Amendment to the 2024-2028 Pennsylvania State Plan on Aging
The Pennsylvania Department of Aging is updating the 2024–2028 Pennsylvania State Plan on Aging to meet the requirements described by the 2024 Federal Final Rule of the Older Americans Act (OAA). These updates affect only certain sections of the plan’s Attachment B – Information Requirements and Federal Assurances – ensuring the plan remains fully compliant while continuing to reflect our commitment to serving older adults across the Commonwealth. All other parts of the State Plan remain unchanged and in effect.
Amendment B - Information Requirements and Federal Assurances
Background and Purpose
The Pennsylvania Department of Aging is amending the 2024–2028 Pennsylvania State Plan on Aging to align with the 2024 Federal Final Rule implementing the Older Americans Act (OAA). The Final Rule introduced new requirements for State Plans that were not in effect when Pennsylvania’s current plan was developed and approved.
This amendment, submitted in accordance with 45 C.F.R. § 1321.31, updates only the sections of Attachment B – Information Requirements and Federal Assurances impacted by the new federal regulations. All other provisions of the 2024–2028 State Plan remain unchanged and in effect. These updates ensure the State Plan remains fully compliant with federal requirements and reflects our ongoing commitment to serving older adults across the Commonwealth.
This amendment does not alter or replace portions of the 2024–2028 State Plan on Aging that remain consistent with federal requirements. All content in Attachment B not affected by the Federal Final Rule remains in full force and effect.
Only those sections of the Information Requirements narrative and related federal assurances in Attachment B that are addressed by the new Federal Final Rule are repealed and replaced with the following text. All other provisions in Attachment B remain unchanged.
Information Requirements
45 CFR § 1321.27 (d) requires each State Plan must include a description of how greatest economic need and greatest social need are determined and addressed by specifying:
(1) How the State agency defines greatest economic need and greatest social need, which shall include the populations as set forth in the definitions of greatest economic need and greatest social need, as set forth in 45 CFR § 1321.3; and
(2) The methods the State agency will use to target services to such populations, including how OAA funds may be distributed to serve prioritized populations in accordance with requirements as set forth in 45 CFR § 1321.49 or 45 CFR § 1321.51, as appropriate.
“Greatest economic need” means “the need resulting from an income level at or below the Federal poverty level and as further defined by State and area plans based on local and individual factors, including geography and expenses” (45 CFR § 1321.3).
“Greatest social need” means the need caused by the following noneconomic factors as defined in 45 CFR § 1321.3.
A State agency’s response must establish how the State agency will:
(1) identify and consider populations in greatest economic need and greatest social need;
(2) describe how they target the identified the populations for service provision;
(3) establish priorities to serve one or more of the identified target populations, given limited availability of funds and other resources;
(4) establish methods for serving the prioritized populations; and
(5) use data to evaluate whether and how the prioritized populations are being served.
Response:
Throughout the planning process for the 2024-2028 State Plan on Aging, the Pennsylvania Department of Aging (PDA) has prioritized addressing the needs of older adults with the greatest economic and social need, as defined by the Older Americans Act (OAA) and 45 CFR § 1321.3.
"Greatest economic need" is defined as the need stemming from an income level at or below the federal poverty level, further considering local and individual factors, including geographic location and living expenses. "Greatest social need" refers to noneconomic factors that include physical and mental disabilities, language barriers, and cultural, social, or geographical isolation.
PDA used a comprehensive and data-driven approach to identify populations experiencing the greatest economic and social need. This process was informed by the work of the Intrastate Funding Formula (IFF) Advisory Committee, which convened meetings throughout 2024 and early 2025 to study Pennsylvania’s demographics and identify the populations that would most benefit from targeted services.
The committee, consisting of representatives from diverse stakeholder groups—including Area Agencies on Aging (AAAs), the Pennsylvania Association of Area Agencies on Aging, the County Commissioners Association of Pennsylvania, and others—collaborated with the University of Pittsburgh School of Public Health to analyze statewide and regional data. This analysis focused on key demographic factors, such as income levels, minority status, disability prevalence, rural residency, and language barriers. These factors were selected based on data availability and their alignment with the definitions of greatest economic and social need under the OAA.
The committee also received technical assistance from the Administration for Community Living (ACL) to identify the best available data sources, ensuring that the revised IFF would accurately reflect the demographic composition of the Commonwealth and target services to the populations most in need.
Reaching Pennsylvania’s diverse older adult population requires strategic outreach efforts. Pennsylvania’s 52 Area Agencies on Aging (AAAs) serve as the primary vehicle for implementing these efforts. Each AAA is tasked with using the data-driven insights from the IFF to develop targeted outreach programs that address the unique needs of the identified populations in their service areas.
Examples of targeted outreach strategies include:
Partnering with community-based organizations and faith-based groups to connect with racial and ethnic minority populations.
Providing culturally competent and language-accessible services for older adults with limited English proficiency.
Implementing rural outreach programs to address the isolation faced by older adults in geographically remote areas.
Expanding access to disability services, including home modifications and assistive technologies.
Collaborating with LGBTQ+ advocacy groups to create safe and inclusive services for older adults who identify as LGBTQ+.
Through these localized efforts, the aging network ensures that services are accessible and responsive to the specific needs of older adults across Pennsylvania, while maintaining alignment with the guiding principles of the OAA.
By leveraging the expertise of the IFF Advisory Committee and the outreach capacity of the 52 AAAs, the Pennsylvania Department of Aging is committed to addressing systemic inequities and improving the quality of life for older adults with the greatest economic and social need. This targeted and data-informed approach ensures that the 2024-2028 State Plan promotes equity, access, and inclusion for all older Pennsylvanians.
45 CFR § 1321.27 (g):
Demonstration that the determination of greatest economic need and greatest social need specific to Native American persons is identified pursuant to communication among the State agency
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and Tribes, Tribal organizations, and Native communities, and that the services provided under this part will be coordinated, where applicable, with the services provided under Title VI of the Act and that the State agency shall require area agencies to provide outreach where there are older Native Americans in any planning and service area, including those living outside of reservations and other Tribal lands.
Response:
The Pennsylvania Department of Aging (PDA) is committed to identifying and addressing the needs of Native American older adults, including those who may also meet other greatest economic and social need criteria such as living below the federal poverty level, minority status, disability, rural isolation, or limited English proficiency. While Pennsylvania has no federally recognized tribes, PDA engages with Tribes present in the state, including the Seneca Nation, and Native-serving organizations such as the United American Indians of the Delaware Valley.
Through ongoing communication with these groups, PDA assesses needs, ensures culturally appropriate services, and, where applicable, coordinates Title III and VII services with Title VI programs. PDA requires all 52 Area Agencies on Aging (AAAs) to conduct targeted outreach to older Native Americans in their service areas, including those living outside of Tribal lands. This outreach is supported with technical assistance, culturally relevant materials, and connections to Native-serving organizations.
These efforts ensure that Native American older adults, regardless of location, are identified, prioritized, and served in ways that address both their cultural needs and overlapping economic and social risk factors.
OAA Section 307(a)(21):
The plan shall —
. . .
(B) provide an assurance that the State agency will pursue activities to increase access by older individuals who are Native Americans to all aging programs and benefits provided by the agency, including programs and benefits provided under this title, if applicable, and specify the ways in which the State agency intends to implement the activities.
45 CFR § 1321.53:
(a) For States where there are Title VI programs, the State agency’s policies and procedures, developed in coordination with the relevant Title VI program director(s), as set forth in § 1322.13(a), must explain how the State’s aging network, including area agencies and service providers, will coordinate with Title VI programs to ensure compliance with sections 306(a)(11)(B) (42 U.S.C. 3026(a)(11)(B)) and 307(a)(21)(A) (42 U.S.C. 3027(a)(21)(A)) of the Act. State agencies may meet these requirements through a Tribal consultation policy that includes Title VI programs.
(b) The policies and procedures set forth in (a) of this provision must at a minimum address:
(1) How the State’s aging network, including area agencies on aging and service providers, will provide outreach to Tribal elders and family caregivers regarding services for which they may be eligible under Title III and/or VII;
(2) The communication opportunities the State agency will make available to Title VI programs, to include Title III and other funding opportunities, technical assistance on how to apply for Title III and other funding opportunities, meetings, email distribution lists, presentations, and public hearings;
(3) The methods for collaboration on and sharing of program information and changes, including coordinating with area agencies and service providers where applicable;
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(4) How Title VI programs may refer individuals who are eligible for Title III and/or VII services;
(5) How services will be provided in a culturally appropriate and trauma-informed manner; and
(6) Opportunities to serve on advisory councils, workgroups, and boards, including area agency advisory councils, as set forth in § 1321.63.
Response:
The Pennsylvania Department of Aging (PDA) is committed to increasing access by Native American older adults to all aging programs and benefits provided by the agency, including those under Titles III, VI, and VII of the Older Americans Act (OAA), where applicable. While Pennsylvania has no federally recognized tribes, PDA engages with Tribes present in the state, such as the Seneca Nation, and Native-serving organizations, including the United American Indians of the Delaware Valley.
PDA will implement this assurance by:
- Outreach to Tribal Elders and Caregivers – Encourage all 52 Area Agencies on Aging (AAAs) to identify and conduct targeted outreach to Native American older adults and their caregivers, including those living outside Tribal lands, using culturally relevant materials and connections through Native-serving organizations.
- Communication Opportunities – Maintain contact with Native-serving organizations through stakeholder email distributions and invitations to public hearings.
- Collaboration and Referrals – Share program information and changes with Native-serving organizations and coordinate with AAAs to establish referral pathways for eligible individuals to access Title III and/or VII services.
- Culturally Appropriate Services – Ensure services are culturally appropriate and trauma-informed, informed by ongoing engagement with Native-serving organizations.
Through these efforts, PDA will strengthen coordination with Native communities and increase access to aging programs for Native American older adults across the Commonwealth
OAA Section 307(a)(14):
(14) The plan shall, with respect to the fiscal year preceding the fiscal year for which such plan is prepared—
(A) identify the number of low-income minority older individuals in the State, including the number of low income minority older individuals with limited English proficiency; and
(B) describe the methods used to satisfy the service needs of the low-income minority older individuals described in subparagraph (A), including the plan to meet the needs of low-income minority older individuals with limited English proficiency.
Response:
Based on the most recent U.S. Census and American Community Survey (ACS) data, approximately 80,000 low-income minority older adults live in Pennsylvania, of whom an estimated 23,248 speak English less than “very well.” According to ACS five-year estimates from the Penn State Data Center, 17,667 low-income minority adults age 60+ speak no English or speak it poorly.
The Pennsylvania Department of Aging (PDA) and the Area Agencies on Aging (AAAs) use demographic and service utilization data to identify the population and geographic distribution of low-income minority older adults, including those with limited English proficiency (LEP), in each Planning and Service Area (PSA). This information guides targeted outreach and service delivery.
To meet the needs of these populations, AAAs:
Utilize translation and interpretation services to make services, programs, and outreach materials accessible in prevalent non-English languages.
Translate outreach materials on health, wellness, and available services into languages such as Spanish and Mandarin in areas with high concentrations of LEP older adults.
Conduct listening sessions in multiple languages during State Plan and Aging Our Way, PA engagement processes to ensure broad participation.
Additionally, the current Intrastate Funding Formula (IFF) gives significant weight to older adults living below the federal poverty level (FPL). PSAs with larger low-income older adult populations receive proportionately greater resources, enhancing their ability to serve low-income minority older adults and those with LEP.
OAA Section 307(a)(27):
(A) The plan shall include, at the election of the State, an assessment of how prepared the State is, under the State’s statewide service delivery model, for any anticipated change in the number of older individuals during the 10-year period following the fiscal year for which the plan is submitted.
(B) Such assessment may include—
(i) the projected change in the number of older individuals in the State;
(ii) an analysis of how such change may affect such individuals, including individuals with low incomes, individuals with greatest economic need, minority older individuals, older individuals residing in rural areas, and older individuals with limited English proficiency;
(iii) an analysis of how the programs, policies, and services provided by the State can be improved, including coordinating with area agencies on aging, and how resource levels can be adjusted to meet the needs of the changing population of older individuals in the State; and
(iv) an analysis of how the change in the number of individuals age 85 and older in the State is expected to affect the need for supportive services RESPONSE:
Shelf Stable, Pick-Up, Carry-Out, Drive-Through, or Similar Meals Using Title III Congregate Nutrition (C-1) Service Funding (Optional, only for States that elect to pursue this activity) 45 CFR § 1321.87(a)(1)(ii):
Title III C-1 funds may be used for shelf-stable, pick-up, carry-out, drive-through, or similar meals, subject to certain terms and conditions:
(A) Such meals must not exceed 25 percent of the funds expended by the State agency under Title III, part C-1, to be calculated based on the amount of Title III, part C-1 funds available after all transfers as set forth in 45 CFR § 1321.9(c)(2)(iii) are completed;
(B) Such meals must not exceed 25 percent of the funds expended by any area agency on aging under Title III, part C-1, to be calculated based on the amount of Title III, part C-1 funds available after all transfers as set forth in 45 CFR § 1321.9(c)(2)(iii) are completed;
(iii) Such meals are to be provided to complement the congregate meal program:
(A) During disaster or emergency situations affecting the provision of nutrition services;
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(B) To older individuals who have an occasional need for such meal; and/or
(C) To older individuals who have a regular need for such meal, based on an individualized assessment, when targeting services to those in greatest economic need and greatest social need; and
45 CFR § 1321.27 (j):
If the State agency allows for Title III, part C-1 funds to be used as set forth in §1321.87(a)(1)(i), the State agency must include the following:
(1) Evidence, using participation projections based on existing data, that provision of such meals will enhance and not diminish the congregate meals program, and a commitment to monitor the impact on congregate meals program participation;
(2) Description of how provision of such meals will be targeted to reach those populations identified as in greatest economic need and greatest social need;
(3) Description of the eligibility criteria for service provision;
(4) Evidence of consultation with area agencies on aging, nutrition and other direct services providers, other stakeholders, and the general public regarding the provision of such meals; and
(5) Description of how provision of such meals will be coordinated with area agencies on aging, nutrition and other direct services providers, and other stakeholders.
Response:
Pennsylvania recognizes the urgent need to prepare for the growing number of older adults, which is why the Commonwealth launched Aging Our Way, PA, a 10-year multisector plan established by executive order. This plan ensures that programs, services, and infrastructure are equipped to meet the needs of a rapidly aging and increasingly diverse population.
Currently, approximately 25% of Pennsylvanians are age 60 or older; by 2030, this is projected to reach 33%. Growth will occur across urban and rural areas, with rural regions facing distinct challenges such as limited healthcare access, transportation barriers, and fewer social services. Pennsylvania’s older population also reflects diversity in income, race, culture, and language — with many living below the federal poverty level, identifying as minority, or having limited English proficiency. These intersecting factors require targeted approaches to address greatest economic and social need.
Over the next decade, Pennsylvania’s service delivery model will adapt by:
Target resources to high-need areas: Pennsylvania introduced a new Intrastate Funding Formula that heavily weighs the number of low-income older adults within a PSA.
Expand capacity for high-acuity needs: Pennsylvania will enhance long-term services and supports, caregiver assistance, and in-home supports to meet the growing needs of the 85+ population.
Integrate technology: Pennsylvania will support the utilization and education of telehealth and other innovations to increase access for individuals with mobility or geographic barriers.
Strengthen cross-sector collaboration: Pennsylvania will coordinate efforts among AAAs, healthcare providers, and community organizations for seamless service delivery.
- Enhance nutrition services: Grab and Go meals have become an effective means of providing nutrition services to older adults through Senior Community Centers (SCCs). Grab and Go meals are also commonly referred to as Carry-out, Take-out, or Drive-thru meals. Beginning October 1, 2025, in an effort to complement the traditional congregate meal program and reach more older adults, AAAs may continue to utilize this method of providing meals at no cost to eligible participants using Title III-C2, state, or local funds.
Through these strategies, Pennsylvania will remain responsive to changing demographics, address inequities in access, and ensure that older adults regardless of income, location, or background have the resources to age with health, dignity, and independence.
The State Plan Amendment will be available for public review and comment for 30 calendar days in accordance with 45 C.F.R § 1321.29(C). Public comment period begins Tuesday, August 19, 2025, and ends at 11:59 PM on Wednesday, September 17, 2025. Submit your comments using the electronic form.
Intrastate Funding Formula (IFF) Update
To comply with federal requirements, including the Older Americans Act Federal Final Rule, the Pennsylvania Department of Aging has updated its formula for distributing federal funds to the 52 Area Agencies on Aging (AAAs) serving the Commonwealth.
The Department of Aging held a 30-day public comment period on this amendment that ended on June 10, 2025. The amendment will take effect October 1, 2025, pending approval from the Department of Health and Human Services.
IFF-Related Documents
Plan Development
The 2024-2028 Aging Four-Year State Plan, effective on October 1, 2024, draws upon insights and experiences gained from the intensive community outreach and feedback process used to create Aging Our Way, PA. It aligns with the priorities outlined in Aging Our Way, PA, which were established through stakeholder engagement utilizing AARP’s Eight Domains of Community Livability Framework.
This Plan aims to connect the strategies and key topic areas of the 2020-2024 Four-Year State Plan, the priorities identified in Aging Our Way, PA, and the key topic areas established by the ACL in 2021, including:
- Older Americans Act (OAA) Core Programs
- COVID-19
- Equity
- Expanding Access to Home- and Community-Based Services (HCBS)
- Caregiving
The goals and objectives included in the 2024-2028 Aging Four-Year State Plan will coincide the priorities identified in Aging Our Way, PA and will also closely align with the local area plans created by the Area Agencies on Aging (AAAs).
With a shared goal and vision, PDA commits to drive meaningful change in the way programs and services are created, offered, and delivered to older adults and create a state in which older adults can age with the independence and dignity they deserve.