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Compliance & Contract Forms

This page contains all necessary forms for funded and contract partners. Please bookmark this page for future reference.

If you have questions about the forms on this page, please email contracts@agencyonaging4.org.

Laws & Regulations 
Agency Bulletins 
A4B2024-03 Bulletin - SFY 2024-25 Funding.pdfA4B2024-02 Fiscal Closeout-MFRs.pdfA4B2024-01 Data Sunset Policy.pdfA4B2023-07 Holiday Closure and MFR Deadlines.pdfA4B2023-6 New Monthly Data Submission Deadline and Guidance for Collecting Clients’ Veteran Status and Making ReferralsA4B2023-05 AAA4-Funded Partners Providing Registered ServicesA4B2023-04 Preparing for Reinstatement of Performance Standards PolicyA4B2023-03 Performance Standards PolicyA4B2023-02 Older Californians Act Modernization (OCAM) Requests: Second Survey for Funded ProgramsA4B2022-09 Holiday Closure and Deadlines for Monthly Financial Reports (MFR’s)A4B2023-01 Deadline for Funded Partner Budget Revisions & Additional Information for Nutrition Funded PartnersA4B2022-08 Older Adult Recovery & Resilience (OARR) Funds: Guidance for Caregiver Services ProvidersA4B2022-07 Older Adult Recovery & Resilience (OARR) Funds: Guidance for Legal Services ProvidersA4B2022-06 Fiscal Closeout A4B2022-05 Identification NumbersA4B2022-04 ARP SurveyA4B2022-03 Russian Aggression BulletinA4B2022-02 Deadline for FP Budget Revisions and Equipment Purchases
  • 4B2022-01 New Data Requirements for Legal Service Providers
A4B2021-07 Registered FPs Data Dec 2021A4B2021-06 Holiday BulletinA4B2021-05 Non Registered FPs Sept 2021A4B2021-04 SFY 2021-2022 FundingA4B2021-03 Non Registered FPs Data June 2021A4B2021-02: 2020/21 Fiscal CloseoutA4B2021-01: Additional Funding and Deadline for Funded Partner Budget Revisions & Equipment Purchases A4B2020-06: Holiday Closure and Deadlines for Monthly Financial Reports (MFR’s) A4B2020-05: SFY 2020-2021 Funding, CARES Act Augmentation AwardsA4B2020-04: SFY 2020-2021 FundingA4B2020-03: FY 2019/20 Fiscal Closeout: Final Filing Date Monthly Financial Reports (MFRs) / Report of Property Furnished / Purchased FormA4B2020-02: Deadline for Funded Partner Budget Revisions and Equipment Purchases A4B2020-01: Corona Virus (COVID-19)A4B2019-01: Fiscal Closeout A4B2019-02: SFY 2019-20 FundingA4B2018.10: New CDA SOGI Quarterly Reporting Forms – Legal ServicesA4B2018-09: Security Awareness TrainingA4B2018-08: Non-Registered Services Client DataA4B2018-07: Minimum Client Data RequirementsA4B2018-06: FY 2017-18 Fiscal Closeout: Final Filing Date Monthly Financial Reports (MFRs)/One Time Only (OTO) MFRs/CDA 32 Property ReportsA4B2018-05: Gender Identity and Sexual Orientation Intake Questions: Suggested ScriptA4B2018-04: Managing Client Information Video ConferenceA4B2018-03: Bulletin – 1718 SWAG 1819 Contract Language ChangesA4B2018-01: Update on Funding DelaysA4B2017-10: OTO BulletinA4B2017-09: Funding Delays
  • A4B2017-08: Audit Requirements
A4B2017-07: Alert to Contract Language Changes; Amend Policy or ProcedureA4B2017-06: Alert to Contract Language Changes; Amend Policy or ProcedureA4B2017-05: Fiscal Closeout: Final Filing Date Monthly Financial Reports (MFRs)/One-Time-Only (OTO) MFRs/ CDA 32 Property ReportsA4B2017-04: Funding Delays and ReductionsA4B2017-03: Funding Delays and ReductionsA4B2017-02: New Requirement for Major EquipmentA4B2017-01: Special State General Fund Title IIIC2 One-Time-Only FundsA4B2017-00: Update to Data Reporting Procedures for Registered Services