Administration on Aging Pension Counseling Grant Expansion

Opportunity ID: 41992

General Information

Document Type: Grants Notice
Funding Opportunity Number: HHS-2008-AOA-PC-0810
Funding Opportunity Title: Pension Counseling & Information Projects
Opportunity Category: Discretionary
Opportunity Category Explanation:
Funding Instrument Type: Grant
Category of Funding Activity: Income Security and Social Services
Category Explanation:
Expected Number of Awards: 1
Assistance Listings: 93.048 — Special Programs for the Aging_Title IV_and Title II_Discretionary Projects
Cost Sharing or Matching Requirement: Yes
Version: Synopsis 3
Posted Date: Jun 10, 2008
Last Updated Date: Jun 11, 2008
Original Closing Date for Applications: Jul 14, 2008
See link to full announcement for details.
Current Closing Date for Applications: Jul 14, 2008 See link to full announcement for details.
Archive Date: Aug 13, 2008
Estimated Total Program Funding: $200,000
Award Ceiling: $200,000
Award Floor: $200,000

Eligibility

Eligible Applicants: Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education
Others (see text field entitled “Additional Information on Eligibility” for clarification)
Private institutions of higher education
Native American tribal governments (Federally recognized)
State governments
Public and State controlled institutions of higher education
Additional Information on Eligibility: 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.

Additional Information

Agency Name: Administration on Aging
Description: Since 1993, the Administration on Aging (AoA) has funded the Pension Counseling and Information Program (the Program) to help individuals understand and exercise their pension rights. Originally a demonstration, pension counseling became a permanent program under Title II of the Older Americans Act (OAA) in 2000 and consists of multiple counseling projects and a single national technical assistance project. In FY 2001 and 2002, AoA shifted its funding focus from local and statewide projects to multi-state, regional projects in order to move the Program toward nationwide coverage. AoA-funded regional counseling projects currently serve 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 counseling projects provide individuals who reside, have worked in, or have some other connection to the regional service area with the following services: drafting administrative pension claims and appeals, and support through administrative proceedings; identifying and pursuing pension benefits from sponsors that have discontinued their plan, changed names, merged with another company or gone out of business; answering basic questions about rights and remedies under all public and private pension systems throughout the service region; and operating a region-wide outreach program to ensure public awareness of project services, emphasizing outreach to those who need pension counseling services the most. Projects receive legal training, case consultation and operational coordination and support from the national technical project. The intent of this announcement is to expand the provision of pension counseling services beyond the twenty-two states currently served by the Pension Counseling and Information Program. AoA plans to award one (1) regional pension counseling grant at a federal share of approximately $200,000 per year for a project period of up to two years, contingent upon the availability of federal funds. 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, hospitals, 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.
Link to Additional Information: http://aoa.gov/doingbus/fundopp/announcements/2008/PCP_announcement_6-10-08.doc
Grantor Contact Information: If you have difficulty accessing the full announcement electronically, please contact:

Valerie Soroka

valerie.soroka@aoa.gov

Email:valerie.soroka@aoa.gov

Version History

Version Modification Description Updated Date
Revised Program Announcement, added paragraph and hospitals are not eligible to apply. Jun 11, 2008
none Jun 11, 2008
Jun 11, 2008

DISPLAYING: Synopsis 3

General Information

Document Type: Grants Notice
Funding Opportunity Number: HHS-2008-AOA-PC-0810
Funding Opportunity Title: Pension Counseling & Information Projects
Opportunity Category: Discretionary
Opportunity Category Explanation:
Funding Instrument Type: Grant
Category of Funding Activity: Income Security and Social Services
Category Explanation:
Expected Number of Awards: 1
Assistance Listings: 93.048 — Special Programs for the Aging_Title IV_and Title II_Discretionary Projects
Cost Sharing or Matching Requirement: Yes
Version: Synopsis 3
Posted Date: Jun 10, 2008
Last Updated Date: Jun 11, 2008
Original Closing Date for Applications: Jul 14, 2008
See link to full announcement for details.
Current Closing Date for Applications: Jul 14, 2008 See link to full announcement for details.
Archive Date: Aug 13, 2008
Estimated Total Program Funding: $200,000
Award Ceiling: $200,000
Award Floor: $200,000

Eligibility

Eligible Applicants: Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education
Others (see text field entitled “Additional Information on Eligibility” for clarification)
Private institutions of higher education
Native American tribal governments (Federally recognized)
State governments
Public and State controlled institutions of higher education
Additional Information on Eligibility: 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.

Additional Information

Agency Name: Administration on Aging
Description: Since 1993, the Administration on Aging (AoA) has funded the Pension Counseling and Information Program (the Program) to help individuals understand and exercise their pension rights. Originally a demonstration, pension counseling became a permanent program under Title II of the Older Americans Act (OAA) in 2000 and consists of multiple counseling projects and a single national technical assistance project. In FY 2001 and 2002, AoA shifted its funding focus from local and statewide projects to multi-state, regional projects in order to move the Program toward nationwide coverage. AoA-funded regional counseling projects currently serve 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 counseling projects provide individuals who reside, have worked in, or have some other connection to the regional service area with the following services: drafting administrative pension claims and appeals, and support through administrative proceedings; identifying and pursuing pension benefits from sponsors that have discontinued their plan, changed names, merged with another company or gone out of business; answering basic questions about rights and remedies under all public and private pension systems throughout the service region; and operating a region-wide outreach program to ensure public awareness of project services, emphasizing outreach to those who need pension counseling services the most. Projects receive legal training, case consultation and operational coordination and support from the national technical project. The intent of this announcement is to expand the provision of pension counseling services beyond the twenty-two states currently served by the Pension Counseling and Information Program. AoA plans to award one (1) regional pension counseling grant at a federal share of approximately $200,000 per year for a project period of up to two years, contingent upon the availability of federal funds. 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, hospitals, 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.
Link to Additional Information: http://aoa.gov/doingbus/fundopp/announcements/2008/PCP_announcement_6-10-08.doc
Grantor Contact Information: If you have difficulty accessing the full announcement electronically, please contact:

Valerie Soroka

valerie.soroka@aoa.gov

Email:valerie.soroka@aoa.gov

DISPLAYING: Synopsis 2

General Information

Document Type: Grants Notice
Funding Opportunity Number: HHS-2008-AOA-PC-0810
Funding Opportunity Title: Pension Counseling & Information Projects
Opportunity Category: Discretionary
Opportunity Category Explanation:
Funding Instrument Type: Grant
Category of Funding Activity: Income Security and Social Services
Category Explanation:
Expected Number of Awards: 1
Assistance Listings: 93.048 — Special Programs for the Aging_Title IV_and Title II_Discretionary Projects
Cost Sharing or Matching Requirement: Yes
Version: Synopsis 2
Posted Date: Jun 11, 2008
Last Updated Date:
Original Closing Date for Applications:
Current Closing Date for Applications: Jul 14, 2008 See link to full announcement for details.
Archive Date: Aug 13, 2008
Estimated Total Program Funding: $200,000
Award Ceiling: $200,000
Award Floor: $200,000

Eligibility

Eligible Applicants: State governments
Others (see text field entitled “Additional Information on Eligibility” for clarification)
Native American tribal governments (Federally recognized)
Public and State controlled institutions of higher education
Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education
Private institutions of higher education
Additional Information on Eligibility: 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, hospitals, 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.

Additional Information

Agency Name:
Description: Since 1993, the Administration on Aging (AoA) has funded the Pension Counseling and Information Program (the Program) to help individuals understand and exercise their pension rights. Originally a demonstration, pension counseling became a permanent program under Title II of the Older Americans Act (OAA) in 2000 and consists of multiple counseling projects and a single national technical assistance project. In FY 2001 and 2002, AoA shifted its funding focus from local and statewide projects to multi-state, regional projects in order to move the Program toward nationwide coverage. AoA-funded regional counseling projects currently serve 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 counseling projects provide individuals who reside, have worked in, or have some other connection to the regional service area with the following services: drafting administrative pension claims and appeals, and support through administrative proceedings; identifying and pursuing pension benefits from sponsors that have discontinued their plan, changed names, merged with another company or gone out of business; answering basic questions about rights and remedies under all public and private pension systems throughout the service region; and operating a region-wide outreach program to ensure public awareness of project services, emphasizing outreach to those who need pension counseling services the most. Projects receive legal training, case consultation and operational coordination and support from the national technical project. The intent of this announcement is to expand the provision of pension counseling services beyond the twenty-two states currently served by the Pension Counseling and Information Program. AoA plans to award one (1) regional pension counseling grant at a federal share of approximately $200,000 per year for a project period of up to two years, contingent upon the availability of federal funds. 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, hospitals, 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.
Link to Additional Information: http://aoa.gov/doingbus/fundopp/announcements/2008/PCP_announcement_6-10-08.doc
Grantor Contact Information: If you have difficulty accessing the full announcement electronically, please contact:

Valerie Soroka

valerie.soroka@aoa.gov

Email:valerie.soroka@aoa.gov

DISPLAYING: Synopsis 1

General Information

Document Type: Grants Notice
Funding Opportunity Number: HHS-2008-AOA-PC-0810
Funding Opportunity Title: Pension Counseling & Information Projects
Opportunity Category: Discretionary
Opportunity Category Explanation:
Funding Instrument Type: Grant
Category of Funding Activity: Income Security and Social Services
Category Explanation:
Expected Number of Awards: 1
Assistance Listings: 93.048 — Special Programs for the Aging_Title IV_and Title II_Discretionary Projects
Cost Sharing or Matching Requirement: Yes
Version: Synopsis 1
Posted Date: Jun 11, 2008
Last Updated Date:
Original Closing Date for Applications:
Current Closing Date for Applications: Jul 14, 2008
See link to full announcement for details.
Archive Date: Aug 13, 2008
Estimated Total Program Funding: $200,000
Award Ceiling: $200,000
Award Floor: $200,000

Eligibility

Eligible Applicants: State governments
Others (see text field entitled “Additional Information on Eligibility” for clarification)
Native American tribal governments (Federally recognized)
Public and State controlled institutions of higher education
Private institutions of higher education
Nonprofits having a 501(c)(3) status with the IRS, other than institutions of higher education
Additional Information on Eligibility: 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, hospitals, 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.

Additional Information

Agency Name:
Description: Since 1993, the Administration on Aging (AoA) has funded the Pension Counseling and Information Program (the Program) to help individuals understand and exercise their pension rights. Originally a demonstration, pension counseling became a permanent program under Title II of the Older Americans Act (OAA) in 2000 and consists of multiple counseling projects and a single national technical assistance project. In FY 2001 and 2002, AoA shifted its funding focus from local and statewide projects to multi-state, regional projects in order to move the Program toward nationwide coverage. AoA-funded regional counseling projects currently serve 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 counseling projects provide individuals who reside, have worked in, or have some other connection to the regional service area with the following services: drafting administrative pension claims and appeals, and support through administrative proceedings; identifying and pursuing pension benefits from sponsors that have discontinued their plan, changed names, merged with another company or gone out of business; answering basic questions about rights and remedies under all public and private pension systems throughout the service region; and operating a region-wide outreach program to ensure public awareness of project services, emphasizing outreach to those who need pension counseling services the most. Projects receive legal training, case consultation and operational coordination and support from the national technical project. The intent of this announcement is to expand the provision of pension counseling services beyond the twenty-two states currently served by the Pension Counseling and Information Program. AoA plans to award one (1) regional pension counseling grant at a federal share of approximately $200,000 per year for a project period of up to two years, contingent upon the availability of federal funds. 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, hospitals, 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.
Link to Additional Information: http://aoa.gov/doingbus/fundopp/announcements/2008/PCP_announcement_6-10-08.doc
Grantor Contact Information: If you have difficulty accessing the full announcement electronically, please contact:

Valerie Soroka
valerie.soroka@aoa.gov

Email:valerie.soroka@aoa.gov

Related Documents

Packages

Agency Contact Information: Valerie Soroka
valerie.soroka@aoa.gov

Email: valerie.soroka@aoa.gov

Who Can Apply: Organization Applicants

Assistance Listing Number Competition ID Competition Title Opportunity Package ID Opening Date Closing Date Actions
93.048 PKG00007559 Jun 10, 2008 Jul 14, 2008 View

Package 1

Mandatory forms

41992 SF424-2.0.pdf

41992 SF424A-1.0.pdf

41992 SF424B-1.1.pdf

41992 Project-1.1.pdf

41992 Budget-1.1.pdf

41992 GG_LobbyingForm-1.1.pdf

41992 Other-1.1.pdf

Optional forms

41992 FaithBased_SurveyOnEEO-1.2.pdf


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