Virginia Department for the Aging

1. Virginia Department for the Aging 2006 Financial Management Training Area Plan & AMR Update Jane Snead

2. Program Plan Changes There are very few changes to this year’s area plan.

3. Program Plan Changes Organizational chart is required.

4. Program Plan Changes Title VII has been added to the heading along with Title III Funds.

5. Program Plan Changes If you provide the service, complete the service page regardless of the funding source.

6. Program Plan Changes Description of Target Population – 60+, frail, greatest need added

7. Program Plan Changes Section E. Funding Provided By:

8. Program Plan Changes Individual Service Page

9. Budget Changes Funding Sources: Hold Harmless has been added.

10. Hold Harmless Funds • Can be spent on any service on which you can spend Title III funds. • Must be accounted for separately. • Must be drawn down and obligated by June 30th and liquidated by September 30th. • Because these funds are for a 9 month period you may need to look at your federal and state spending to determine how best to use all funds within the proper time frames.

11. Title III-E Caregivers

12. FY’07 Area Plan Documents E-mail to jane.snead@vda.virginia.gov Name Documents: AP Program PSA XX AP Budget PSA XX AP Org Chart PSA XX

13. FY’07 Area Plan Due Date: July 21, 2006

14. Area Plan Document Consists of the following: • Program Plan • Budget • Assurances • Priority Service Waiver – if requested • Carryover Waiver – if requested

15. Reminders • You must use the FY’07 Forms on our website. Submissions on old forms will not be accepted. Only Word and Excel files will be accepted. • The four year exception on Ombudsman carryover without a waiver is over. • DMAS Ombudsman funds can be carried over. A waiver is not required. • A new Contractor Information Form needs to be completed, signed and returned with your signed Title III Contract.

16. That’s It! • Any Questions? • Contact Me: (804) 662-9329 • jane.snead@vda.virginia.gov