President Truman) 1950 (President Truman) – National Conference on AgingNational Conference on Aging

• 1951 (CA Governor Earl Warren)1951 (CA Governor Earl Warren)– Governor’s Conference on AgingGovernor’s Conference on Aging

• 1956 (CA Governor Earl Warren) 1956 (CA Governor Earl Warren) – Citizens Advisory Committee on AgingCitizens Advisory Committee on Aging

• 1961 (President Eisenhower)1961 (President Eisenhower)– 11stst White House Conference on Aging White House Conference on Aging

(WHCOA) (WHCOA) • Called for a WHCOA every 10 yearsCalled for a WHCOA every 10 years


• 1963 (President Kennedy)1963 (President Kennedy)– Introduced the first legislation— Introduced the first legislation—

Federal Grant Program for the AgingFederal Grant Program for the Aging• 1965 (President Johnson)1965 (President Johnson)

– Signed into Law the Older Americans Signed into Law the Older Americans Act of 1965Act of 1965

– Established State Units on AgingEstablished State Units on Aging– Enacted Medicare/Medicaid in SSA Enacted Medicare/Medicaid in SSA


• 19661966– California Commission on Aging createdCalifornia Commission on Aging created

• 1971 WHCOA (President Nixon)1971 WHCOA (President Nixon)– 5 fold increase for programs funded under 5 fold increase for programs funded under

the Actthe Act– 75% of recommendations implemented by 75% of recommendations implemented by

Federal GovernmentFederal Government– Outcomes: SSI/SSP, Federal Council on Outcomes: SSI/SSP, Federal Council on

Aging, National Institute on AgingAging, National Institute on Aging


• 1972 OAA Amendments 1972 OAA Amendments – Nutrition (Congregate) Program for the Nutrition (Congregate) Program for the

Elderly Act signed into law. Largest program Elderly Act signed into law. Largest program under the Act ($100 M) under the Act ($100 M)


• 1973 OAA Amendments1973 OAA Amendments– Changed Focus to System Building vs. Changed Focus to System Building vs.

Provision of Direct ServiceProvision of Direct Service– Established Area Agencies on AgingEstablished Area Agencies on Aging– Advisory Councils required at all levelsAdvisory Councils required at all levels– Title IX, Older Americans Community Service Title IX, Older Americans Community Service

Employment Act created (now Title V)Employment Act created (now Title V)


• 1974 (January 1)1974 (January 1)– New Office on Aging established New Office on Aging established

in Californiain California

– New Commission on Aging New Commission on Aging created to serve as advisory created to serve as advisory body to Office on Agingbody to Office on Aging


• 1975 OAA Amendments1975 OAA Amendments– Priority Services mandated Priority Services mandated

• Transportation, Home Care, Legal Services, Transportation, Home Care, Legal Services, and Home Renovation/Repairand Home Renovation/Repair

• 19761976– California Department of Aging California Department of Aging

establishedestablished

• 19771977– Title V Allocation toTitle V Allocation to CDACDA


• 1978 OAA Amendments1978 OAA Amendments– All funds must flow through a AAAAll funds must flow through a AAA

– All PSAs must have a AAA by 1981 in All PSAs must have a AAA by 1981 in order to receive OAA fundsorder to receive OAA funds

– California added 15 new AAAsCalifornia added 15 new AAAs

– Purpose of the Act was broadenedPurpose of the Act was broadened


• 19811981 WHCOAWHCOA ( (President Carter/ReaganPresident Carter/Reagan))– Social Security FocusSocial Security Focus

• Outcome: Medicare/Medicaid ReformsOutcome: Medicare/Medicaid Reforms

– OAA AmendmentsOAA Amendments• Deleted the 50% funding for Title III B Priority Deleted the 50% funding for Title III B Priority

Services—Access, In-home, and LegalServices—Access, In-home, and Legal• Required instead “adequate proportion” and Required instead “adequate proportion” and

“minimum percentage”“minimum percentage”• 2-, 3-, or 4-year planning cycle2-, 3-, or 4-year planning cycle


• 1984 OAA Amendments1984 OAA Amendments– Increased transfers amounts between Increased transfers amounts between

IIIB and IIICIIIB and IIIC– Clarified roles of SUA and AAA for Clarified roles of SUA and AAA for

accountability for funding of Priority accountability for funding of Priority ServicesServices


• 1984 Senior’s Initiative for California 1984 Senior’s Initiative for California (Governor Deukmejian)(Governor Deukmejian)– Established Linkages, ADCRC, HICAP, Established Linkages, ADCRC, HICAP,

Prop 30 (Sr. Center Bond Act)Prop 30 (Sr. Center Bond Act)

• 1985 1985 – LTC policy to CDA (AB 2226)LTC policy to CDA (AB 2226)– Transferred ADHC and MSSP to CDA Transferred ADHC and MSSP to CDA


• 1987 OAA Amendments1987 OAA Amendments– Required Office of State LTC OmbudsmanRequired Office of State LTC Ombudsman– Added new Titles III D (In-Home), F Added new Titles III D (In-Home), F

(Preventive Health), & G (Abuse, Neglect)(Preventive Health), & G (Abuse, Neglect)

• 1992 OAA Amendments1992 OAA Amendments– Expanded statement of purposeExpanded statement of purpose

• Opportunity for older individuals to receive Opportunity for older individuals to receive managed in-home and CBLTC servicesmanaged in-home and CBLTC services

– Redefined I&R—Renamed I&ARedefined I&R—Renamed I&A


– Case Management defined and Case Management defined and identified as an access service identified as an access service requiring an “adequate proportion” of requiring an “adequate proportion” of Title IIIB fundingTitle IIIB funding

– Supportive Services more broadly Supportive Services more broadly defineddefined

– Limited transfer of funds between IIIB Limited transfer of funds between IIIB and IIICand IIIC

– Title VTitle V • minimum funding base for national granteesminimum funding base for national grantees• Required closer working relationship between Required closer working relationship between

national grantees and AAAsnational grantees and AAAs

Key Dates/Policy IssueKey Dates/Policy Issue

– Changed/Added Programs Changed/Added Programs • IIIF—Disease Prevention and Health IIIF—Disease Prevention and Health

Promotion (formerly preventative health)Promotion (formerly preventative health)• IIIG—Supportive Activities for Caregivers IIIG—Supportive Activities for Caregivers

(formerly Elder Abuse)(formerly Elder Abuse)• Title VII, Vulnerable Elder Rights Protection Title VII, Vulnerable Elder Rights Protection

Activities (LTC Ombudsman, Elder Abuse Activities (LTC Ombudsman, Elder Abuse Prevention, Elder Rights, Counseling)Prevention, Elder Rights, Counseling)


• 1995 WHCOA (President Clinton)1995 WHCOA (President Clinton)– Focused on reaffirming support for existing Focused on reaffirming support for existing

programsprograms– New look at existing programs to preserve for New look at existing programs to preserve for

future generationsfuture generations• Social Security (Medicare/Medicaid), Social Security (Medicare/Medicaid), • Older Americans ActOlder Americans Act

– Called for Universal Health CareCalled for Universal Health Care– Further development of home and community Further development of home and community

based LTC servicesbased LTC services– Commitment to national policy focused on Commitment to national policy focused on

aging, not agedaging, not aged

Key Dates/Policy IssueKey Dates/Policy Issue

• 19961996– Older Californians Act Revised (AB Older Californians Act Revised (AB

2800)2800)– Established CDA’s mission statement Established CDA’s mission statement

in lawin law– Statewide Expansion of 6 State-Statewide Expansion of 6 State-

funded programs and HICAPfunded programs and HICAP– Transferred administration of these Transferred administration of these

programs to AAAsprograms to AAAs


• 20002000 OAA AmendmentsOAA Amendments– Cost SharingCost Sharing– Nutrition Services Incentive Program Nutrition Services Incentive Program

(formerly USDA)(formerly USDA)• Reimbursement to Allocation ModelReimbursement to Allocation Model

– Title V, Senior Community Service Title V, Senior Community Service Employment Program Employment Program • Tied to Workforce Investment ActTied to Workforce Investment Act• State Plan RequiredState Plan Required• Data collection system requiredData collection system required• 9 Performance Measures + Sanctions9 Performance Measures + Sanctions


- TitleTitle III E Family Caregiver Support ProgramIII E Family Caregiver Support Program- First new program with money ($125M)First new program with money ($125M)- New Service PopulationNew Service Population

- In-Home Services for Frail & Alzheimer’sIn-Home Services for Frail & Alzheimer’s- Moved III D In-Home to III B Moved III D In-Home to III B - Moved Disease Prevention and Health Moved Disease Prevention and Health

Promotion from III F to III DPromotion from III F to III D- Established Ombudsman Maintenance of EffortEstablished Ombudsman Maintenance of Effort

- Base Year 1999Base Year 1999


– Requires AAA to COORDINATE Requires AAA to COORDINATE

with :with :

•Other community providersOther community providers• Intergenerational ProgramsIntergenerational Programs


• 2005 WHCOA (President Bush)2005 WHCOA (President Bush)– October 23-26, 2005October 23-26, 2005

• Focus on needs of baby boomersFocus on needs of baby boomers

– OAA Reauthorization scheduled for OAA Reauthorization scheduled for FFY 2005-06FFY 2005-06

Questions?Questions?

Thank YouThank You

orientation to the older americans act and older californians act johnna meyer, policy manager...

Documents

aging whcoa

key datespolicy issues

aging enacted medicaremedicaid

aging advisory councils

oaa funds california

ssa slide

broadened slide

cda slide