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Program Memoranda

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 Quick Index: Year 2007 PMs Year 2006 PMs Year 2005 PMs Year 2004 PMs Archives (2000-2003)
 Research Reference: Listing of Active Program Memos (1993 - 2003)

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"NOTICE: Program Memoranda (PM) are issued by the California Department of Aging (CDA) in hardcopy and mailed to Area Agencies on Aging (AAA). The availability of electronic (read-only) PMs on the web is offered as a convenience. If there is a discrepancy between the electronic version and the paper version, the mailed paper version of the PM is the controlling document. Discrepancies or errors may be called to the attention of CDA, the Business Services Section, at (916) 419-7531.

Forms with PMs are read-only versions and do not contain calculating formulas. For forms that contain calculating formulas, contact your assigned AAA-Based Team (especially fiscal forms). Some attachments to PMs may be missing and may only be available in hardcopy by contacting CDA, Business Services Section."

PM Number Subject Date Issued New item
Download Latest PMs
For Year 2007
PM 07-21(P) Fiscal Year 2007-08 Area Plan Contract Amendment #1 December 7, 2007 PM 07-21(P) & Attachment
PM 07-20(P) Fiscal Year 2007-08 Health Insurance Counseling and Advocacy Program Contract Amendment #1 and Revised Budget Forms December 7, 2007 PM 07-20(P) & Attachment
PM 07-19(P) Fiscal Year 2007-08 Title V Revised Allocation and Contract Amendment #1 December 7, 2007 PM 07-19(P) & Attachment
PM 07-18(P) Protection of Information Assets October 9, 2007 PM 07-18(P) & Attachment
PM 07-17(P) Background Clearance Procedures and Forms September 17, 2007 PM 07-17(P) & Attachment
PM 07-16(P) Access to Programs, Services and Activities - Persons with Disabilities August 28, 2007 PM 07-16(P) & Attachment
PM 07-15(P) Ombudsman Volunteer Recruitment Initiative Financial Closeout Report August 9, 2007 PM 07-15(P) & Attachment
PM 07-14(P) Changes to the Reporting Process for Year-End Reports August 1, 2007 PM 07-14(P) & Attachment
PM 07-13(P) Elderly Nutrition Program Meals Compliance with Older Americans Act June 14, 2007 PM 07-13(P) & Attachment
PM 07-12(P) Long-Term Care Ombudsman Background Clearance Requirement June 8, 2007 PM 07-12(P) & Attachment
PM 07-11(P) Fiscal Year 2007-08 Area Plan Contracts and Original Area Plan Budgets April 5, 2007 PM 07-11(P) & Attachment
PM 07-10(P) Fiscal Year 2007-08 Area Plan Planning Estimates April 4, 2007 PM 07-10(P) & Attachment
PM 07-09(P) Fiscal Year 2007-08 Health Insurance Counseling and Advocacy Program Contracts and Original HICAP Budgets April 3, 2007 PM 07-09(P) & Attachment
PM 07-08(P) Revised Title V Senior Community Service Employment Program Monthly Expenditure Report and Request for Funds (CDA 29) March 30, 2007 PM 07-08(P) & Attachment
PM 07-07(P) 2007 Senior Farmers' Market Nutrition Program (SFMNP) March 29, 2007 PM 07-07(P) & Attachment
PM 07-06(P) Fiscal Year 2007-08 Health Insurance Counseling and Advocacy Program Planning Estimates March 27, 2007 PM 07-06(P) & Attachment
PM 07-05(P) Fiscal Year 2007-08 Title V, Senior Community Service Employment Program Contracts and Original Title V SCSEP Budget March 27, 2007 PM 07-05(P) & Attachment
PM 07-04(P) Fiscal Year 2007-08 Title V/Senior Community Service Employment Program Planning Estimate March 27, 2007 PM 07-04(P) & Attachment
PM 07-03(P) HICAP - New Procedures for Handing Medicare Part D Clients with Health and Safety Issues March 22, 2007 PM 07-03(P) & Attachment
PM 07-02(P) Transportation Coordination March 09, 2007 PM 07-02(P) & Attachment
PM 07-01(P) FY 2006-07 Title V Revised Allocation and Contract Amendment #1 February 07, 2007 PM 07-01(P) & Attachment

"NOTICE: Program Memoranda (PM) are issued by the California Department of Aging (CDA) in hardcopy and mailed to Area Agencies on Aging (AAA). The availability of electronic (read-only) PMs on the web is offered as a convenience. If there is a discrepancy between the electronic version and the paper version, the mailed paper version of the PM is the controlling document. Discrepancies or errors may be called to the attention of CDA, the Business Services Section, at (916) 419-7531.

Forms with PMs are read-only versions and do not contain calculating formulas. For forms that contain calculating formulas, contact your assigned AAA-Based Team (especially fiscal forms). Some attachments to PMs may be missing and may only be available in hardcopy by contacting CDA, Business Services Section."

PM Number Subject Date Issued New item
Download Latest PMs
For Year 2006
PM 06-22(P) Fiscal Year 2006-07 Area Plan Contract Amendment #1 December 15, 2006 PM 06-22(P) & Attachment
PM 06-21(P) SFY 2006-07 Health Insurance Counseling and Advocacy Program (HICAP) Contract Amendment #1 November 8, 2006 PM 06-21(P) & Attachment
PM 06-20(P) Health Insurance Counseling and Advocacy Program - Quarterly Aggregate HICAP Reporting Form CDA 1005 (9/2006) October 25, 2006 PM 06-20(P) & Attachment
PM 06-19(P) Memorandum of Understanding Between the California Department of Aging and the California Department of Social Services September 6, 2006 PM 06-19(P) & Attachment
PM 06-18(P) Status and Use of Targeted Case Management Funds August 8, 2006 PM 06-18(P) & Attachment
PM 06-17(P) Ombudsman Volunteer Recruitment Initiative Financial Closeout Report August 1, 2006 PM 06-17(P) & Attachment
PM 06-16(P) Annual Project Narrative Instructions for the Title V/Senior Community Service Employment Program for Fiscal Year 2006-07 July 31, 2006 PM 06-16(P) & Attachment
PM 06-15(P) Fiscal Year 2005-06 Health Insurance Counseling and Advocacy Program Closeout Process July 24, 2006 PM 06-15(P) & Attachment
PM 06-14(P) Fiscal Year 2005/06 Title V Closeout Process July 14, 2006 PM 06-14(P) & Attachment
PM 06-13(P) 2006 Senior Farmers' Market Nutrition Program (SFMNP) March 30, 2006 PM 06-13(P) & Attachment
PM 06-12(P) Status and Use of Targeted Case Management Funds March 23, 2006 PM 06-12(P) & Attachment
PM 06-11(P) Title III-C1 Meals for Adult Day Health Care Centers March 22, 2006 PM 06-11(P) & Attachment
PM 06-10 Fiscal Year 2006-07 Health Insurance Counseling and Advocacy Program Contracts and Original HICAP Budgets March 22, 2006 PM 06-10 & Attachment
PM 06-09 Fiscal Year 2006-07 Title V, Senior Community Service Employment Program Contracts and Original Title V SCSEP Budget March 20, 2006 PM 06-09 & Attachment
PM 06-08 2005-06 California Senior Legislature Contract March 16, 2006 PM 06-08 & Attachment
PM 06-07 Fiscal Year 2006-07 Area Plan Contracts and Original Area Plan Budgets March 15, 2006 PM 06-07 & Attachment
PM 06-06 (P) Revised Fiscal Year 2006-07 Area Plan Planning Estimate February 17, 2006 PM 06-06(P) & Attachment
PM 06-05 (P) Revised Version of the Reference Guide for Development of the 2005-2009 Area Plan February 10, 2006 PM 06-05(P) & Attachment
PM 06-04 (P) Fiscal Year 2006-07 Area Plan Planning Estimates January 27, 2006 PM 06-04(P) & Attachment
PM 06-03 (P) Fiscal Year 2006-07 Health Insurance Counseling and Advocacy Program Planning Estimates January 27, 2006 PM 06-03(P) & Attachment
PM 06-02 (P) Fiscal Year 2006-07 Title V/Senior Community Service Employment Program Planning Estimate January 25, 2006 PM 06-02(P) & Attachment
PM 06-01 (P) Health Insurance Counseling and Advocacy Program Part D Reporting January 19, 2006 PM 06-01(P) & Attachment

"NOTICE: Program Memoranda (PM) are issued by the California Department of Aging (CDA) in hardcopy and mailed to Area Agencies on Aging (AAA). The availability of electronic (read-only) PMs on the web is offered as a convenience. If there is a discrepancy between the electronic version and the paper version, the mailed paper version of the PM is the controlling document. Discrepancies or errors may be called to the attention of CDA, the Business Services Section, at (916) 419-7531.

Forms with PMs are read-only versions and do not contain calculating formulas. For forms that contain calculating formulas, contact your assigned AAA-Based Team (especially fiscal forms). Some attachments to PMs may be missing and may only be available in hardcopy by contacting CDA, Business Services Section."

PM Number Subject Date Issued New item
Download Latest PMs
For Year 2005
PM 05-20 (P) 2005-06 Title V Budget Display Amendment #1 December 28, 2005 PM 05-20(P) & Attachment
PM 05-19 (P) California Statewide Guidelines for Legal Assistance November 15, 2005 PM 05-19(P) & Attachments
PM 05-18 (P) Fiscal Year 2005-06 Area Plan Contract Amendment #1 November 12, 2005 PM 05-18(P) & Attachments
PM 05-17 (P) Health Insurance Counseling and Advocacy Program Policy and Guidance on Medicare Modernization Act Part D Enrollment Process November 10, 2005 PM 05-17(P) & Attachments
PM 05-16 (P) Annual Project Narrative Instructions for the Title V/Senior Community Service Employment Program for Fiscal Year 2005-06 October 21, 2005 PM 05-16(P) & Attachments
PM 05-15 (P) Health Insurance Counseling and Advocacy Program (HICAP) Contract Amendment #1, Revised Budget Form (CDA 229) and Budget Instructions October 14, 2005 PM 05-15(P) & Attachments
PM 05-14 (P) Fiscal Year (FY) 2005-2006 Health Insurance Counseling and Advocacy Program (HICAP) Augmentation October 5, 2005 PM 05-14(P) & Attachments
PM 05-13 (P) Instructions for Area Plan Year-End Report for Fiscal Year (FY) 2004-2005 August 8, 2005 PM 05-13(P) & Attachments
PM 05-12 (P) Ombudsman Volunteer Recruitment Initiative Financial Closeout Report July 19, 2005 PM 05-12(P) & Attachments
PM 05-11 (P) Fiscal Year (FY) 2004-05 HICAP Closeout Process July 08, 2005 PM 05-11(P) & Attachments
PM 05-10 (P) Fiscal Year (FY) 2004-2005 Title III, Title VII, and Community-Based Services Programs (CBSP) Closeout Process July 08, 2005 PM 05-10(P) & Attachments
PM 05-09 (P) Fiscal Year (FY) 2004/05 Title V Closeout Process May 26, 2005 PM 05-09(P) & Attachments
PM 05-08 (P) SFY 2004-05 Health Insurance Counseling and Advocacy Program (HICAP) Contract Amendment #2 April 28, 2005 PM 05-08(P) & Attachments
PM 05-07 (P) 2005 Senior Farmers' Market Nutrition Program (SFMNP) April 18, 2005 PM 05-07(P) & Attachments
PM 05-06 (P) Model Monitoring Tool for Long-Term Care Ombudsman Programs April 05, 2005 PM 05-06(P) & Attachments
PM 05-05 (P) Fiscal Year 2005-06 Health Insurance Counseling and Advocacy Program (HICAP) Planning Estimates March 30, 2005 PM 05-05(P) & Attachments
PM 05-04 (P) SFY 2004-05 Health Insurance Counseling and Advocacy Program (HICAP) Planning Estimate Amendment #2 March 30, 2005 PM 05-04(P) & Attachments
PM 05-03 (P) Clarifying information on federal MMA supplementary funds for HICAP March 29, 2005 PM 05-03(P) & Attachments
PM 05-02 (P) Fiscal Year (FY) 2005-06 Area Plan Planning Estimates February 23, 2005 PM 05-02(P) & Attachments
PM 05-01 (P) SFY 2005-06 Title V/Senior Community Service Employment Program (SCSEP) Planning Estimate February 23, 2005 PM 05-01(P) & Attachments

"NOTICE: Program Memoranda (PM) are issued by the California Department of Aging (CDA) in hardcopy and mailed to Area Agencies on Aging (AAA). The availability of electronic (read-only) PMs on the web is offered as a convenience. If there is a discrepancy between the electronic version and the paper version, the mailed paper version of the PM is the controlling document. Discrepancies or errors may be called to the attention of CDA, the Business Services Section, at (916) 419-7531.

Forms with PMs are read-only versions and do not contain calculating formulas. For forms that contain calculating formulas, contact your assigned AAA-Based Team (especially fiscal forms). Some attachments to PMs may be missing and may only be available in hardcopy by contacting CDA, Business Services Section."

PM Number Subject Date Issued New item
Download Latest PMs
For Year 2004
PM 04-22 (P) Fiscal Year (FY) 2004-05 Area Plan Contract Amendment #1 and Revised Area Plan Budget (CDA 122) December 23, 2004 PM 04-22(P) & Attachments
PM 04-21 (P) SFY 2004-05 Health Insurance Counseling and Advocacy Program (HICAP) Planning Estimate Amendment #1 November 23, 2004 PM 04-21(P) & Attachments
PM 04-20 (P) 2004-05 Title V Planning Estimates
Amendment #1
November 23, 2004 PM 04-20(P) & Attachments
PM 04-19 (P) Reference Guide for Development of the
2005-2009 Area Plan
November 16, 2004 PM 04-19(P)
PM 04-18 (P) Survey of Needs, Plans and Accomplishments October 29, 2004 PM 04-18(P) & Attachments
PM 04-17 (P) Fiscal Year (FY) 2003/04 Title III/VII, Title V, Title III E and Community-Based Services Programs (CBSP) Closeout Process August 4, 2004 PM 04-17(P) & Attachments
PM 04-16 (P) CMS Client Satisfaction Survey of SHIP-HICAP July 29, 2004 PM 04-16(P) & Attachments
PM 04-15 (P) Long-Term Care Consumer Protection Initiative/Revised Goals for Volunteer Recruitment July 27, 2004 PM 04-15(P) & Attachments
PM 04-14 (P) Annual Project Narrative Instructions for the Title V/Senior Community Service Employment Program (SCSEP) for Fiscal year (FY) 2004-05 July 19, 2004 PM 04-14(P) & Attachments
PM 04-13 (P) Instructions for the Area Plan Year-End Report for the Planning Period Fiscal Year (FY) 2003-04, including 2003-04 Area Plan Upate Analysis Roster July 13, 2004 PM 04-13(P) & Attachments
PM 04-12 (P) Ombudsman Volunteer Recruitment Initiative Financial Closeout Report July 13, 2004 PM 04-12(P) & Attachments
PM 04-11 (P) Health Insurance Counseling and Advocacy Program (HICAP) Reporting Revisions July 2, 2004 PM 04-11(P) & Attachments
PM 04-10 (P) Older Americans Act Minimum Funding Requirements for the Long-Term Care Ombudsman Program May 13, 2004 PM 04-10(P) & Attachments
PM 04-09 (P) Fiscal Year 2004-05 Health Insurance Counseling and Advocacy Program (HICAP) Planning Estimates, Budget Form (CDA 229) and Budget Instructions April 30, 2004 PM 04-09(P) & Attachments
PM 04-08 (P) Revised Area Plan Budget (CDA 122) Forms and Instructions April 29, 2004 PM 04-08(P) & Attachments
PM 04-07 (P) Annual Instructions for Updating the Area Plan for Fiscal Year (FY) 2004-05 April 21, 2004 PM 04-07(P) & Attachments
PM 04-06 (P) 2004 Senior Farmers' Market Nutrition Program (SFMNP) April 21, 2004 PM 04-06(P) & Attachments
PM 04-05 (P) SFY 2004-05 Title V Planning Estimates, Revised Senior Community Services Employment Program (SCSEP), Title V, Budget (CDA35) and Instructions April 7, 2004 PM 04-05(P) & Attachments
PM 04-04 (P) State Fiscal Year (SFY) 2004-05 Area Plan Planning Estimates April 7, 2004 PM 04-04(P) & Attachments
PM 04-03 (P) Update on Statewide I&A Toll-Free Telephone Number April 5, 2004 PM 04-03(P) & Attachments
PM 04-02 (P) Update on Statewide HICAP Toll-Free Telephone Number April 5, 2004 PM 04-02(P) & Attachments
PM 04-01 (P) Long-Term Care Consumer Protection Initiative/Ombudsman Expansion January 9, 2004 PM 04-01(P) & Attachments