Opportunity Information: Apply for HHS 2008 AOA PC 0810
Apply for HHS 2008 AOA PC 0810
- The Administration on Aging in the income security and social services sector is offering a public funding opportunity titled "Pension Counseling Information Projects" and is now available to receive applicants.
- Interested and eligible applicants and submit their applications by referencing the CFDA number(s): 93.048 Special Programs for the AgingTitle IVand Title IIDiscretionary Projects.
- This funding opportunity was created on Jun 11, 2008 and posted on Jun 10, 2008.
- Applicants must submit their applications by Jul 14, 2008 See link to full announcement for details.. (Agency may still review applications by suitable applicants for the remaining/unused allocated funding in 2026.)
- The funding agency has allocated a total of $200,000.00 to eligible and selected applicants.
- Each selected applicant is eligible to receive up to $200,000.00 in funding.
- The number of recipients for this funding is limited to 1 candidate(s).
- Eligible applicants include: Private institutions of higher education Native American tribal governments (Federally recognized) Others (see text field entitled Additional Information on Eligibility for clarification) Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education Public and State controlled institutions of higher education State governments.
- Additional eligibility types Local Governments 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. Successful applicants will demonstrate a proven record of advising and representing individuals who have been denied employer or union sponsored pensions or other retirement savings plan benefits, and which have the capacity to deliver services on a regional basis to states not currently served by the Pension Counseling and Information Program. Therefore, no entities located in, nor proposing to serve, the following states are eligible Arizona, California, Connecticut, Hawaii, Iowa, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Dakota, Ohio, Pennsylvania, Rhode Island, South Dakota, Tennessee, Vermont, and Wisconsin. Faith based and community organizations are eligible to apply.
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Opportunity Summary:
The Pension Counseling and Information Projects grant is a discretionary funding opportunity from the Administration on Aging (AoA) designed to expand access to pension counseling services in parts of the country that are not yet covered by AoA's existing Pension Counseling and Information Program. AoA has supported this program since 1993 to help people understand, protect, and exercise their pension rights. What started as a demonstration effort later became a permanent program under Title II of the Older Americans Act in 2000. Over time, AoA shifted from funding smaller local or statewide efforts to supporting larger, multi-state regional projects to move closer to nationwide coverage. At the time of this announcement, existing AoA-funded regional projects already served 22 states: Arizona, California, Connecticut, Hawaii, Iowa, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Dakota, Ohio, Pennsylvania, Rhode Island, South Dakota, Tennessee, Vermont, and Wisconsin. The main purpose of this competition is to push the program beyond those 22 states by funding a new regional project.
Funded projects are expected to provide hands-on, practical assistance to individuals who live in a project region, previously worked there, or have another meaningful connection to the service area. The work centers on helping people pursue pension and retirement benefits they may be owed, especially when those benefits have been denied or become difficult to track down. Core services include drafting administrative pension claims and appeals and supporting clients through administrative proceedings. Projects also help identify and pursue benefits when an employer or plan sponsor has discontinued a plan, changed corporate names, merged, or gone out of business, which can make locating responsible parties and plan records complicated. In addition, projects answer basic questions about rights and remedies under both public and private pension systems throughout the service region, so the counseling is not limited to only one type of pension arrangement. Outreach is also a required component: grantees must operate a region-wide outreach effort to build public awareness of the service and to prioritize reaching the people most likely to need pension counseling.
AoA structures the overall program so regional counseling projects do not operate in isolation. Grantees receive support from a national technical assistance project that provides legal training, case consultation, coordination, and operational guidance. This arrangement is intended to strengthen the quality and consistency of counseling across regions and to help projects address complex pension issues that may involve federal rules, plan administration procedures, or multi-jurisdictional challenges.
This particular opportunity anticipates a single award. AoA planned to fund one new regional pension counseling grant with an estimated federal share of about $200,000 per year for a project period of up to two years, with continuation dependent on the availability of federal funds. The funding listing identifies an award ceiling and floor of $200,000, indicating the intended annual federal amount is fixed at that level for the award. The program also has a cost-sharing or matching requirement, meaning the recipient must contribute non-federal resources as required by the full announcement.
Eligibility is broad in terms of organizational type. Domestic public or private nonprofit entities may apply, including state and local governments, federally recognized tribal governments and Native organizations, faith-based organizations, community-based organizations, hospitals, and institutions of higher education (including public, state-controlled, and private institutions). However, the eligibility rules are strict about geography and service area. Applicants must be able to deliver services on a regional basis to states that are not currently served by the AoA Pension Counseling and Information Program. As a result, entities located in, or proposing to serve, any of the 22 states already covered are not eligible. Competitive applicants are expected to show a proven track record of advising and representing individuals who have been denied employer- or union-sponsored pensions or other retirement savings plan benefits, and to demonstrate the capacity to operate effectively at a multi-state regional scale.
Administrative details from the announcement include the Funding Opportunity Number HHS-2008-AOA-PC-0810, CFDA 93.048 (Special Programs for the Aging, Title IV and Title II Discretionary Projects), and the activity category of Income Security and Social Services. The opportunity was posted in June 2008 with an application closing date of July 14, 2008, and it was archived in August 2008. The announcement also provided a point of contact (Valerie Soroka) for applicants needing help accessing the full solicitation materials.
Frequently Asked Questions (FAQs): Pension Counseling and Information Projects Grant
What is the Pension Counseling and Information Projects grant?
It is a discretionary grant opportunity from the Administration on Aging (AoA) intended to expand access to pension counseling services in parts of the United States that are not yet covered by AoA's existing Pension Counseling and Information Program.
What is AoA trying to accomplish with this funding opportunity?
The stated purpose is to extend the program beyond the 22 states already served by AoA-funded regional projects by funding one new multi-state regional pension counseling project, moving closer to nationwide coverage.
How long has AoA supported pension counseling services?
AoA has supported the Pension Counseling and Information Program since 1993. It began as a demonstration effort and later became a permanent program under Title II of the Older Americans Act in 2000.
How has the program's approach changed over time?
Over time, AoA shifted from funding smaller local or statewide efforts to supporting larger, multi-state regional projects to move toward broader coverage.
Which states were already served by AoA-funded regional projects at the time of this announcement?
The announcement states that existing AoA-funded regional projects already served 22 states: Arizona, California, Connecticut, Hawaii, Iowa, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Dakota, Ohio, Pennsylvania, Rhode Island, South Dakota, Tennessee, Vermont, and Wisconsin.
Can an applicant be located in one of the 22 already-served states?
No. The eligibility rules described are strict about geography and service area. Entities located in, or proposing to serve, any of the 22 states already covered by the AoA Pension Counseling and Information Program are not eligible.
What types of organizations are eligible to apply?
Eligibility is broad by organizational type. Domestic public or private nonprofit entities may apply, including state and local governments, federally recognized tribal governments and Native organizations, faith-based organizations, community-based organizations, hospitals, and institutions of higher education (including public, state-controlled, and private institutions).
What is the key eligibility requirement beyond organization type?
The applicant must be able to deliver services on a regional (multi-state) basis to states that are not currently served by the AoA Pension Counseling and Information Program, and may not be located in or propose to serve any of the 22 states already covered.
What kind of experience are competitive applicants expected to demonstrate?
Competitive applicants are expected to show a proven track record of advising and representing individuals who have been denied employer- or union-sponsored pensions or other retirement savings plan benefits, and to demonstrate the capacity to operate effectively at a multi-state regional scale.
How many awards does this opportunity anticipate making?
This opportunity anticipates a single award.
How much funding is expected to be available per year?
AoA planned to fund one new regional pension counseling grant with an estimated federal share of about $200,000 per year.
Is the annual federal funding amount flexible?
The listing identifies an award ceiling and floor of $200,000, which indicates the intended annual federal amount is fixed at $200,000 for the award.
What is the project period (performance period) for the award?
The project period is up to two years, with continuation dependent on the availability of federal funds.
Is there a cost-sharing or matching requirement?
Yes. The opportunity includes a cost-sharing or matching requirement. The recipient must contribute non-federal resources as required by the full announcement.
Who are the intended beneficiaries of the services funded under this grant?
Funded projects are expected to provide hands-on, practical assistance to individuals who live in a project region, previously worked there, or otherwise have a meaningful connection to the service area.
What is the primary focus of the counseling services under this program?
The work centers on helping people pursue pension and retirement benefits they may be owed, especially when benefits have been denied or are difficult to locate or track down.
What are the core services grantees are expected to provide?
Core services include drafting administrative pension claims and appeals and supporting clients through administrative proceedings.
Does the program help in cases where companies or plans have changed or shut down?
Yes. Projects are expected to help identify and pursue benefits when an employer or plan sponsor has discontinued a plan, changed corporate names, merged, or gone out of business, which can complicate locating responsible parties and plan records.
Are services limited to one type of pension system?
No. Projects are expected to answer basic questions about rights and remedies under both public and private pension systems throughout the service region, so counseling is not limited to only one type of pension arrangement.
Is outreach required as part of the funded project?
Yes. Outreach is a required component. Grantees must operate a region-wide outreach effort to build public awareness of the service and to prioritize reaching people most likely to need pension counseling.
Will the new regional project operate independently, or is there national support?
AoA structures the program so regional counseling projects do not operate in isolation. Grantees receive support from a national technical assistance project that provides legal training, case consultation, coordination, and operational guidance.
What is the purpose of the national technical assistance support?
The stated intent is to strengthen the quality and consistency of counseling across regions and to help projects address complex pension issues that may involve federal rules, plan administration procedures, or multi-jurisdictional challenges.
What is the Funding Opportunity Number for this grant?
The Funding Opportunity Number listed is HHS-2008-AOA-PC-0810.
What is the CFDA number associated with this opportunity?
The CFDA number is 93.048 (Special Programs for the Aging, Title IV and Title II Discretionary Projects).
What activity category is associated with this grant opportunity?
The activity category listed is Income Security and Social Services.
When was the opportunity posted and when did it close?
The opportunity was posted in June 2008, and the application closing date was July 14, 2008.
Is this funding opportunity still active?
No. The opportunity was archived in August 2008.
Who was listed as the point of contact for help with the solicitation materials?
The announcement provided a point of contact: Valerie Soroka, for applicants needing help accessing the full solicitation materials.
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Applicants also applied for:
Applicants who have applied for this opportunity (HHS 2008 AOA PC 0810) also looked into and applied for these:
| Funding Opportunity |
|---|
| National Center on Senior Benefits Outreach and Enrollment Apply for HHS 2008 AOA SB 0809 Funding Number: HHS 2008 AOA SB 0809 Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $2,000,000 |
| Continuation of Eldercare Locator Apply for HHS 2008 AOA CONT IR Funding Number: HHS 2008 AOA CONT IR Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $812,176 |
| SMP Integration Projects Apply for HHS 2008 AOA SM 0811 Funding Number: HHS 2008 AOA SM 0811 Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $100,000 |
| Head Start Career Advancement Partnership Program f/k/a Head Start Higher Education Partnerships Apply for HHS 2008 ACF OHS YT 0012 Funding Number: HHS 2008 ACF OHS YT 0012 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $500,000 |
| Continuation of Advanced POMP Apply for HHS 2008 AOA CONT PO Funding Number: HHS 2008 AOA CONT PO Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $100,000 |
| Demonstration Project Rural Host Homes for Basic Center Program Apply for HHS 2008 ACF ACYF CY 0129 Funding Number: HHS 2008 ACF ACYF CY 0129 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $100,000 |
| National Legal Resource Center Apply for HHS 2008 AOA LA 0807 Funding Number: HHS 2008 AOA LA 0807 Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $325,000 |
| Assets for Independence Demonstration Program Apply for HHS 2008 ACF OCS EI 0053 Funding Number: HHS 2008 ACF OCS EI 0053 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $1,000,000 |
| Mentoring Children of Prisoners Training and Technical Assistance Apply for HHS 2008 ACF ACYF CV 0127 Funding Number: HHS 2008 ACF ACYF CV 0127 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $1,200,000 |
| Pension Counseling Technical Resource and Assistance Center Apply for HHS 2008 AOA PX 0816 Funding Number: HHS 2008 AOA PX 0816 Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $65,540 |
| Open Solicitation Apply for HHS 2008 AOA OP 0817 Funding Number: HHS 2008 AOA OP 0817 Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $750,000 |
| Head Start Replacement Grantee Monroe, Lee, and Pontotoc Counties, Mississippi Apply for HHS 2008 ACF OHS CH 0408 Funding Number: HHS 2008 ACF OHS CH 0408 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $4,835,794 |
| Early Head Start Replacement Grantee Monroe, Lee, and Pontotoc Counties, Mississippi Apply for HHS 2008 ACF OHS CH 0409 Funding Number: HHS 2008 ACF OHS CH 0409 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $374,813 |
| Early Head Start Replacement Grantee Little Rock, Arkansas Apply for HHS 2008 ACF OHS CH 0612 Funding Number: HHS 2008 ACF OHS CH 0612 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $590,028 |
| Head Start Replacement Grantee Pointe Coupee Parish, Louisiana Apply for HHS 2008 ACF OHS CH 0613 Funding Number: HHS 2008 ACF OHS CH 0613 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $1,020,413 |
| Migrant and Seasonal Head Start Replacement Grantee Collier, Dade, DeSoto, Gadsden, Highlands, Hillsborough, Indian River, Lee, Levy, Marion, Orange, Pasco, Volusia, and portions of Polk, Manatee, Hendry, and Glades, Florida Apply for HHS 2008 ACF OHS CM 1202 Funding Number: HHS 2008 ACF OHS CM 1202 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $14,804,598 |
| Next Generation Performance Outcome Measurement Project (POMP) Apply for HHS 2008 AOA NG 0818 Funding Number: HHS 2008 AOA NG 0818 Agency: Administration on Aging Category: Income Security and Social Services Funding Amount: $60,000 |
| Head Start Replacement Grantee Middlesex County, New Jersey Apply for HHS 2008 ACF OHS CH 0206 Funding Number: HHS 2008 ACF OHS CH 0206 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $5,839,122 |
| Head Start Replacement Grantee Plainfield, New Jersey Apply for HHS 2008 ACF OHS CH 0207 Funding Number: HHS 2008 ACF OHS CH 0207 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $2,258,463 |
| Head Start Replacement Grantee Union Township, New Jersey Apply for HHS 2008 ACF OHS CH 0208 Funding Number: HHS 2008 ACF OHS CH 0208 Agency: Administration for Children and Families Category: Income Security and Social Services Funding Amount: $375,379 |
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