Health Insurance Counseling & Advocacy Program

The California Department of Aging (CDA) administers programs that serve older adults, adults with disabilities, family caregivers, and residents in long-term care facilities throughout the State. These services are provided locally by contracted agencies. This webpage is intended for those who provide Health Insurance Counseling & Advocacy Program (HICAP) services.

For Providers & Partners - Program Narrative and Fact Sheets

For Consumers - Medicare Counseling (HICAP)

PM NumberSubjectProgramIssue Date
PM 17-06Area Plan Update for the SHIP / HICAP Program Service Unit Plan for State and Federal performance measuresHICAP6/16/2017
PM 17-05Health Insurance Counseling and Advocacy Program Contract HI-1718 Budget and Reporting InformationHICAP4/12/2017
PM 18-03Financial Alignment Contract F2-1718 Closeout Reporting InstructionsFinancial Alignment3/23/2018
PM 17-13Health Insurance Counseling and Advocacy Program Contract (HI-1718) Amendment # 1 Budget and Reporting InformationHICAP12/28/2017
PM 17-12Medicare Improvements for Patients and Providers Act Contract (MI-1718) Budget and Reporting InformationMIPPA12/22/2017
PM 17-10Financial Alignment Contract (F2-1718) Budget and Reporting InformationFinancial Alignment12/1/2017
PM 18-01Financial Alignment Contract FA-1718 Budget and Reporting InformationFinancial Alignment2/9/2018
PM 18-09Medicare Improvements for Patients and Providers Act Contract (MI-1819) Budget and Reporting InformationMIPPA8/20/2018
PM 18-12Medicare Improvements for Patients and Providers Act Contract MI-1718 Closeout Reporting InstructionsMIPPA9/27/2018
PM 16-06(P)Guidance for Area Agencies on Aging on Area Plan Service Units for State and Federal Performance MeasuresHICAP5/10/2016
PM 19-08HICAP - Guidance for ACL’s Volunteer Risk and Program Management policy on national-level criminal record checks and attachmentsHealth Insurance Counseling and Advocacy Program 11/12/2019
PM 19-09Health Insurance Counseling & Advocacy Program Contract (HI-1718) Amendment #3 Budget and Reporting InformationProgram Fiscal, Data and Planning Team11/8/2019
Form NumberForm NameProgramIssue Date
CDA 229HICAP BudgetHICAP4/13/2017
CDA 229iHICAP Budget InstructionsHICAP4/13/2017
CDA 245HICAP Request for FundsHICAP10/31/2019
CDA 245iHICAP Request for Funds InstructionsHICAP7/16/2018
CDA 230HICAP Financial CloseoutHICAP7/20/2017
CDA 230iHICAP Financial Closeout InstructionsHICAP10/20/2017
CDA 245MMIPPA Request for FundsMIPPA10/31/2019
CDA 245MiMIPPA Request for Funds InstructionsMIPPA8/10/2018
CDA 245FAFA Request for FundsFinancial Alignment10/31/2019
CDA 245FAiFA Request for Funds Instructions Financial Alignment10/11/2018
CDA 229FA FA Budget Financial Alignment11/30/2017
CDA 229FAiFA Budget Instructions Financial Alignment11/30/2017
CDA 7001FA Work Plan Template Financial Alignment11/30/2017
CDA 7001iFA Work Plan Template InstructionsFinancial Alignment11/30/2017
CDA 229MMIPPA Budget MIPPA8/17/2018
CDA 229Mi MIPPA Budget InstructionsMIPPA8/17/2018
CDA 7001M MIPPA Work Plan TemplateMIPPA12/13/2017
CDA 7001Mi MIPPA Work Plan Template InstructionsMIPPA9/18/2018
CDA 230FAiFA Closeout InstructionsFinancial Alignment3/9/2018
CDA 230FAFA CloseoutFinancial Alignment3/9/2018
CDA 255HICAP Expenditure ReportHICAP10/9/2018
CDA 255iHICAP Expenditure Report InstructionsHICAP7/16/2018
CDA 230MMIPPA CloseoutMIPPA9/26/2018
CDA 230MiMIPPA Closeout InstructionsMIPPA9/26/2018
CDA 255MMIPPA Expenditure ReportMIPPA9/7/2018
CDA 255MiMIPPA Expenditure Report InstructionsMIPPA8/10/2018
CDA 255FAFA Expenditure ReportFinancial Alignment10/11/2018
CDA 255FAiFA Expenditure Report InstructionsFinancial Alignment10/11/2018
Due Date Program Action Resource Responsibility

Due Date Program Action Resource Responsibility

What is a Security Incident?

A security incident is defined as an occurrence involving a CDA authorized user that actually or potentially jeopardizes the confidentiality, integrity, or availability of an information system or the information the system processes, stores, or transmits or that constitutes a violation or imminent threat of violation of security policies, security procedures or acceptable use policies.

Examples of security incidents include, but are not limited to:

  • Stolen items such as a laptop; thumb drives, backpack containing work-related files
  • Faxing client’s information to an unintended recipient

View our Information Security Definitions for an explanation of terms used in Information Security.

Reporting a Security Incident

For step-by-step instructions on how to report a security incident, visit our Security Incident Reporting Procedures page. The forms identified in the step-by-step instructions can be found below.

For information on contractors and their subcontractors, view our note regarding CDA Contractors and their Subcontractors.

Information Security Forms

Form NumberTitleIssue Date
CDA 1025aSecurity Incident Report Part A10/17/2019
CDA 1024Information Integrity and Security Statement11/15/2019
CDA 9009Authorization for Use/Disclosure of Health Information12/6/2019

Information Integrity and Security Statement

All CDA authorized users shall sign and return a Information Integrity and Security Statement (CDA 1024) to ensure the authorized user is aware of, and agrees to comply with, its obligations to protect CDA information assets from unauthorized access and disclosure, prior to contract execution.

Privacy & Information Security Awareness Training

Complete the California Department of Aging Privacy and Information Security Awareness Training for Authorized Users module within the following timeframes:

  • Within 30 days of the start date of the Contract/Agreement
  • Within 30 days of the start date of any new employee, Subcontractor, or volunteer

Contractors must maintain Certificates of Completion on file and provide them to CDA upon request

Program Resources

Click here to access program resources.