R510.  Human Services, Aging and Adult Services.
R510-100.  Funding Formulas.
R510-100-1.  Older Americans Act.
	(1)  Compliance with State and Federal Law for Older Americans Act (OAA).
	(a)  The Division of Aging and Adult Services (Division) shall develop an intrastate funding formula for distribution of OAA, Title III: Grants for State and Community Programs on Aging funds and State general funds for social and nutrition services which complies with 45 CFR, Subchapter C, Part 1321.37 and with Section 62A-3-108.
	(b)  The formula shall be reviewed whenever a new State Plan on Aging is required to be submitted.
	(2)  Affected Funding Sources for OAA.
	(a)  The funding formula shall include:
	(i)  All federal funds received under Title III of the OAA with the exception of:
	(A)  Allowable State Division administrative funds, and
	(B)  Funds allocated to the State-delivered Long-Term Care Ombudsman Program.
	(ii)  All state funds appropriated for Title III social and nutrition services.
	(b)  The funding formula shall not include state or federal funds appropriated for:
	(i)  The Alternatives Program,
	(ii)  Adult Services under the Division, or
	(iii)  Funds identified under Section 62A-3-108(2).
	(3)  Funding Formula Factors for OAA.
	(a)  The funding formula shall incorporate the following factors:
	(i)  Base factor divided equally among the twelve Area Agencies on Aging (AAA) in existence on July 1, 1986;
	(ii)  Population factor comprised of each AAA's proportion of the State's weighted elderly population; and
	(iii)  Land area factor consisting of each AAA's proportion of the State's total adjusted square miles.
	(b)  Weighted elderly population shall consist of:
	(i)  The number of persons age 60 and over who have annual incomes below 125% of the poverty level, plus
	(ii)  The number of persons age 75 and over weighted two times, plus
	(iii)  The number of minority persons, as defined by the Governor's Office of Planning and Budget, age 60 and over.
	(c)  All population figures utilized shall reflect the most recent U.S. census figures adjusted on an annual basis based on available population estimates from the Governor's Office of Planning and Budget.
	(4)  Base Restrictions for OAA.
	(a)  If any AAA in existence on July 1, 1986, should in the future sub-divide into two or more AAAs, the base amount allocated to the original AAA shall be divided proportionally among the new AAAs.
	(5)  Base Factor Funds.
	(a)  Base factor funds shall consist of those federal Title III and state funds appropriated for Title III social and nutrition services and allocated as base funds in FY 2003.
	(6)  Funding Distribution for OAA.
	(a)  Distribution of funds under the formula shall be as follows:
	(i)  Base factor funds;
	(ii)  7.5% of total remaining formula funds allocated to the land area factor; and
	(iii)  92.5% of total remaining formula funds allocated to the population factor.

R510-100-2.  In-Home Services.
	(1)  Affected Funding Sources for In-Home Services.
	(a)  The funding formula shall include all federal and state funds appropriated for use by local area agencies on aging to be used for in-home services with the exception of:
	(i)  funds allocated under Section R510-100-1 and
	(ii)  funds identified under Section 62A-3-108(2), and
	(iii)  Adult Services funded under the Division pursuant to Section 62A-3-301 et seq.
	(2)  Funding Formula Factors for In-Home Services.
	(a)  The funding formula shall include the following factors:
	(i)  Land area factor consisting of each AAA's proportion of the state's total adjusted square miles.
	(ii)  Population factor comprised of each AAA's proportion of the designated population factors.
	(iii)  Base amount of $35,000 allocated to each Area Agency on Aging.
	(b)  Designated population factors shall consist of the following five categories and the percentage that the number from each category represents of the total combined number of all five categories:
	(i)  The number of minority persons, as defined by the Governor's Office of Planning and Budget, age 60 and over and at or below the federal poverty level,
	(ii)  The number of persons with a disability 60 years of age and older and at or below the federal poverty level,
	(iii)  The number of persons 60 to 74 years of age at or below the federal poverty level calculated as its proportion of the total clients 60 years of age and older served by the In-Home Services program for the previous state fiscal year, and
	(iv)  The number of persons 75 to 84 years of age at or below the federal poverty level calculated as its proportion of total clients 60 years of age and older served by the In-Home Services program for the previous state fiscal year, and,
	(v)  The number of persons 85 years of age and older at or below the federal poverty level calculated as its proportion of the total clients 60 years of age and older served by the In-Home Services program for the previous state fiscal year.
	(c)  All population figures utilized shall reflect the most recent U.S. census figures adjusted on an annual basis based on available population estimates from the Governor's Office of Planning and Budget.
	(3)  Funding Distribution for In-Home Services.
	(a)  Distribution of funds under the formula will be as follows:
	(i)  7% of total formula funds allocated to the land area factor; and
	(ii)  93% of total formula funds allocated to the population factor.
	(4)  Funding Formula Phase-In for In-Home Services.
	(a)  The Division is authorized to apply an adjustment to the allocation calculated in accord with funding formula contained in paragraph (2) of this section for five fiscal years beginning with FY 2016.
	(b)  Each adjustment shall be applied to the allocation to all area agencies calculated in accord with the funding formula contained in paragraph (2) of this section and shall represent 20% of the difference in funds compared with the fiscal year 2015 funding in accord with paragraph (2) of this section.

R510-100-3.  Long-Term Care Ombudsman Program.
	(1)  Affected funding sources for the Long-Term Care Ombudsman (LTCO) Program.
	(a)  All Federal and State funds received for delivery of the LTCO Program with the exception of State Division administrative funds.
	(i)  Funding Formula for the LTCO Program.
	The funding formula for the LTCO Program shall allocate dollars to each designated AAA based on the following factors:
	(A)  Federal Funds.
	Using the base allocation of federal funds available for the LTCO program during State Fiscal Year 1993, each designated AAA will receive an equal share of the dollars available.
	Additional funds that may become available above the base allocation will be distributed based on each AAA proportion of long-term care beds in the State as reported by the State Department of Health and the Division for the preceding year. Long-term care beds shall include licensed nursing facility beds, licensed residential care beds, and approved adult foster care beds.
	(B)  State General Funds.
	A base allocation of $60,000 shall be distributed equally to each designated AAA.
	State General funds in excess of this base allocation shall be distributed based on each AAA's proportion of long-term care beds in the State, as reported by the State Department of Health and the Division for the preceding year.

KEY:  elderly, funding formula, long-term care ombudsman
Date of Enactment or Last Substantive Amendment:  June 30, 2015
Notice of Continuation:  June 30, 2017
Authorizing, and Implemented or Interpreted Law:  62A-3-108