Opportunity Information: Apply for HHS 2009 AOA MI 0903
Apply for HHS 2009 AOA MI 0903
- The Administration on Aging in the income security and social services sector is offering a public funding opportunity titled "Medicare Beneficiary Outreach and Assistance Program" and is now available to receive applicants.
- Interested and eligible applicants and submit their applications by referencing the CFDA number(s): 93.071 Medicare Enrollment Assistance Program.
- This funding opportunity was created on Jan 16, 2009 and posted on Jan 16, 2009.
- Applicants must submit their applications by Mar 16, 2009 Applications need to be submitted electronically by 1159 pm EST. (Agency may still review applications by suitable applicants for the remaining/unused allocated funding in 2026.)
- The funding agency has allocated a total of $29,750,000.00 to eligible and selected applicants.
- Each selected applicant is eligible to receive up to $670,000.00 in funding.
- The number of recipients for this funding is limited to 157 candidate(s).
- Eligible applicants include: Others (see text field entitled Additional Information on Eligibility for clarification).
- Priority Area A Awards made under this announcement, by statute, will be made only to agencies of State Governments. A 1 Only existing SHIP grant recipients are eligible to apply. A 2 Only State Agencies on Aging are eligible to apply. (Allocation of funds for Native American Programs is being accomplished through a separate process.) A 3 Eligible states are those that received an AoA and CMS Aging and Disability Resource Center (ADRC) grant where the ADRC was established by July 15, 2008, the date H.R. 6331 Medicare Improvements for Patients Providers Act of 2008 was enacted. Priority Area B Resource Center Eligible applicants include domestic public or private and non profit entities including state and local governments, Indian tribal governments and organizations (American Indian/Alaskan Native/Native American), faith based organizations, community based organizations, and institutions of higher education. Applicants must have demonstrable experience, on a nationwide basis, in administering programs, conducting nationwide outreach to target populations, providing assistance on benefits outreach and enrollment, providing training and technical assistance and partnering with state and local organizations serving seniors.
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Opportunity Summary:
The Medicare Beneficiary Outreach and Assistance Program is a federal grant opportunity created under Section 119 of the Medicare Improvements for Patients and Providers Act of 2008 (MIPPA), enacted July 15, 2008. It is designed to boost on-the-ground, community level outreach and enrollment help for Medicare beneficiaries who are eligible for key assistance programs but are not yet receiving them. The central focus is increasing awareness and successful enrollment in the Medicare Part D prescription drug benefit, the Part D Low-Income Subsidy (LIS, also called "Extra Help"), and the Medicare Savings Programs (MSPs), with special attention to harder-to-reach populations such as rural beneficiaries and older adults with the greatest economic need. Funding is jointly administered by the Administration on Aging (AoA) and the Centers for Medicare and Medicaid Services (CMS), and states are expected to submit one coordinated statewide plan describing how they will use the different MIPPA funding streams together through statewide and local coalition building, intensified outreach, and direct application assistance.
The opportunity is organized into several priority areas with different eligible applicants and award methods. Priority Areas A.1, A.2, and A.3 are formula-based awards that, by statute, go only to agencies of state government and are meant to strengthen existing public infrastructure for Medicare counseling and benefits enrollment. Under Priority Area A.1, only existing State Health Insurance Assistance Program (SHIP) grant recipients may apply, and they receive funding to expand outreach and enrollment support for LIS, MSP, and Medicare Part D, including targeted outreach to rural areas. The total set aside for SHIPs is $7.5 million, and state allocations are calculated using a two-part formula: two-thirds based on the number of Medicare beneficiaries likely eligible for LIS but not enrolled, and one-third based on the number of Part D eligible beneficiaries living in rural areas. Under Priority Area A.2, only State Agencies on Aging may apply for funds intended to flow to Area Agencies on Aging (AAAs) to conduct similar outreach and enrollment work related to LIS, MSP, Part D, and Part D outreach in rural areas. The total listed for this AAA-related stream is $9.75 million, and states can either propose their own distribution approach across all or some AAAs or use a predefined allocation intended to maximize local outreach impact. States are asked to cap administrative costs at 8 percent to keep funds concentrated on direct services and outreach.
Priority Area A.3 covers Aging and Disability Resource Centers (ADRCs) and includes two related funding streams aimed at Part D and MSP outreach. Eligibility is limited to states that already had an AoA/CMS ADRC grant and had the ADRC established by July 15, 2008. The announcement describes formula allocations to State Agencies on Aging to support ADRC outreach on Medicare Part D and MSP benefits, including mention of reprogrammed FY 2008 funds for Part D outreach and additional grant funding totaling $7.5 million for ADRC-related outreach and enrollment help. As with the AAA stream, states may propose distributing funds to all ADRCs or a subset, or use a predefined allocation approach, and they are again asked to limit administrative costs to 8 percent to prioritize direct beneficiary assistance.
Priority Area B is different from the state formula awards and is a competitive grant for a National Resource Center on Benefits Outreach and Enrollment. This component responds to the documented under-enrollment problem across multiple benefit programs, including an estimate cited in the announcement that up to 1.77 million low-income Medicare beneficiaries may be eligible for the Part D LIS but not receiving it. The resource center is intended to coordinate and strengthen outreach nationally by maintaining and updating web-based decision support and enrollment tools, identifying cost-effective strategies for finding and enrolling older adults with the greatest economic need, supporting ADRCs and other community organizations as benefits enrollment hubs, operating a best-practices clearinghouse, and delivering training and technical assistance in collaboration with relevant federal partners. Eligible applicants for the resource center are broad and include domestic public or private nonprofit entities, state and local governments, tribal governments and organizations, faith-based and community-based organizations, and higher education institutions, but they must demonstrate nationwide experience in outreach, benefits enrollment assistance, training/technical assistance, and partnerships with state and local aging networks.
Administratively, this announcement (Funding Opportunity Number HHS-2009-AoA-MI-0903; CFDA 93.071) was posted January 16, 2009, with applications due electronically by March 16, 2009 at 11:59 pm Eastern. The program anticipated 157 awards, with an estimated total funding amount of $29,750,000, no cost sharing requirement, and stated award sizes ranging from $34,000 to $670,000 (amounts depending on the particular priority area and formula/competition outcomes). The overall intent is to use coordinated state planning and strengthened partnerships among SHIPs, State Units on Aging, AAAs, and ADRCs to reach people who are eligible but unenrolled, help them understand their Medicare options, and provide practical, hands-on assistance completing applications and navigating enrollment processes, while also supporting a national backbone of tools, training, and best practices to make outreach more consistent and effective across the country.
Frequently Asked Questions (FAQ)
What is the Medicare Beneficiary Outreach and Assistance Program?
The Medicare Beneficiary Outreach and Assistance Program is a federal grant opportunity created under Section 119 of the Medicare Improvements for Patients and Providers Act of 2008 (MIPPA), enacted July 15, 2008. Its purpose is to strengthen community-level outreach and hands-on enrollment assistance for Medicare beneficiaries who are eligible for key assistance programs but are not yet enrolled.
What is the main goal of this grant opportunity?
The main goal is to increase awareness and successful enrollment in the Medicare Part D prescription drug benefit, the Part D Low-Income Subsidy (LIS, also called "Extra Help"), and the Medicare Savings Programs (MSPs), especially among people who are eligible but currently not receiving these benefits.
Which Medicare-related programs are emphasized under this opportunity?
The opportunity emphasizes outreach and enrollment assistance for Medicare Part D, the Part D Low-Income Subsidy (LIS/Extra Help), and Medicare Savings Programs (MSPs).
Which populations are specifically highlighted as priorities for outreach?
The announcement calls for special attention to harder-to-reach populations, including rural Medicare beneficiaries and older adults with the greatest economic need.
Who administers the funding for this program?
Funding is jointly administered by the Administration on Aging (AoA) and the Centers for Medicare and Medicaid Services (CMS).
How are states expected to organize their approach under MIPPA funding?
States are expected to submit one coordinated statewide plan describing how they will use the different MIPPA funding streams together. The plan is intended to support statewide and local coalition building, intensified outreach, and direct application assistance.
How is this opportunity structured?
The opportunity is organized into several priority areas. Priority Areas A.1, A.2, and A.3 are formula-based awards limited (by statute and eligibility rules described in the announcement) to specific state entities. Priority Area B is a competitive grant for a National Resource Center on Benefits Outreach and Enrollment.
What are Priority Areas A.1, A.2, and A.3?
Priority Areas A.1, A.2, and A.3 are formula-based awards that go to agencies of state government and are designed to strengthen existing public infrastructure for Medicare counseling and benefits enrollment through expanded outreach and application assistance.
Who is eligible to apply under Priority Area A.1?
Under Priority Area A.1, only existing State Health Insurance Assistance Program (SHIP) grant recipients may apply.
What activities are supported under Priority Area A.1 (SHIP)?
A.1 funds are used to expand outreach and enrollment support for LIS, MSP, and Medicare Part D, including targeted outreach to rural areas.
How much funding is set aside for Priority Area A.1 (SHIP)?
The total set aside for SHIPs under A.1 is $7.5 million.
How are Priority Area A.1 (SHIP) allocations calculated?
State allocations under A.1 are calculated using a two-part formula: two-thirds based on the number of Medicare beneficiaries likely eligible for LIS but not enrolled, and one-third based on the number of Part D eligible beneficiaries living in rural areas.
Who is eligible to apply under Priority Area A.2?
Under Priority Area A.2, only State Agencies on Aging may apply.
What is the purpose of Priority Area A.2 funding?
A.2 funds are intended to flow to Area Agencies on Aging (AAAs) to conduct outreach and enrollment work related to LIS, MSP, Medicare Part D, and Part D outreach in rural areas.
How much funding is listed for Priority Area A.2 (AAA-related stream)?
The total listed for the AAA-related stream under A.2 is $9.75 million.
How can states distribute Priority Area A.2 funds to AAAs?
States can either propose their own distribution approach across all or some AAAs or use a predefined allocation intended to maximize local outreach impact.
Is there an administrative cost limit mentioned for Priority Area A.2?
Yes. States are asked to cap administrative costs at 8 percent so more funding remains focused on direct services and outreach.
What does Priority Area A.3 cover?
Priority Area A.3 covers Aging and Disability Resource Centers (ADRCs) and includes two related funding streams aimed at Medicare Part D and MSP outreach.
Who is eligible to participate under Priority Area A.3 (ADRCs)?
Eligibility is limited to states that already had an AoA/CMS ADRC grant and had the ADRC established by July 15, 2008.
What types of funding are mentioned for ADRC-related work under A.3?
The announcement references formula allocations to State Agencies on Aging to support ADRC outreach on Medicare Part D and MSP benefits, including mention of reprogrammed FY 2008 funds for Part D outreach and additional grant funding totaling $7.5 million for ADRC-related outreach and enrollment assistance.
How can states distribute Priority Area A.3 funds to ADRCs?
States may propose distributing funds to all ADRCs or a subset, or they may use a predefined allocation approach described in the announcement.
Is there an administrative cost limit mentioned for Priority Area A.3?
Yes. As with the AAA stream, states are asked to limit administrative costs to 8 percent to prioritize direct beneficiary assistance.
What is Priority Area B?
Priority Area B is a competitive grant to establish or support a National Resource Center on Benefits Outreach and Enrollment, intended to strengthen and coordinate outreach nationally.
Why is a National Resource Center included in this opportunity?
The announcement cites widespread under-enrollment across multiple benefits and notes an estimate that up to 1.77 million low-income Medicare beneficiaries may be eligible for the Part D LIS but not receiving it. The resource center is intended to address these gaps by improving national coordination, tools, training, and effective strategies.
What are the main functions of the National Resource Center (Priority Area B)?
The resource center is intended to: maintain and update web-based decision support and enrollment tools; identify cost-effective strategies to find and enroll older adults with the greatest economic need; support ADRCs and other community organizations as benefits enrollment hubs; operate a best-practices clearinghouse; and deliver training and technical assistance in collaboration with relevant federal partners.
Who is eligible to apply for Priority Area B?
Eligible applicants are broad and include domestic public or private nonprofit entities, state and local governments, tribal governments and organizations, faith-based and community-based organizations, and higher education institutions.
What experience must an applicant demonstrate for Priority Area B?
Applicants must demonstrate nationwide experience in outreach, benefits enrollment assistance, training and technical assistance, and partnerships with state and local aging networks.
What is the Funding Opportunity Number (FON) and CFDA number for this announcement?
The Funding Opportunity Number is HHS-2009-AoA-MI-0903, and the CFDA number is 93.071.
When was the funding opportunity posted?
The announcement was posted on January 16, 2009.
When were applications due?
Applications were due electronically by March 16, 2009 at 11:59 pm Eastern.
How many awards were anticipated?
The program anticipated 157 awards.
What was the estimated total funding amount?
The estimated total funding amount was $29,750,000.
Is cost sharing or matching required?
No. The announcement states there is no cost sharing requirement.
What award sizes were stated in the announcement?
The announcement stated award sizes ranging from $34,000 to $670,000, depending on the priority area and whether funding was determined by formula or competition outcomes.
What types of activities does the opportunity emphasize at the community level?
The opportunity emphasizes coalition building, intensified outreach, and practical, hands-on assistance to help eligible but unenrolled beneficiaries understand Medicare options, complete applications, and navigate enrollment processes.
How does this opportunity encourage coordination among agencies and programs?
The overall intent is to use coordinated state planning and strengthened partnerships among SHIPs, State Units on Aging, AAAs, and ADRCs, while also supporting a national backbone of tools, training, and best practices to improve consistency and effectiveness across the country.
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