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First of all, let me mention that one of AoA's eight goals for

1991 relates to this situation. The goal statement, which is a major

program direction for the agency, identifies the area of Targeting

Strategic Resource Allocation and directs the agency to:

"Develop and implement new strategies for more effectively

targeting resources and programs on the needs of the most

vulnerable older persons, with special emphasis on low

income minority elderly."

I have moved to develop a strong dialogue with the aging network

in developing and implementing these new strategies in order to

insure an effective and cooperative relationship between all members

of the network. One example of this dialogue can be found in the

Roundtable which I convened on July 13, 1989, to consider ways to

increase the participation of older minorities in programs funded

under Title III of the Older Americans Act. Participants in the

Roundtable included representatives of a number of organizations

knowledgeable in the matter of problems relating to targeting.


Excellent suggestions stemming from that dialogue led to our

publishing several Program Instructions in subsequent months, which

we believe have provided a useful framework for the network.

The provision of technical assistance services and oversight

functions at the Administration on Aging are carried out in a number

of ways through our central and regional offices. The issuance of

information memoranda and program instructions is one form of

technical assistance and program oversight. Examples of recent

technical assistance provided to State and Area Agencies include

information memoranda on: A Profile of Older Americans; State

agency cost-sharing experiences with non-Older Americans Act funds,

an Inspector General Report; Preventive Services Covered by

Medicare; a joint AoA/SSA/HCFA public information pamphlet. We

continue, as well, to provide program guidance and oversight through

the issuance of Program Instructions on such subjects as: reiterating

the targeting responsibilities of State and Area Agencies; clarifying

policy requirements concerning the use of funds appropriated for


elder abuse and for the long-term ombudsman program; establishing

policies governing State responsibilities to protect federal reversionary

interests in multipurpose senior centers.

In addition to these written forms of technical assistance and

program guidance, central and regional office staff provide ongoing

technical assistance and oversight to individual State Agencies on

Aging by: responding to requests for assistance, review and approval

of state plans, review and comment on intra-State funding formulas,

resolution of audit findings, and on-site visits within the available

travel funds.

Finally, the Administration on Aging provides significant

discretionary resources to offer technical assistance to State and Area

Agencies on Aging, and Title VI grantees. Funds awarded for

national aging organizations, including those with minority

orientation, resource centers and specific training awards are ways in

which AoA provides technical assistance to the aging network.


On November 21, 1989 AOA issued a Program Instruction

(Number 90-01) calling for increased commitment to target services

to those older individuals who are in greatest economic or social

need, with particular attention to low-income minority older persons

and intra-State formulas. In addition, a follow-up Program

Instruction to State and Area Agencies on Aging was issued in

March, 1990 to remind them of their statutory responsibilities to

assure that Native American elders receive the services to which they

are entitled under Title III of the Older Americans Act.

In that connection, I am pleased to announce the appointment of

Dr. Yvonne Jackson as Associate Commissioner of the Administration

on Aging's Office of American Indians, Alaskan Natives and Native

Hawaiian Programs. As you know, the 1987 Amendments to the

Older Americans Act called for the establishment of this new Office

within the Administration on Aging dedicated to ensure that older

American Indians, Alaskan Natives, and Native Hawaiians receive the

benefits and services to which they are entitled and that these benefits


are provided in a manner which safeguards their dignity and self

respect. Dr. Jackson, who is a member of the Cherokee Nation in

Oklahoma, comes to us with a wealth of experience and knowledge.

Prior to this appointment she was the Chief of the Nutrition and

Dietetics Section, and Acting Chief of the Allied Health Branch of the

Indian Health Service, DHHS.

In recent months the intra-State funding formula, used by State

Agencies on Aging for distributing Title III funds within the State,

has emerged as an increasingly important factor in assuring equitable

availability of funds for services to low-income minority elderly.

A report issued by the General Accounting Office in 1990

(GAO/HRD-90-85) indicated that while 44 out of 45 States with intra

State formulas included one or more economic need factors and

thirty-eight contained a social need factor to direct Title III funds to

minorities -- only seven states had a specific combined factor

targeting to elderly low-income minorities.

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