Compliance & Contract Forms - Agency on Aging Area 4

Compliance & Contract Forms

This page contains all necessary forms for funded and contract partners. Please bookmark this page for future reference.

If you have questions about the forms on this page, please email contracts@agencyonaging4.org.

Contracts

Questions? Send all questions and all completed documents to: contracts@agencyonaging4.org.

Terms and Conditions EXHIBIT A: Authorized Signatory Form CDA 42: Disaster Assistance

Fiscal

Fiscal

CFDA Numbers Budget Form ALL PROGRAMS 2023-24 MFR Template ALL PROGRAMS 2023-24

Property

CDA 248: $500 & Above Request to Dispose of Property Asset Tag Request Form CDA 5001 Master Vehicle Disposal

Programs

Nutrition

Nutrition Education Plan Nutrition Education Report Nutrition Special Event Proposed New Congregate Nutrition Site Request Proposed Closure of Congregate Nutrition Site

Legal Services Forms

California Statewide Guidelines for Legal Assistance

Program Specifications and Standards

Health Insurance Counseling & Advocacy Program (HICAP)

Reporting

OAA Required Client Data

AAA4 Minimum Client Data for IIIB and IIIE AAA4 Minimum Client Data for IIIC-1 and C-2

Sample Intake Forms

CDA Sample Intake Title IIIB, C1, C2, D CDA Sample Intake Title IIIB,-C1, D CDA Sample Intake Title IIIB,-C2, DCDA Sample Intake Title IIIC Congregate Meals CDA Sample Intake Title III-C Home Delivered Meals CDA Sample Intake Title IIIE Caring for Elderly

Laws & Regulations

Disclosure of Lobbying Form

Trainings & Resources

Security

Security Awareness Training

CDA 1025: Security Incident Report

Agency Bulletins

A4B2025-03 Bulletin - End of Year Cut-off for Payments.pdf A4B2025-02 Bulletin - Cashflow Update.pdf A4B2025-01 One-Time-Only_OTO_Fund Special Request - CORRECTION.pdf A4B2025-01 One-Time-Only _OTO_ Fund Special Request.pdf A4B2024-05 - Holiday Closure.pdf A4B2024-04 Funding Delays A4B2024-03 Bulletin - SFY 2024-25 Funding A4B2024-02 Fiscal Closeout-MFRs A4B2024-01 Data Sunset Policy A4B2023-07 Holiday Closure and MFR Deadlines A4B2023-06 New Monthly Data Submission Deadline and Guidance for Collecting Clients’ Veteran Status and Making Referrals A4B2023-05 AAA4-Funded Partners Providing Registered Services A4B2023-04 Preparing for Reinstatement of Performance Standards Policy A4B2023-03 Performance Standards Policy A4B2023-02 Older Californians Act Modernization (OCAM) Requests: Second Survey for Funded Programs A4B2022-09 Holiday Closure and Deadlines for Monthly Financial Reports (MFR’s)A4B2023-01 Deadline for Funded Partner Budget Revisions & Additional Information for Nutrition Funded Partners A4B2022-08 Older Adult Recovery & Resilience (OARR) Funds: Guidance for Caregiver Services Providers A4B2022-07 Older Adult Recovery & Resilience (OARR) Funds: Guidance for Legal Services Providers A4B2022-06 Fiscal Closeout A4B2022-05 Identification Numbers A4B2022-04 ARP Survey A4B2022-03 Russian Aggression Bulletin A4B2022-02 Deadline for FP Budget Revisions and Equipment Purchases

4B2022-01 New Data Requirements for Legal Service Providers

A4B2021-07 Registered FPs Data Dec 2021 A4B2021-06 Holiday Bulletin A4B2021-05 Non Registered FPs Sept 2021 A4B2021-04 SFY 2021-2022 Funding A4B2021-03 Non Registered FPs Data June 2021 A4B2021-02: 2020/21 Fiscal Closeout A4B2021-01: Additional Funding and Deadline for Funded Partner Budget Revisions & Equipment Purchases A4B2020-06: Holiday Closure and Deadlines for Monthly Financial Reports (MFR’s) A4B2020-05: SFY 2020-2021 Funding, CARES Act Augmentation Awards A4B2020-04: SFY 2020-2021 Funding A4B2020-03: FY 2019/20 Fiscal Closeout: Final Filing Date Monthly Financial Reports (MFRs) / Report of Property Furnished / Purchased Form A4B2020-02: Deadline for Funded Partner Budget Revisions and Equipment Purchases A4B2020-01: Corona Virus (COVID-19)A4B2019-01: Fiscal Closeout A4B2019-02: SFY 2019-20 Funding A4B2018.10: New CDA SOGI Quarterly Reporting Forms – Legal Services A4B2018-09: Security Awareness Training A4B2018-08: Non-Registered Services Client Data A4B2018-07: Minimum Client Data Requirements A4B2018-06: FY 2017-18 Fiscal Closeout: Final Filing Date Monthly Financial Reports (MFRs)/One Time Only (OTO) MFRs/CDA 32 Property Reports A4B2018-05: Gender Identity and Sexual Orientation Intake Questions: Suggested Script A4B2018-04: Managing Client Information Video Conference A4B2018-03: Bulletin – 1718 SWAG 1819 Contract Language Changes A4B2018-01: Update on Funding Delays A4B2017-10: OTO Bulletin A4B2017-09: Funding Delays

A4B2017-08: Audit Requirements

A4B2017-07: Alert to Contract Language Changes; Amend Policy or Procedure A4B2017-06: Alert to Contract Language Changes; Amend Policy or Procedure A4B2017-05: Fiscal Closeout: Final Filing Date Monthly Financial Reports (MFRs)/One-Time-Only (OTO) MFRs/ CDA 32 Property Reports A4B2017-04: Funding Delays and Reductions A4B2017-03: Funding Delays and Reductions A4B2017-02: New Requirement for Major Equipment A4B2017-01: Special State General Fund Title IIIC2 One-Time-Only Funds A4B2017-00: Update to Data Reporting Procedures for Registered Services

Public Notices