State Performance Report

State Performance Report for FY 2022-2025

New State_Performance_Report_Requirements 0521

State Performance Report for FY 2022-2025

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UNITED STATES DEPARTMENT OF HEALTH & HUMAN SERVICES
ADMINISTRATION FOR COMMUNITY LIVING (ACL)
ADMINISTRATION ON AGING (AoA)

STATE PERFORMANCE REPORT
For

STATE UNITS ON AGING

(Older Americans Act Titles III and VII (Chapters 3 and 4)1

According to the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of
information unless such collection displays a valid OMB control number. Public reporting burden for this
collection of information is estimated to average 33.5 hours per response, including time for reviewing
instructions, searching existing data sources, gathering and maintaining the data needed, and completing and
reviewing the collection of information. The obligation to respond to this collection is required to obtain or retain
benefit (P.L. 114-144 Older Americans Act of 1965 (OAA), Section 307 (a) (6)).

Note: OAA Title VII, Chapter 2, Ombudsman expenditures are reported separately in the National Ombudsman
Reporting System (NORS).
1

1

Overview of Older Americans Act (AoA) Titles III and VII State Performance Report (SPR) Requirements
Purpose:
The purpose of this data collection is to fulfill requirements of the Older Americans Act (OAA) and the Government
Performance and Results Modernization Act (GPRA Modernization Act) of 2010 and related program performance
activities. Section 202(a)(16) of the OAA requires the collection of statistical data regarding the programs and activities
carried out with funds provided under the OAA and Section 207(a) directs the Assistant Secretary on Aging to prepare and
submit a report to the President and Congress based on those data. Section 202(f) directs the Assistant Secretary to
develop a set of performance outcome measures for planning, managing, and evaluating activities performed and services
provided under the OAA. Requirements pertaining to the measurement and evaluation of the impact of all programs
authorized by the OAA are described in section 206(a). The State Performance Report is one source of data used to
develop and report performance outcome measures and measure program effectiveness in achieving the stated goals of
the OAA.
Revision:
These reporting requirements are a revision of those currently in effect (2019-2022). The factors that influenced the
revision of the SPR, include: 1) the need to modernize the data structure to allow for more efficient reporting and the
ability to use current technology for reporting and analysis; 2) the interest in aligning data elements within and across
data collections; 3) the need to consider alternative data elements that reflect the current Aging Network and long-term
care services and supports; and 4) the need to reduce reporting burden while enhancing data quality. The revised SPR
reduces the number of data elements reported by 70% compared to the 2019-2022 SPR.
Data structure and Content:
This document summarizes the requirements for the State Performance Report for Titles III and VII (Chapters 3 and 4) for
federal fiscal year 2022 (FFY 2022) starting 10/01/2021 and subsequent years by all State Units on Aging. The proposed
data collection is aggregate data at the state-level which is consistent with the current data collection. The data collection
structure is based on components and sub-components that are reflected in the Data Model found on page 3. SPR data
are multi-dimensional, that is, data regarding the number of people served, the characteristics of those people served,
amount of service and expenditures are reported by service and groups of services. The Service Lists by Demographic
Data Requirements (see pages 4 and 5) are representations of services to be reported by program and population (older
adults (Title III-B, C, and D); caregivers of older adults (Title III-E); and older relative caregivers of children and adults under
age 60 with disabilities (Title III-E). Many consumer demographic and characteristic categories cross to form data
elements (e.g. age and poverty status). The Data Element Categories and Intersections tables (see pages 6-9) represent
which data categories intersect to form data elements. The Data Elements tables display the data to be collected and the
data attributes (e.g. data codes and values). The table displays all data elements along with their attributes by component
and sub-component. Full data definitions are provided in the accompanying document Data Element Definitions. The
tables are for presentation purposes only. ACL/AoA will continue to require electronic transmission of the annual State
Performance Report (SPR) data.
Document Layout:
Section 1: Data Model
Section 2: Service Lists by Demographic Data Requirements
Section 3: Data Element Categories and Intersections
Section 4: Data Elements
2

Section 1: Data Model
The Data Model below is a representation of the two main components (Aging Network and Service) within the
proposed revised SPR and the corresponding sub-components.

Data Model

State

Service Component

Aging Network Component

Network Staff/Volunteers

Service Providers

Senior Centers/Focal Points

Self-Direction (Title III B/E)

Respite Vouchers
(Title III-E)

Demographics/Characteristics
for older adult services
(Title III B/C/D)

Demographics/Characteristics
for caregivers of older adult
services
(Title III-E)
Demographics/Characteristics
for older relative caregivers
(Title III-E)

Service Units
(Title III B/C/D/E)

Expenditures
(Title III B/C/D/E)
Title VII Expenditures
(Ch. 3 & 4)

Legal Assistance
(Title III-B)
(Title III B)
Other Services
(Title III B/C/D)
Supplemental Services for
caregivers of older adults
(Title III-E)
Supplemental Services for
older relative caregivers
(Title III-E)
Nutrition Services Incentive
Program (NSIP)

3

Section 2: Service Lists by Demographic Data Requirement
The Service Lists by Demographic Data Requirement on the following pages are representations of services for older
adults, caregivers of older adults, and older relative caregivers of children and adults under age 60 with disabilities. The
goal of the diagram is to display services to be reported and which require submission of aggregate demographic
information. Areas of note include: (1) Legal assistance is a restricted service for which demographic information is
reported in aggregate, but no PII is associated; (2) Health promotion includes two service categories – evidence based and
non-evidence based; (3) Caregiver program services counseling, support groups and training are reported separately; (4)
Caregiver program service respite is reported in total and by four subcategories of respite service (in-home day; out-ofhome day; out-of-home overnight; and type other); and (5) Caregiver program service assistance includes two service
categories - case management and information and assistance.

Service List by Demographic Data Requirement – Title III B/C/D
Services for Older Adults (Title III B/C/D)
Registered Services, Demographic Data Required

Non-Registered, No Demographic Data Required

1. Personal Care

10. Transportation

2. Homemaker

11. Nutrition Education

3. Chore

12. Information and Assistance

4. Home Delivered Nutrition

13. Health Promotion: Evidence-Based

5. Adult Day Care/Health

14. Health Promotion: Non Evidence-Based

6. Case Management
7. Assisted Transportation
8. Congregate Nutrition

Restricted Service: Aggregated, de-identified demographic
Data Required

9. Nutrition Counseling

16. Legal Assistance

• Demographic data are required for services 1-9 and 16.
• Data on Activities of Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs) are required for services 1-6.
• Nutrition Risk Scores are required for services 4, 8, and 9.

4

Service List by Demographic Data Requirement - Title III-E
Services for Caregivers of Older Adults and Older Relative Caregivers (caring for Children and Adults with
Disabilities (age under 60) (Title III-E)
Demographic Data Required

No Demographic Data Required

1. Counseling

6. Support Groups

2. Training

7. Assistance: Information and Assistance

3. Respite (all types)

8. Information Services (public)

3a. In-Home Respite
3b. Out-of-Home Respite (day)
3c. Out-of-Home Respite (overnight)
3d. Other Respite
4. Supplemental services
5. Assistance: Case Management
• Aggregated unduplicated demographic data are required for services 1-5 combined. Note that respite services are
broken down by type for reporting of people served, units of service and expenditures.

5

Section 3: Data Element Intersections
Many SPR demographic categories cross to form data elements (e.g. age and poverty status). The Data Element
Intersections tables represent which data categories intersect to form data elements. The revised SPR limits those
intersections thereby greatly reducing the total data elements for older adult services by 74%. The revised SPR for
caregiver services reduces the total demographic data elements by 20%. Table 3.1 provides details of the data subcategories for older adult services (Title III B, C, and D) and intersections between data elements. Table 3.2 provides
details of the data sub-categories for all caregiver services (Title III-E) and intersections between data elements.

Table 3.1 Detail Data Element Intersections for Older Adults Services, Title III (B/C/D)
Consumer Characteristic:
Older Adult Services (Title - B, C, and D)

Total

At or Below
Poverty

ADL 3+

IADL 3+

Age: <60

X

X

X

X

Age: 60 -64

X

X

X

X

Age: 65-74

X

X

X

X

Age: 75 - 84

X

X

X

X

Age: 85+

X

X

X

X

Age Missing

X

X

X

X

Female

X

X

X

X

Male

X

X

X

X

Other

X

X

X

X

Gender Missing

X

X

X

X

Rural

X

X

X

X

Non-Rural

X

X

X

X

Geographic Distribution Missing

X

X

X

X

Age

Gender

Geographic Distribution

Poverty Status
At or Below Poverty

X

X

X

Above Poverty

X

X

X

Poverty Status Missing

X

X

X

Household Status
Lives Alone

X

X

X

X

Lives with Others

X

X

X

X

Lives in Long Term Care (LTC) Facility2

X

X

X

x

Household Status Missing

X

X

X

X

X

X

X

X

Ethnicity
Hispanic or Latino
2

Only applies to Legal Assistance services.

6

Consumer Characteristic:
Older Adult Services (Title - B, C, and D)

Total

At or Below
Poverty

ADL 3+

IADL 3+

Not Hispanic or Latino

X

X

X

X

Ethnicity Missing

X

X

X

X

American Indian or Alaska Native

X

X

X

X

Asian

X

X

X

X

Black or African American

X

X

X

X

Native Hawaiian or Pacific Islander

X

X

X

X

White

X

X

X

X

Race Missing

X

X

X

X

Minority

X

X

X

X

Not Minority

X

X

X

X

Minority Status Missing

X

X

X

X

0-1

X

X

2

X

X

3+

X

X

ADL Limitations Missing

X

X

0-1

X

X

2

X

X

3+

X

X

IADL Limitations Missing

X

X

0-5

X

X

X

X

6+

X

X

X

X

Score Missing

X

X

X

X

Race

Minority Status

ADL Limitations

IADL Limitations

Nutrition Risk Score (nutrition services only)

7

Table 3.2 represents the data intersection with poverty status (at or below poverty) for both populations of caregivers
(caregivers of older adults and older relative caregivers caring for children and adults age 18-59 with disabilities).
Table 3.2 Detail Data Element Intersections for Caregiver Services, Title III (E)
Consumer Characteristic:
Caregiver Services (Title III-E)

Total - Caregiver of
Older Adults

At or Below
Poverty

Total - Older Relative
Caregivers

At or Below
Poverty

Total

X

X

X

X

Age
Age: 18-49

X

X

Age: 50-59

X

X
X

X

Age: 55 -59
Age: 60-64

X

X

X

X

Age: 65-74

X

X

X

X

Age: 75-84

X

X

X

X

Age: 85+

X

X

X

X

Age: Missing
Gender

X

X

X

X

Female

X

X

X

X

Male

X

X

X

X

Other

X

X

X

X

Gender Missing

X

X

X

X

Rural

X

X

X

X

Non-Rural

X

X

X

X

Geographic Distribution Missing

X

X

X

X

Geographic Distribution

Poverty Status
At or Below Poverty

X

X

Above Poverty

X

X

Poverty Status Missing

X

X

Ethnicity
Hispanic or Latino

X

X

X

X

Not Hispanic or Latino

X

X

X

X

Ethnicity Missing

X

X

X

X

American Indian or Alaska Native

X

X

X

X

Asian

X

X

X

X

Black or African American

X

X

X

X

Native Hawaiian or Pacific Islander

X

X

X

X

White

X

X

X

X

Race Missing

X

X

X

X

Minority

X

X

X

X

Not Minority

X

X

X

X

Minority Status Missing

X

X

X

X

Race

Minority Status

8

Consumer Characteristic:
Caregiver Services (Title III-E)

Total - Caregiver of
Older Adults

At or Below
Poverty

Total - Older Relative
Caregivers

At or Below
Poverty

Husband

X

X

Wife

X

X

Domestic Partner, including civil union

X

X

Son/Son-in-Law

X

X

Daughter/Daughter-in-law

X

X

Sister

X

X

Brother

X

X

Grandparents

X

X

Parents

X

X

Relationship

Other Relative

X

X

X

X

Non-Relative

X

X

X

X

Relationship Missing

X

X

X

X

Total Children Receiving Care
Total Adults with Disabilities Receiving
Care

X
X

9

Section 4: Data Element Tables
The Data Element Tables display the data to be collected and the data attributes (e.g. data codes and values). The goal
of the table is to display all data elements along with their attributes by component and sub-component. Full data
definitions are provided in the accompanying document Data Element Definitions.
Each data element can be described by a series of eight metadata attributes which are listed below. If the data attribute
is the same for all data elements within a component or subcomponent, it will be noted at the beginning of the
component table. The attribute column will not be included as to provide additional space for other attribute
descriptions.
The Data Attributes are as follows:
1. MD – Metadata
2. Data Element – Data element is a name, title, or short descriptor for a specific data element.
3. Element Description – Briefly summarizes a data element and its purpose.
4. Required – Indicates whether reporting of the data element by states is mandatory
5. Quantifier – Identifies whether there can be just one value reported for a data element, or if more than one
value can be provided.
6. Services – Identifies that the data element is collected for specific services or combination of services. For
example, the Nutritional Risk Scores are collected for Home Delivered Nutrition, Congregate Nutrition, and
Nutrition Counseling services only. Services attribute does not apply to all sub-components.
7. Type – Indicates the data type for a given data element, e.g., whether it corresponds to a date, a coded value, or
a string.
8. Codes & Values – For data elements with coded values, specifies the specific codes used and their associated
values.
9. Business Rules & Notes – Details specific business rules, such as how many characters may be included in a
string element, or the format of a date.
Each data element is identified by a unique combination of element number and data component abbreviation.
Element Number: The element number provides a way to refer to data elements. Element numbers are sequential
within a data component/sub-component.
Data Component: Each taxonomic component or subcomponent is prefixed as follows to facilitate grouping and
categorization:
NC – Network Component
 SV – Staff/Volunteers subcomponent
 SP – Service Providers subcomponent
 SF – Senior Centers/Focal Points subcomponent
 SD – Self-Directed (Title III B/E) subcomponent
 RV – Respite Vouchers (Title III-E) subcomponent
SC-Service Component
 CD – Consumer Demographics/Characteristics for Select Services (Title III B/C/D) subcomponent
 CG – Caregiver of Older Adults Demographics/Characteristics for Select Services
(Title III-E) subcomponent
 OR – Older Relative Caregivers (of Children and Adults with Disabilities) Demographics/Characteristics for
Select Services (Title III-E) subcomponent

10










SU – Service Units (Title III B/C/D/E) subcomponent
EX – Expenditures (Title III B/C/D/E) subcomponent
VII – Title VII Expenditures (Chapters 3 & 4) subcomponent
LA – Legal Assistance (Title III B) subcomponent
OS – Other Services (Title III B/C/D) subcomponent
SCG – Supplemental Services (Title III-E) subcomponent for caregivers of older adults
SOR - Supplemental Services (Title III-E) subcomponent for older relative caregivers of children and adults
under age 60 with disabilities
NS – Nutrition Services Incentive Program (NSIP) subcomponent

11

1. Transmission Metadata Component
States will submit elements identifying and contextualizing their reported data.
Element
Number
MD1

Data Element

Element Description

Required

Quantifier

Type

Codes and Values

State ID

Yes

Single

String

ANSI INCITS 38:2009
standard 2-letter state
codes

MD2

Reporting
Period

Yes

Single

Date

MD3

Dataset ID

Geographical
location of the data
submission by State,
DC and/or US
Territory
Federal Fiscal Year
10/01/20XX09/30/20XX
Unique identifier for
the data included in a
data transmission

Yes

Single

String

Date range for Federal
Fiscal Year of the report
MM/DD/YYY - MM/DD/YYY
N/A (not a coded element)

Business
Rules/Notes

• Must include
component or
subcomponent
identification

12

2. Network Component
The Network component includes data regarding the state network.
Element
Number
NC1

Data Element

Element Description

Required

Quantifier

Type

Codes and Values

Single PSA

Yes

Single

Boolean

NC2

Other Federal
Funds

State is a single Planning
and Service Area.
Indication of other federal
funds used for OAA
services. (multiple
selection)

Yes

Multiple

Boolean
(multiple select)

NC3

Other Federal
Funds
Comments

Comments on Other
Federal Funds, if
appropriate.

No

Single

String

01=Yes
02=No
01=Medicaid
02=Medicaid Waiver
03=SSBG
04=CSBG
05=USDA
06=DOT
98=Other
99=None
N/A (not a coded
element)

Business
Rules/Notes

• If 99=None is
selected; other codes
are not available.

• Maximum length of
700 characters with
spaces.

13

2.1 Network Staff and Volunteers Subcomponent
The Network subcomponent includes data regarding staffing and volunteers and the state and Area Agency on Aging level of the network.


All data elements are single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
SV1

Data Element

Element Description

Required

SUA Staff (paid)Full-time

Yes

SV2

SUA Staff (paid)Part-time

SV3

AAA Staff (paid)Full-time

SV4

AAA Staff (paid)Part-time

SV5

SCSEP
Beneficiaries
Hired

SV6

AAA Volunteers –
Persons

Number of paid full-time (average 35+ hours a week) at SUA
as of September 30 of reporting year. Ombudsman staff are
not included in count.
Number of paid part-time (average less than 35 hours a
week) at SUA as of September 30 of reporting year.
Ombudsman staff are not included in count.
Number of paid full-time (average 35+ hours a week) at AAA
as of September 30 of reporting year. Ombudsman staff are
not included in count.
Number of paid part-time (average less than 35 hours a
week) at AAA as of September 30 of reporting year.
Ombudsman staff are not included in count.
Number of staff working within the Aging Network (SUA,
AAA…) from the OAA Title V SCSEP (Senior Community
Service Employment Program). SCSEP staff are not staff
managing or overseeing the SCSEP program but SCSEP
beneficiaries hired by the SUA or AAA. If those individuals are
full time paid staff they would be captured within SV1 and if
part time SV2.
Number of volunteers (unduplicated) at all AAAs.

SV7

AAA Volunteers Total hours

Number of volunteer hours provided to all AAAs. Rounded to
nearest integer.

Yes

Business Rules/Notes

Yes

Yes
(conditional)

• Not required if single PSA

Yes
(conditional)

• Not required if single PSA

Yes

Yes

14

2.2 Network Service Providers Subcomponent
The Network subcomponent includes data regarding local service providers in the state network.


All data elements are required and single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
SP1

Data Element

Element Description

Business Rules/Notes

Providers (all services)

Total number of service providers for any and all Title III
services (Parts B/C/D/E) (unduplicated).

SP2

Providers (Title III-B/C/D only)

Total number of service providers for Title III-B/C/D
services only (unduplicated).

• Value cannot be larger than Providers
(all services) - element # SP1

SP3

Providers (Title III-E only)

Total number of service providers for Title III-E only
(unduplicated).

• Value cannot be larger than Providers
(all services) - element # SP1

SP4

Providers (Home Delivered
Meals)

• Value cannot be larger than Providers
(all services) - element # SP1

SP5

Providers (Congregate Meals)

SP6

Providers (Home-Delivered and
Congregate Meals)

SP7

Providers (Information and
Assistance)

Total number of service providers for only Home
Delivered Nutrition (unduplicated). This does not
include providers of nutrition education or counseling
Total number of service providers for only Congregate
Nutrition (unduplicated). This does not include
providers of nutrition education or counseling
Total number of service providers for both HomeDelivered and Congregate Nutrition (unduplicated).
This does not include providers of nutrition education
or counseling
Total number of service providers for Information and
Assistance (unduplicated).

• Value cannot be larger than Providers
(all services) - element # SP1
• Value cannot be larger than Providers
(all services) - element # SP1

• Value cannot be larger than Providers
(all services) - element # SP1

15

2.3 Network Senior Centers and Focal Points Subcomponent
The Network subcomponent includes data regarding senior centers and focal points in the state network.


All data elements are required and single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
SF1

Data Element

Element Description

Senior Centers

Total Number of Senior Centers in the State regardless of
funding.

SF2

Senior Centers- OAA Funds

Total Number of Senior Centers in the State that received
OAA Funds.

SF3

Total Number of Focal Points

Total number of focal points designated Under Section
306(a)(3) of the Act in Operation in the Past Year.

SF4

Total Number of Focal Points that
are Senior Centers

Total number of focal points designated Under Section
306(a)(3) of the Act in Operation in the Past Year that are
Senior Centers.

Business Rules/Notes

• Value must be equal to or
smaller than element #SF1.

• Value must be equal to or
smaller than element #SF3.

16

2.4 Self-Direction (Title III B/E) Subcomponent
The Network subcomponent includes data regarding the number of older adult consumers and caregivers that used the Self-Directed approach for
services delivery. Self-Direction is an approach to service delivery. Actual service information will be collected within the appropriate service area.


All data elements are required and single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
SD1

Data Element

Element Description

Type

Business Rules/Notes

Persons Served - Older
Adult

Numeric (integer)

• Value must be equal to or less than
element #SC1: Older Adults served
Title III B/C/D

SD2

Title III Expenditure - Older
Adults

SD3

Other - State Expenditure Older Adults

SD4

Other - Non-State
Expenditure - Older Adults

SD5

Program Income Expended
- Older Adults

Total Unduplicated Count of Older
Adults who use self-direction to
obtain services funded in whole or
part by Title III B of the OAA.
Total outlays/payments made by
the SUA and/or AAA’s using OAA
federal funds to provide Title III B
services through Self-Directed Care.
Outlays/payments made by the
SUA and/or AAA’s using state funds
to provide Title III B services
through Self-Directed Care.
Outlays/payments made by the
SUA and/or AAA’s not using OAA or
state funds to provide Title III B
services through Self-Directed Care.
Gross income received and
expended by the grantee and all
sub grantees such as voluntary
contributions or income earned
only as a result of the grant project
during the grant period.

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

17

Element
Number
SD6

Data Element

Element Description

Type

Business Rules/Notes

Persons Served - Caregivers
Older Adult

Numeric (integer)

• Value must be equal to or less than
element #SC4: Caregivers of Older
Adults (Title III-E registered services)

SD7

Title III Expenditure Caregivers Older Adult

SD8

Other - State Expenditure Caregivers Older Adult

SD9

Other - Non-State
Expenditure - Caregivers
Older Adult

SD10

Program Income Expended
-Caregivers Older Adult

Total Unduplicated Count of
Caregivers of Older Adults who use
self-direction to obtain services
funded in whole or part by Title IIIE of the OAA
Total outlays/payments made by
the SUA and/or AAA’s using OAA
federal funds to provide Title III-E
services for Caregivers of Older
Adults through Self-Directed Care.
Outlays/payments made by the
SUA and/or AAA’s using state funds
to provide Title III-E services for
Caregivers of Older Adults through
Self-Directed Care.
Outlays/payments made by the
SUA and/or AAA’s not using OAA or
state funds to provide Title III-E
services for Caregivers of Older
Adults through Self-Directed Care.
Gross income received and
expended by the grantee and all
sub grantees such as voluntary
contributions or income earned
only as a result of the grant project
during the grant period.

SD11

Persons Served - Older
Relative Caregivers

Total Unduplicated Count of Older
Relative Caregivers (caring for
children and adults under age 60
with disabilities) who use selfdirection to obtain services funded
in whole or part by Title III-E of the
OAA.

Numeric (integer)

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

• Value must be equal to or less than
element #SC7: Older Relative
Caregivers (Title III-E registered
services)

18

Element
Number
SD12

Data Element

Element Description

Type

Title III Expenditure - Older
Relative Caregivers

Numeric dollar amount
(2 decimal)

SD13

Other - State Expenditure Older Relative Caregivers

SD14

Other - Non-State
Expenditure - Older
Relative Caregivers

SD15

Program Income Expended
- Older Relative Caregivers

Total outlays/payments made by
the SUA and/or AAA’s using OAA
federal funds to provide Title III-E
services for Caregivers of Children
and Disabled Adults through SelfDirected Care.
Outlays/payments made by the
SUA and/or AAA’s using state funds
to provide Title III-E services for
Older Relative Caregivers through
Self-Directed Care.
Outlays/payments made by the
SUA and/or AAA’s not using OAA or
state funds to provide Title III-E
services for Caregivers of Children
and Disabled Adults through SelfDirected Care.
Gross income received and
expended by the grantee and all
sub grantees such as voluntary
contributions or income earned
only as a result of the grant project
during the grant period.

Business Rules/Notes

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

Numeric dollar amount
(2 decimal)

19

2.5 Respite Voucher (Title III-E) Subcomponent
The Network subcomponent includes data regarding caregivers that used Respite Vouchers to receive respite services. The use of vouchers is an
approach to service delivery. Actual respite service information will be collected within the appropriate respite service area.


All data elements are required and single quantifier.

Element
Number
RV1

Data Element

Element Description

Type

Business Rules/Notes

Persons Served -Caregivers
Older Adult

Numeric (integer)

• Value must be less than or
equal to element #CG1 (total
persons served respite).

RV2

Title III Expenditure Caregivers Older Adult

RV3

Other - State Expenditure Caregivers Older Adult

RV4

Other - Non-State
Expenditure - Caregivers
Older Adult

RV5

Program Income Expended
- Caregivers Older Adult

RV6

Persons Served - Older
Relative Caregivers

Total Unduplicated Count of Caregivers of
Older Adults who use vouchers to obtain
respite services funded in whole or in part by
Title III-E of the OAA.
Were outlays/payments made by the SUA
and/or AAA’s using OAA federal funds to
provide respite services for Caregivers of
Older Adults through vouchers?
Were outlays/payments made by the SUA
and/or AAA’s using state funds (e.g., general
revenue, Medicaid) to provide respite
services for Caregivers of Older Adults
through vouchers?
Were outlays/payments made by the SUA
and/or AAA’s not using OAA or state funds to
provide respite services for Caregivers of
Older Adults through vouchers?
Was any gross income received and
expended by the grantee and all sub grantees
such as voluntary contributions or income
earned only as a result of the grant project
during the grant period?
Total Unduplicated Count of Older Relative
Caregivers who use vouchers to obtain
respite services funded in whole or in part by
Title III-E of the OAA.

Check box (Yes/No)

Check box (Yes/No)

Check box (Yes/No)

Check box (Yes/No)

Numeric (integer)

• Value must be equal to or
less than element # OR1
(persons served respite).

20

Element
Number
RV7

Data Element

Element Description

Type

Title III Expenditure - Older
Relative Caregivers

Check box (Yes/No)

RV8

Other - State Expenditure Older Relative Caregivers

RV9

Other - Non-State
Expenditure - Older
Relative Caregivers

RV10

Program Income expended
- Older Relative Caregivers

Were outlays/payments made by the SUA
and/or AAA’s using OAA federal funds to
provide respite services for Older Relative
Caregivers through vouchers?
Were outlays/payments made by the SUA
and/or AAA’s using state funds to provide
respite services for Older Relative Caregivers
through vouchers?
Were outlays/payments made by the SUA
and/or AAA’s not using OAA or state funds to
provide respite services for Older Relative
Caregivers through vouchers?
Was any gross income received and
expended by the grantee and all sub grantees
such as voluntary contributions or income
earned only as a result of the grant project
during the grant period?

Business Rules/Notes

Check box (Yes/No)

Check box (Yes/No)

Check box (Yes/No)

21

3.

Service Component

The Service component includes data regarding unduplicated consumers across all services.


All data elements are required and single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
SC1

Data Element

Element Description

Business Rules/Notes

Older Adult Consumers Served for
registered cluster 1 and 2 services
supported by the OAA Title III
B/C/D
Unduplicated count of consumers
served for registered cluster 1
services supported by the OAA
Title III B/C/D
Older Adult Consumers Served
Unregistered supported by the
OAA Title III B/C/D
Total Older Adult Consumers
Served

Unduplicated Count of Consumers Served For Registered Services
Supported by the OAA Title III B/C/D. Excluding Legal Assistance.

• Number does not
include caregivers served

Unduplicated Count of Consumers Served For Registered Services
Supported by the OAA Title III B/C/D. Excluding Legal Assistance.

 Number does not
include caregivers
served

Estimated Unduplicated Count of Consumers Served For
Unregistered Services Supported by the OAA Title III B/C/D.

• Number does not
include caregivers served

Total Estimated Unduplicated Count of Consumers Served
Through Services Supported by OAA Title III B/C/D

• Number does not
include caregivers served

SC5

Caregivers of Older Adults Served
Registered

Unduplicated Count of Caregivers of Older Adults Served For
Registered Services Supported by the OAA Title III-E

SC6

Caregivers Older Adults Served
Unregistered

Estimated Unduplicated Count of Caregivers of Older Adults
Served For Unregistered Services Supported by the OAA Title III-E

SC7

Total Caregivers of Older Adults
Served

Total Estimated Unduplicated Count of Caregivers of Older Adults
Served Through Services Supported by OAA Title III-E

SC8

Older Relative Caregivers Served
Registered

Unduplicated Count of Older Relative Caregivers Served For
Registered Services Supported by the OAA Title III-E

SC2

SC3

SC4

22

Element
Number
SC9

Data Element

Element Description

Business Rules/Notes

Older Relative Caregivers Served
Unregistered

Estimated Unduplicated Count of Older Relative Caregivers
Served For Unregistered Services Supported by the OAA Title III-E

SC10

Total Older Relative Caregivers
Served

Total Estimated Unduplicated Count of Older Relative Caregivers
Served Through Services Supported by OAA Title III-E

3.1 Consumer Demographics/Characteristics for Select Services (Title III B/C/D) Subcomponent
The Service subcomponent includes data regarding specific demographics and characteristics of older adult consumers. Data elements are
submitted for each service and combination of services identified in the “services” column.


All data elements are single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
CD1

Data Element

Element Description

Required

Services

Total Consumers - Total

Total Count of Consumers that
received a specific service.

Yes

• Registered services w/ ADLs and IADLs
- unduplicated (note: data element
SC1 captures total registered
consumers)
• Each Registered service separately
• Restricted service: Legal Assistance
• Nutrition Education (non-registered
service; estimated audience size)
• Health Promotion – Evidence Based
• Health Promotion – Non-Evidence
Based
• Other services – unduplicated count
(note details are reported in the
subcomponent – “other services”)
23

Element
Number
CD2

Data Element

Element Description

Required

Services

Age - Total
• <60
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity - Total
• Female
• Male
• Other
• Gender Missing
Geographic Distribution - Total
• Rural
• Non-rural
• Geographic Distribution Missing

Total Count of Consumers by
age group that received service.

Yes

• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
• Restricted service: Legal Assistance

Total Count of Consumers by
gender identity that received
service.

Yes

Total Count of Consumers by
geographic distribution (e.g.
rural, non-rural) that received
service.

Yes

CD5

Poverty Status - Total
• At or Below Poverty
• Above Poverty
• Poverty Status Missing

Total Count of Consumers by
poverty status that received
service.

Yes

CD6

Household Status - Total
• Lives Alone
• Lives with Others
 Lives in Long Term Care (LTC)
Facility
• Household Status Missing
Ethnicity - Total
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing

Total Count of Consumers by
household status that received
service.

Yes

• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
• Restricted service: Legal Assistance
• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
 Restricted service: Legal Assistance
• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
• Restricted service: Legal Assistance
• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
 Restricted service: Legal Assistance

Total Count of Consumers by
ethnicity that received service.

Yes

CD3

CD4

CD7

• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
• Restricted service: Legal Assistance
24

Element
Number
CD8

CD9

Data Element

Element Description

Required

Services

Race - Total
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing
Minority Status - Total
• Minority
• Not Minority
• Minority Status Missing

Total Count of Consumers by
race that received service. Race
is duplicated person count -NOT unduplicated. Multi-racial
Consumers are counted for each
racial identity.

Yes

• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
 Restricted service: Legal Assistance

Total Count of Consumers by
minority status that received
service. Racial and ethnic
minority populations are
defined as:
Asian American, Black or African
American, Hispanic or Latino,
Native Hawaiian and Pacific
Islander, American Indian and
Alaska Native. (CDC)
Total Count of Consumers by
ADL score that received service.

Yes

• All registered services – unduplicated
• Registered services w/ ADLs and IADLs
- unduplicated
• Each registered service separately
• Restricted service: Legal Assistance

Yes

Total Count of Consumers by
IADL score that received service.

Yes

• Registered services with ADL/IADL unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
• Registered services with ADL/IADL unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)

CD10

ADL Score - Total
• 0-1
•2
• 3+
• ADL Missing

CD11

IADL Score - Total
• 0-1
•2
• 3+
• IADL Missing

25

Element
Number
CD12

Data Element

Element Description

Required

Services

Nutrition Risk Score - Total
• 0-5
• 6+
• Score Missing

Total Count of Consumers by
Nutrition Risk Score that
received service.

Yes

CD13

Age - At or Below Poverty
• <60
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity - At or Below
Poverty
• Female
• Male
• Other
• Gender Missing
Geographic Distribution - At or
Below Poverty
• Rural
• Non-rural
• Geographic Distribution Missing
Household Status - At or Below
Poverty
• Lives Alone
• Lives with Others
 Lives in Long Term Care (LTC)
Facility
• Household Status Missing

Count of Consumers at or below
poverty by age group that
received service.

Yes

• Registered services with Nutrition Risk
Score - unduplicated
 Each registered service separately that
requires Risk Score (Home-delivered
nutrition, congregate nutrition,
nutrition counseling)
• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
 Restricted service: Legal Assistance

Total Count of Consumers by
gender identity that received
service.

Yes

• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
 Restricted service: Legal Assistance

Count of Consumers at or below
poverty by geographic
distribution that received
service.

Yes

Count of Consumers at or below
poverty by household status
that received service.

Yes

• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
• Restricted service: Legal Assistance
• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
 Restricted service: Legal Assistance

CD14

CD15

CD16

26

Element
Number
CD17

Data Element

Element Description

Required

Services

Ethnicity - At or Below Poverty
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing

Count of Consumers at or below
poverty by ethnicity that
received service.

Yes

CD18

Race - At or Below Poverty
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing
Minority Status - At or Below
Poverty
• Minority
• Not Minority
• Minority Status Missing

Count of Consumers at or below
poverty by race that received
service. Race is duplicated
person count -- NOT
unduplicated. Multi-racial
Consumers are counted in each
race indicated.
Count of Consumers at or below
poverty by minority status that
received service. CDC Source:
Racial and ethnic minority
populations are defined as:
Asian American, Black or African
American, Hispanic or Latino,
Native Hawaiian and Pacific
Islander, American Indian and
Alaska Native.
Count of Consumers at or below
poverty by ADL score that
received service.

Yes

• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
 Restricted service: Legal Assistance
• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
 Restricted service: Legal Assistance

CD19

CD20

ADL Score - At or Below Poverty
• 0-1
•2
• 3+
• ADL Missing

Yes

• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
• Restricted service: Legal Assistance

Yes

• Registered services with ADL/IADL unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)

27

Element
Number
CD21

Data Element

Element Description

Required

IADL Score - At or Below Poverty
• 0-1
•2
• 3+
• IADL Missing

Count of minority Consumers by
poverty status that received
service.

Yes

CD22

Nutrition Risk Score - At or Below
Poverty
• 0-5
• 6+
• Score Missing

Count of Consumers at or below
poverty by Nutrition Risk Score
that received service.

Yes

CD23

Age - ADL 3+
• <60
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity -ADL 3+
• Female
• Male
• Other
• Gender Missing
Geographic Distribution - ADL 3+
• Rural
• Non-rural
• Geographic Status Missing

Count of Consumers ADL score
of 3 and above by age group
that received service.

Yes

Total Count of Consumers with
ADL score 3 and above by
gender identity that received
service.

Yes

Count of Consumers ADL score
of 3 and above by geographic
distribution that received
service.

Yes

CD24

CD25

Services
• Registered services with ADL/IADL unduplicated
 Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately that
requires Risk Score (Home-delivered
nutrition, congregate nutrition,
nutrition counseling)
• Registered services with ADL/IADL unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
 Excluding Legal Assistance
• All registered services - unduplicated
• Registered services with ADL/IADL unduplicated
• Each registered service separately
• Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
28

Element
Number
CD26

Data Element

Element Description

Required

Services

Poverty Status - ADL 3+
• At or Below Poverty
• Above Poverty
• Poverty Status Missing

Count of Consumers ADL score
of 3 and above by poverty status
that received service.

Yes

CD27

Household Status - ADL 3+
• Lives Alone
• Lives with Others
• Household Status Missing

Count of Consumers ADL score
of 3 and above by household
status that received service.

Yes

CD28

Ethnicity - ADL 3+
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing

Count of Consumers ADL score
of 3 and above by ethnicity that
received service.

Yes

CD29

Race - ADL 3+
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing

Count of Consumers ADL score
of 3 and above by race that
received service. Race is
duplicated person count -- NOT
unduplicated. Multi-racial
Consumers are counted in each
race indicated.

Yes

• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance

29

Element
Number
CD30

Data Element

Element Description

Required

Services

Minority Status - ADL 3+
• Minority
• Not Minority
• Minority Status Missing

Yes

• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance

CD31

Nutrition Risk Score - ADL 3+
• 0-5
• 6+
• Score Missing
Age - IADL 3+
• <60
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity - IADL 3+
• Female
• Male
• Other
• Gender Missing

Count of Consumers ADL score
of 3 and above by minority
status that received service. CDC
Source: Racial and ethnic
minority populations are
defined as:
Asian American, Black or African
American, Hispanic or Latino,
Native Hawaiian and Pacific
Islander, American Indian and
Alaska Native.
Count of Consumers ADL score
of 3 and above by Nutrition Risk
Score that received service.

Yes

• Home Delivered Meals

Count of Consumers IADL score
of 3 and above by age group
that received service.

Yes

Total Count of Consumers with
IADL score 3 and above by
gender identity that received
service.

Yes

• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance

CD32

CD33

30

Element
Number
CD34

Data Element

Element Description

Required

Services

Geographic Distribution - IADL 3+
• Rural
• Non-rural
• Geographic Distribution Missing

Count of Consumers IADL score
of 3 and above by geographic
distribution that received
service.

Yes

CD35

Poverty Status - IADL 3+
• At or Below Poverty
• Above Poverty
• Poverty Status Missing

Count of Consumers IADL score
of 3 and above by poverty status
that received service.

Yes

CD36

Household Status- IADL 3+
• Lives Alone
• Lives with Others
• Household Status Missing

Count of Consumers IADL score
of 3 and above by household
status that received service.

Yes

CD37

Ethnicity - IADL 3+
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing

Count of Consumers IADL score
of 3 and above by ethnicity that
received service.

Yes

• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt
Excluding Legal Assistance)
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance

31

Element
Number
CD38

CD39

CD40

Data Element

Element Description

Required

Services

Race - IADL 3+
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing
Minority Status - IADL 3+
• Minority
• Not Minority
• Minority Status Missing

Count of Consumers IADL score
of 3 and above by race that
received service. Race is
duplicated person count -- NOT
unduplicated. Multi-racial
Consumers are counted in each
race indicated.
Count of Consumers IADL score
of 3 and above by minority
status that received service.
Racial and ethnic minority
populations are defined as:
Asian American, Black or African
American, Hispanic or Latino,
Native Hawaiian and Pacific
Islander, American Indian and
Alaska Native. (CDC)
Count of Consumers IADL score
of 3 and above by Nutrition Risk
Score that received service.

Yes

• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance
• Registered services with ADL/IADL –
unduplicated
• Each registered service separately for
which this is required (Personal Care,
Homemaker, Chore, Home-delivered
Nutrition, Adult Day Care, Case Mgmt)
Excluding Legal Assistance

Nutrition Risk Score - IADL 3+
• 0-5
• 6+
• Score Missing

Yes

Yes

• Home Delivered Meals

3.2 Caregiver of Older Adults for Select Services (Title III-E) Subcomponent
The Service subcomponent includes data regarding specific demographics and characteristics of caregivers of older adults.


All data elements are single quantifier. Note some variables are not required for the first 3-years of data collection



All data elements are numeric (integer) and not a coded element.

32

Element
Number
CG1

Data Element

Element Description

Required

Services

Total Caregiver of Older Adults Total

Total Count of Caregivers
of Older Adults that
received service.

Yes

• Each registered service separately (including
supplemental services and respite - see
below)
• Unduplicated for Total Respite
• Unduplicated count by respite service type:
(in-home, out of home day, out of home
overnight, and Other Respite).
• Assistance – Information & Assistance (nonregistered service; estimated unduplicated)
• Information Services (non-registered service;
estimated audience size)
(Note: Registered services – unduplicated is
not included as SC4 captures this data)

CG2

Age - Total
• 18-49
• 50-59
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity - Total
• Female
• Male
• Other
• Gender Missing
Geographic Distribution - Total
• Rural
• Non-rural
• Geographic Distribution Missing

Total Count of Caregivers
of Older Adults by age
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Total Count of Caregivers
of Older Adults by gender
identity that received
service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Total Count of Caregivers
of Older Adults by
geographic distribution
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

CG3

CG4

33

Element
Number
CG5

CG6

CG7

CG8

Data Element

Element Description

Required

Services

Poverty Status - Total
• At or Below Poverty
• Above Poverty
• Poverty Status Missing
Ethnicity - Total
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing
Race - Total
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing

Total Caregivers of Older
Adults by poverty status
that received service.

Yes

Total Caregivers of Older
Adults by ethnicity that
received service.

Yes

Total Caregivers of Older
Adults by race that
received service. Race is
duplicated caregiver
count -- NOT
unduplicated. Multiracial caregivers are
counted in each race
indicated.
Total Caregivers of Older
Adults by minority status
that received service.
CDC Source: Racial and
ethnic minority
populations are defined
as:
Asian American, Black or
African American,
Hispanic or Latino, Native
Hawaiian and Pacific
Islander, American Indian
and Alaska Native.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Minority Status - Total
• Minority
• Not Minority
• Minority Status Missing

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

34

Element
Number
CG9

CG10

CG11

CG12

Data Element

Element Description

Required

Services

Relationship
• Husband
• Wife
• Domestic partner, including civil
union
• Son/Son-in-Law
• Daughter/Daughter-in-Law
• Sister
• Brother
• Other Relative
• Non-Relative
• Relationship Missing
Age - At or Below Poverty
• 18-49
• 50-59
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity - At or Below
Poverty
• Female
• Male
• Other
• Gender Missing
Geographic Distribution - At or
Below Poverty
• Rural
• Non-rural
• Geographic Distribution Missing

Total Caregivers of Older
Adults by relationship
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of Caregivers of
Older Adults at or below
poverty by age group
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of Caregivers of
Older Adults at or below
poverty by gender
identity that received
service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of Caregivers of
Older Adults at or below
poverty by geographic
distribution that received
service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

35

Element
Number
CG13

CG14

CG15

Data Element

Element Description

Required

Services

Ethnicity - At or Below Poverty
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing
Race - At or Below Poverty
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing

Count of Caregivers of
Older Adults at or below
poverty by ethnicity that
received service.
Count of Caregivers of
Older Adults at or below
poverty by race that
received service. Race is
duplicated caregiver
count -- NOT
unduplicated. Multiracial caregivers are
counted in each race
indicated.
Count of Caregivers of
Older Adults at or below
poverty by minority
status that received
service. CDC Source:
Racial and ethnic
minority populations are
defined as:
Asian American, Black or
African American,
Hispanic or Latino, Native
Hawaiian and Pacific
Islander, American Indian
and Alaska Native.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Minority Status - At or Below
Poverty
• Minority
• Not Minority
• Minority Status Missing

Yes

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

36

Element
Number
CG16

Data Element

Element Description

Required

Services

Relationship - At or Below Poverty
• Husband
• Wife
• Domestic partner, including civil
union
• Son/Son-in-Law
• Daughter/ Daughter-in-Law
• Sister
• Brother
• Other Relative
• Non-Relative
• Relationship Missing

Count of Caregivers of
Older Adults at or below
poverty by relationship
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

37

3.3 Older Relative Caregivers of Children and Adults with Disabilities for Select Services (Title III-E) Subcomponent
The Service subcomponent includes data regarding specific demographics and characteristics of older relative caregivers (caring for children or
adults under age 60 with disabilities).


All data elements are single quantifier. Note some variables are not required for the first 3-years of data collection



All data elements are numeric (integer) and not a coded element.

Element
Number
OR1

Data Element

Element Description

Required

Services

Total Older Relative Caregivers Total

Total Count of Older
Relative Caregivers that
received service.

Yes

OR2

Age - Total
• 55-59
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity -Total
• Female
• Male
• Other
• Gender Missing

Total Count of Older
Relative Caregivers by age
that received service.

Yes

• Registered services - unduplicated
• Each registered service separately (including
supplemental services and respite - see
below)
• Unduplicated for Total Respite
• Unduplicated count by respite service type:
(in-home, out of home day, out of home
overnight, and other respite).
• Assistance – Information & Assistance (nonregistered service; estimated unduplicated)
• Information Services (non-registered service;
estimated audience size)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of Older Relative
Caregivers at or below
poverty by gender identity
that received service.

Yes

OR3

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

38

Element
Number
OR4

OR5

OR6

OR7

Data Element

Element Description

Required

Services

Geographic Distribution Status Total
• Rural
• Non-rural
• Geographic Distribution Missing
Poverty Status - Total
• At or Below Poverty
• Above Poverty
• Poverty Status Missing
Ethnicity - Total
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing
Race - Total
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing

Total Count of Older
Relative Caregivers by
geographic distribution
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Total Older Relative
Caregivers by poverty
status that received
service.
Total Older Relative
Caregivers by ethnicity
that received service.

Yes

Total Older Relative
Caregivers by race that
received service. Race is
duplicated caregiver count
-- NOT unduplicated.
Multi-racial caregivers are
counted in each race
indicated.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Yes

39

Element
Number
OR8

Data Element

Element Description

Required

Services

Minority Status - Total
• Minority
• Not Minority
• Minority Status Missing

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

OR9

Relationship - Total
• Grandparents
• Parents
• Other Older Relative
• Older Non-Relative
• Relationship Missing
Age - At or Below Poverty
• 55-59
• 60-64
• 65-74
• 75-84
• 85+
• Age Missing
Gender Identity -At or Below
Poverty
• Female
• Male
• Other
• Gender Missing

Total Older Relative
Caregivers by minority
status that received
service. CDC Source:
Racial and ethnic minority
populations are defined
as:
Asian American, Black or
African American,
Hispanic or Latino, Native
Hawaiian and Pacific
Islander, American Indian
and Alaska Native.
Total Older Relative
Caregivers by relationship
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of Older Relative
Caregivers at or below
poverty by age group that
received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of Older Relative
Caregivers at or below
poverty by gender identity
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

OR10

OR11

40

Element
Number
OR12

OR13

OR14

OR15

Data Element

Element Description

Required

Services

Geographic Distribution - At or
Below Poverty
• Rural
• Non-rural
• Geographic Distribution Missing
Ethnicity - At or Below Poverty
• Hispanic or Latino
• Not Hispanic or Latino
• Ethnicity Missing
Race - At or Below Poverty
• American Indian or Alaska Native
• Asian or Asian American
• Black or African American
• Native Hawaiian or Pacific Islander
• White
• Race Missing

Count of Older Relative
Caregivers at or below
poverty by geographic
distribution that received
service.
Count of Older Relative
Caregivers at or below
poverty by ethnicity that
received service.
Count of Older Relative
Caregivers at or below
poverty by race that
received service. Race is
duplicated caregiver count
-- NOT unduplicated.
Multi-racial caregivers are
counted in each race
indicated.
Count of Older Relative
Caregivers at or below
poverty by minority status
that received service. CDC
Source: Racial and ethnic
minority populations are
defined as:
Asian American, Black or
African American,
Hispanic or Latino, Native
Hawaiian and Pacific
Islander, American Indian
and Alaska Native.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Minority Status - At or Below
Poverty
• Minority
• Not Minority
• Minority Status Missing

Yes

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

41

Element
Number
OR16

OR17

OR18

Data Element

Element Description

Required

Services

Relationship - At or Below Poverty
• Grandparents
• Parents
• Other Older Relative
• Older Non-Relative
• Relationship Missing
Total Children Receiving Care

Count of at Older Relative
Caregivers at or below
poverty by relationship
that received service.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

Count of children under
the age of 18 receiving
care.

Yes

Total Adults with Disabilities
Receiving Care

Count of adults age 18-59
with disabilities receiving
care.

Yes

• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)
• Registered services – unduplicated (i.e.
counseling, training, total respite, access
assistance – case management,
supplemental services)

42

3.4 Service Units (Title III B/C/D/E) Subcomponent
The Service subcomponent includes the number of service units provided for each service.


All data elements are required and single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
SU1

Data Element

Element Description

Services

Service Units

Total service units provided for an
allowable service. See Service
Definitions and Attributes for unit type
for each service.

Every Title III B/C/D/E service separately, except: Health PromotionsEvidence Based, Health Promotions-Non-Evidence Based, Other
Services, Supplemental Services
Note that Title III-E Respite Services are reported in total and by 3 types
of respite plus "other". The types are in-home respite, out-of-home
respite (day), out-of-home (overnight).
Other services and supplemental services are reported in detail under
their respective subcomponents.
Note that all caregiver services are reported twice: once for caregivers
of older adults and a second time for older relative caregivers.

43

3.5 Expenditures (Title III B/C/D/E) Subcomponent
The Service subcomponent includes data regarding service expenditures (federal and non-federal) for all OAA Title III services.


All data elements are required and single quantifier.



All data elements are numeric dollar amount (2 decimal) and not a coded element.

Element
Number
EX1

Data Element

Element Description

Services

Title III Expenditure

Total outlays/payments made by the SUA
and/or AAA’s using OAA federal funds to
provide an allowable service.

EX2

Part B Expenditure

EX3

Part D Expenditure

EX4

Other - State
Expenditure

Part B portion of total outlays/payments
made by the SUA and/or AAA’s using OAA
federal funds to provide an allowable service.
Part D portion of total outlays/payments
made by the SUA and/or AAA’s using OAA
federal funds to provide an allowable service.
Outlays/payments made by the SUA and/or
AAA’s using state funds to provide an
allowable service.

• Every Title III B/C/D/E service separately
• Note that Respite services are reported in total and by type
of service (in-home respite, out-of-home day respite, out-ofhome overnight, and other respite)
• Note that the caregiver services are repeated - once for
caregivers of older adults and once for older relative
caregivers.
• Health Promotion: Evidence-Based Services

• Health Promotion: Evidence-Based Services

• Every Title III B/C/D/E service separately
Note that Title III-E Respite Services are report in total and
by 3 types of respite plus "other". The types are in-home
respite, out-of-home respite (day), out-of-home (overnight).
• Note that the caregiver services are repeated - once for
caregivers of older adults and once for older relative
caregivers.

44

Element
Number
EX5

Data Element

Element Description

Services

Other - Non-State
Expenditure

Outlays/payments made by the SUA and/or
AAA’s not using OAA or state funds to
provide an allowable service. Could include
local and other federal funds, e.g. Medicaid
Waiver.

EX6

NSIP Expenditure

EX7

Program Income
Expended

Total outlays/payments made by the SUA
and/or AAA’s using Title III-A funding for
meals.
Gross income received and expended by the
grantee and all sub grantees such as
voluntary contributions or income earned
only as a result of the grant project during
the grant period.

• Every Title III B/C/D/E service separately
Note that Title III-E Respite Services are report in total and
by 3 types of respite plus "other". The types are in-home
respite, out-of-home respite (day), out-of-home (overnight).
• Note that the caregiver services are repeated - once for
caregivers of older adults and once for older relative
caregivers.
• Home Delivered Meals
• Congregate Meals
• Every Title III B/C/D/E service separately
Note that Title III-E Respite Services are report in total and by
3 types of respite plus "other". The types are in-home respite,
out-of-home respite (day), out-of-home (overnight).
• Note that the caregiver services are repeated - once for
caregivers of older adults and once for older relative
caregivers.

3.6 Title VII Expenditures (Chapters 3 & 4) Subcomponent
The Service subcomponent includes data regarding expenditures (federal and non-federal) on Title VII Chapter 3 – Elder Abuse Prevention and
Chapter 4 – Legal Assistance Development.


All data elements are single quantifier.



All data elements are numeric dollar amount (2 decimal) and not a coded element.

Element
Number
VII1

Data Element

Element Description

Required

Title VII-3 Expenditure

Total outlays/payments made by the SUA and/or AAA’s
using OAA federal funds for Elder Abuse Prevention
(Title VII Chapter 3).

Yes

Business Rules/Notes

45

Element
Number
VII2

Data Element

Element Description

Required

Title VII Ch 3 Funds
expended by SUA

Total funds retain and expended by the SUA for Elder
Abuse Prevention (Title VII Chapter 3)

Yes

VII3

Title VII Ch 3 funds
expended by AAA

Total funds distributed to and expended by AAAs for
Elder Abuse Prevention (Title VII Chapter 3)

Yes
(conditional)

VII4

Title VII Ch 3 funds
expended by APS

Total funds distributed to and expended by APS for
Elder Abuse Prevention (Title VII Chapter 3)

Yes

VII5

Title VII Ch 3 funds
expended by other Entities

Total funds distributed to and expended by Other
Entities for Elder Abuse Prevention (Title VII Chapter 3)

Yes

VII6

Title VII-3 Other - State
Expenditure

Yes

VII7

Title VII-3 Other - Non-State
Expenditure

VII8

Title VII-4 Total Expenditure

Outlays/payments made by the SUA and/or AAA’s using
state funds to provide for Elder Abuse Prevention (Title
VII Chapter 3).
Outlays/payments made by the SUA and/or AAA’s not
using OAA or state funds to for Elder Abuse Prevention
(Title VII Chapter 3).
Total outlays/payments made by the SUA and/or AAA’s
for Legal Assistance Development (Title VII Chapter 4),
regardless of funding source.

Business Rules/Notes

• Does not apply to Single
PSA states

Yes

Yes

3.7 Legal Assistance (Title III B) Subcomponent
The Service subcomponent includes data regarding the state’s provision of legal assistance services by level of service and case type.


All data elements are a single quantifier.



All data elements are numeric (integer) and not a coded element.

Element
Number
LA1

Data Element

Element Description

Required

Total Number of Open Cases

Total Number of cases that were open at any time
during the reporting period. A consumer may have
multiple open cases.

Yes

Business Rules/Notes

46

Element
Number
LA2

Data Element

Element Description

Required

Total Number of Closed Cases

Yes

LA3

Number of Closed Cases –
Advice

Total Number of cases that were closed during the
reporting period. A consumer may have multiple
closed cases.
Total Number of closed cases by level of service equal
to advice.

LA4

Number of Closed Cases –
Limited Representation

Total Number of closed cases by level of service equal
to limited representation

Yes

LA5

Number of Closed Cases Representation

Total Number of closed cases by level of service equal
to representation

Yes

LA6

Number case - Income

Total Number of cases that were closed during the
reporting period with type of Income.

Yes

LA7

Number case – Health Care

Total Number of cases that were closed during the
reporting period with type of Health Care.

Yes

LA8

Number case - Long-term
Care

Total Number of cases that were closed during the
reporting period with type of Long-term Care.

Yes

LA9

Number case-Nutrition

Total Number of cases that were closed during the
reporting period with type of Nutrition.

Yes

LA10

Number case - Housing

Total Number of cases that were closed during the
reporting period with type of Housing.

Yes

LA11

Number case-Utilities

Total Number of cases that were closed during the
reporting period with type of Utilities.

Yes

LA12

Number case-Abuse/Neglect

Total Number of cases that were closed during the
reporting period with type of Abuse/Neglect.

Yes

LA13

Number case - Defense of
Guardianship or Protective
Services

Total Number of cases that were closed during the
reporting period with type of Defense of Guardianship
or protective services.

Yes

Business Rules/Notes

Yes

47

Element
Number
LA14

Data Element

Element Description

Required

Number case – Age
Discrimination

Total Number of cases that were closed during the
reporting period with type of age discrimination.

Yes

LA15

Number case –
Other/Miscellaneous

Total Number of cases that were closed during the
reporting period with type that is not represented in
the previously defined types.

Yes

Business Rules/Notes

48

3.8 Other Services (Title III-B) Subcomponent
The Service subcomponent includes data regarding state’s provision of a service for older adults using OAA funds (Title III-B) that are not included
the defined service categories.


All data elements are required and single quantifier.



All data elements are repeated for each unique service provided by the state.

Element
Number
OS1

Data Element

Element Description

Type

Service Name

Alphanumeric String
(30 characters)

OS2

Service Unit
Name

Name of a service provided
using OAA funds, in whole or
in part, that do not fall into the
defined service categories for
Title III B/C/D.
Service Unit type. e.g. Activity,
hours, session

OS3

Service Domain

Category of service provided.

Numeric Code

OS4

Estimated
Persons Served

Total Estimated Unduplicated
Person served

Numeric (integer)

OS5

Estimated
Service Unit

Total estimated service units
provided.

Numeric (integer)

Codes and Values

Alphanumeric String
(15 characters)
01=Assistive Technology/ Durable Equipment/
Emergency Response
02=Consumable supplies
03=Home Modifications/ Repairs
04=Elder abuse prevention/ Elder Rights
05=Health
06=Outreach
07=Public Education
08= Socialization
09=Access not reported elsewhere
10=Other

49

Element
Number
OS6

Data Element

Element Description

Type

Title III
Expenditure

Numeric
dollar amount (2
decimal)

OS7

Other - State
Expenditure

OS8

Other - NonState
Expenditure

OS9

Program
Income
Expended

Total outlays/payments made
by the SUA and/or AAA’s using
OAA federal funds to provide
the service.
Outlays/payments made by
the SUA and/or AAA’s using
state funds to provide the
service.
Outlays/payments made by
the SUA and/or AAA’s not
using OAA or state funds to
provide the service.
Gross income received and
expended by the grantee and
all sub grantees such as
voluntary contributions or
income earned only as a result
of the grant project during the
grant period.

Codes and Values

Numeric
dollar amount (2
decimal)
Numeric
dollar amount (2
decimal)
Numeric
dollar amount (2
decimal)

50

3.9 Supplemental Services (Title III-E) for Caregivers of Older Adults Subcomponent
The Service subcomponent includes data regarding State’s provision of a supplemental service for caregivers of older adults using OAA funds (Title
III-E). Supplemental services are services not included in the defined service categories which are provided on a limited basis, to complement the
care provided by caregivers.


All data elements are required and single quantifier.

Element
Number
SCG1

Data Element

Element Description

Type

Service Name

Alphanumeric String
(30 characters)

SCG2

Service Unit
Name

Name of a service provided using
OAA funds, in whole or in part, that
do not fall into the defined service
categories for Title III-E
Service Unit type. e.g. Activity, hours,
session

SCG3

Service Domain

Category of service provided.

Numeric Code

SCG4

Estimated
Persons Served

Total Estimated Unduplicated Person
served

Numeric (integer)

SCG5

Estimated
Service Unit

Total estimated service units
provided.

Numeric (integer)

SCG6

Title III
Expenditure

Total outlays/payments made by the
SUA and/or AAA’s using OAA federal
funds, in whole or in part, to provide
the service.

Numeric
dollar amount (2 decimal)

Codes and Values

Alphanumeric String
(15 characters)
01=Assistive Technology/ Durable
Equipment/ Emergency Response
02=Consumable supplies
03=Home Modifications/ Repairs
04=Legal and/or Financial Consultation
05=Homemaker/chore/personal care
06=Transportation
07 = Nutrition services
08=Other

51

Element
Number
SCG7

Data Element

Element Description

Type

Other - State
Expenditure

Numeric
dollar amount (2 decimal)

SCG8

Other - NonState
Expenditure
Program
Income
Expended

Outlays/payments made by the SUA
and/or AAA’s using state funds to
provide the service.
Outlays/payments made by the SUA
and/or AAA’s not using OAA or state
funds to provide the service.
Gross income received and expended
by the grantee and all sub grantees
such as voluntary contributions or
income earned only as a result of the
grant project during the grant period.

SCG9

Codes and Values

Numeric
dollar amount (2 decimal)
Numeric
dollar amount (2 decimal)

52

3.10 Supplemental Services (Title III-E) for Older Relative Caregivers of Children and Adults under age 60 with Disabilities
Subcomponent
The Service subcomponent includes data regarding State’s provision of a supplemental service for older relative caregivers of children and adults
under age 60 with disabilities using OAA funds (Title III-E). Supplemental services are services not included in the defined service categories which
are provided on a limited basis, to complement the care provided by caregivers.


All data elements are required and single quantifier.

Element
Number
SOR1

Data Element

Element Description

Type

Service Name

Alphanumeric String
(30 characters)

SOR2

Service Unit
Name

Name of a service provided using
OAA funds, in whole or in part, that
do not fall into the defined service
categories for Title III-E
Service Unit type. e.g. Activity, hours,
session

SOR3

Service Domain

Category of service provided.

Numeric Code

SOR4

Estimated
Persons Served

Total Estimated Unduplicated Person
served

Numeric (integer)

SOR5

Estimated
Service Unit

Total estimated service units
provided.

Numeric (integer)

SOR6

Title III
Expenditure

Total outlays/payments made by the
SUA and/or AAA’s using OAA federal
funds, in whole or in part, to provide
the service.

Numeric
dollar amount (2 decimal)

Codes and Values

Alphanumeric String
(15 characters)
01=Assistive Technology/ Durable
Equipment/ Emergency Response
02=Consumable supplies
03=Home Modifications/ Repairs
04=Legal and/or Financial Consultation
05=Homemaker/chore/personal care
06=Transportation
07 = Nutrition services
08=Other

53

Element
Number
SOR7

Data Element

Element Description

Type

Other - State
Expenditure

Numeric
dollar amount (2 decimal)

SOR8

Other - NonState
Expenditure
Program
Income
Expended

Outlays/payments made by the SUA
and/or AAA’s using state funds to
provide the service.
Outlays/payments made by the SUA
and/or AAA’s not using OAA or state
funds to provide the service.
Gross income received and expended
by the grantee and all sub grantees
such as voluntary contributions or
income earned only as a result of the
grant project during the grant period.

SOR9

Codes and Values

Numeric
dollar amount (2 decimal)
Numeric
dollar amount (2 decimal)

54

3.11 Nutrition Services Incentive Program (NSIP) Subcomponent
The Service subcomponent includes data regarding the number of meals served by states that were Nutrition Services Incentive Program (NSIP)
compliant (meet all criteria for a meal to be supported with Title III-C funding). These data are used to calculate the Title III-A NSIP grant award
allocation to states and tribal grantees.


All data elements are required and single quantifier.



All data elements are numeric (integer) type and not a coded element.

Element
Number
NS1

NS2

NS3

NS4

Data Element3

Element Description

Business Rules/Notes

NISP qualified
home-delivered
meals served
under Title III-C
NISP qualified
home-delivered
meals served
under Title III-E
NISP qualified
congregate
meals served
under Title III-C
NISP qualified
congregate
meals served
under Title III-E

Number of meals provided with in programs (home-delivered
nutrition and Title III-E supplemental services) that were NSIP
compliant under Title III-C

Note that these data will have a separate
workflow. These data will be reviewed and
locked, separate from the other SPR data.

Number of meals provided with in programs (home-delivered
nutrition and Title III-E supplemental services) that were NSIP
compliant under Title III-E

Note that these data will have a separate
workflow. These data will be reviewed and
locked, separate from the other SPR data.

Number of meals provided with in programs (congregate
nutrition and Title III-E supplemental services) that were NSIP
compliant under Title III-C

Note that these data will have a separate
workflow. These data will be reviewed and
locked, separate from the other SPR data.

Number of meals provided with in programs (congregate
nutrition and Title III-E supplemental services) that were NSIP
compliant under Title III-E

Note that these data will have a separate
workflow. These data will be reviewed and
locked, separate from the other SPR data.

3

Note that total NSIP qualified meals and total NSIP qualified meals for home-delivered nutrition and congregate nutrition will be calculated by the reporting system and are not
included as data elements for submission.

55


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