SECTION 340:105-10-50.1. Title III services taxonomy

(a)   Rule. Parts B, C, D, and E of Title III of the Older Americans Act of 1965, as Amended, authorize the development of a variety of services to meet the needs of older persons. A comprehensive listing of services that may be funded, service definitions, and service units are included in (1) through (15) of this subsection.

(1)   Personal care - one hour; provides personal assistance, stand-by assistance, supervision, or cues.

(2)   Homemaker - one hour; provides assistance preparing meals, shopping for personal items, managing money, using the telephone, or doing light housework.

(3)   Chore - one hour; provides assistance with heavy housework, yard work, or sidewalk maintenance.

(4)   Home delivered meal - one meal; provides a qualified person at the person's place of residence a meal that:

(A)   complies with the most recent Dietary Guidelines for Americans;

(B)   provides, when one meal is served, a minimum of 33 and 1/3 percent of the current dietary reference intakes (DRI) as established by the Food and Nutrition Board of the Institute of Medicine of the National Academy of Sciences;

(C)   provides, when two meals are served together, a minimum of 66 and 2/3 percent of the DRI allowances; and

(D)   provides, when three meals are served together, 100 percent of the DRI allowances.

(5)   Adult day care or adult day health - one hour; provides personal care for dependent adults in a supervised, protective, and congregate setting during some portion of a day. Services offered in conjunction with adult day care or adult day health typically include social and recreational activities, training, counseling, and services, such as rehabilitation, medication assistance, and home health aide services for adult day health.

(6)   Case management - one hour; provides assistance either in the form of access or care coordination in circumstances where the older person is experiencing diminished functioning capacities, personal conditions, or other characteristics requiring the provision of services by formal service providers or family caregivers. Case management activities include:

(A)   assessing needs;

(B)   developing care plans;

(C)   authorizing and coordinating services among providers; and

(D)   providing follow-up and reassessment, as required.

(7)   Congregate meal - one meal; provides a qualified person in a congregate or group setting, a meal that:

(A)   complies with the most recent Dietary Guidelines for Americans, published by the Secretary and the Secretary of Agriculture;

(B)   provides, when one meal is served, a minimum of 33 and 1/3 percent of the DRI as established by the Food and Nutrition Board of the Institute of Medicine of the National Academy of Sciences;

(C)   provides, when two meals are served together, a minimum of 66 and 2/3 percent of the DRI allowances; and

(D)   provides, when three meals are served together, 100 percent of the DRI allowances.

(8)   Nutrition counseling - one session per participant; provides individualized guidance to a person who is at nutritional risk because of health or nutrition history, dietary intake, medication use, chronic illnesses, or to caregivers. Counseling is provided one-on-one by a registered dietician and addresses the options and methods for improving nutrition status.

(9)   Assisted transportation - one one-way trip; provides assistance and transportation, including escort to a person who has difficulties, physical or cognitive, using regular vehicular transportation.

(10)   Transportation - one one-way trip; provides transportation using a vehicle for a person who requires help in going from one location to another and does not include any other activity.

(11)   Legal assistance - one hour; provides legal advice, counseling, and representation by an attorney or other person acting under the supervision of an attorney.

(12)   Nutrition education - one session per participant; a program promoting better health by providing accurate and culturally sensitive nutrition, physical fitness, or health information, as it relates to nutrition, information, and instruction to participants, caregivers, or both in a group or individual setting overseen by a dietitian or person of comparable expertise.

(13)   Information and assistance - one contact; a one-on-one contact between a service provider and an older client or caregiver. Activities involving contact with multiple current or potential clients or caregivers, such as publications, publicity campaigns, and other mass media activities are not counted as a unit of service. Internet website hits are counted only when information is requested and supplied. This service:

(A)   provides older persons with current information on services available within their communities;

(B)   links older persons with the opportunities and services available within their communities; and

(C)   establishes adequate follow-up procedures, to the maximum extent practicable.

(14)   Outreach - one contact; provides persons with intervention initiated by an agency or organization for the purpose of identifying potential clients or their caregivers and encouraging their use of existing services and benefits. Outreach is a one-on-one contact between a service provider and an older client or caregiver. Activities involving contact with multiple current or potential clients or caregivers, such as publications, publicity campaigns, and other mass media activities, are not counted as a unit of service.

(15)   Funded "Other" category.

(A)   Advocacy or representation - one hour; provides action taken on behalf of an older person to secure the person's rights or benefits. Advocacy or representation includes receiving, investigating, and working to resolve disputes or complaints. It does not include services provided by an attorney or person under the supervision of an attorney.

(B)   Education or training - one session; provides formal and informal opportunities for older persons to acquire knowledge, experience, or skills. Includes individual or group events designed to increase awareness.

(C)   Health promotion - one event; provides health promotion or disease prevention programs and activities demonstrated to be evidence-based to participants, caregivers, or both, in a group or individual setting. The Administration on Community Living uses a graduated or tiered set of criteria for defining evidence-based interventions. Health promotion programs can fall within any of the tiers with the goal for all activities to move toward the highest-level criteria.

(D)   Home repair - one job; provides minor repairs, modifications, or maintenance on a home owned and occupied by an eligible participant, up to $250 annually, per participant.

(E)   Coordination of services - unit to be determined by Aging Services (AS); provides for the administration or delivery of a service for which direct cost is not funded by Title III. The Area Agency on Aging (AAA) contacts AS regarding use of this category.

(F)   National Family Caregiver Support Program service categories are:

(i)   information services - one activity; provides caregivers information on resources and services available to the public or persons within their communities. Information services are for activities directed to large audiences of current or potential caregivers, such as disseminating publications, conducting media campaigns, and other similar activities;

(ii)   access assistance - one contact; assists caregivers in obtaining access to the services and resources available within their communities. To the maximum extent practicable, access assistance ensures persons receive the services needed by establishing adequate follow-up procedures. Internet website hits are counted only when information is requested and supplied;

(iii)   counseling - one session per participant; assists caregivers in the areas of health, nutrition, and financial literacy, and in making decisions and solving problems relating to their caregiver roles. This includes counseling to persons, support groups, and caregiver training of individual caregivers and families;

(iv)   respite care - one hour; provides temporary, substitute supports or living arrangements for care recipients in order to provide a brief period of relief or rest for caregivers. When the specific service units purchased via a direct payment, such as cash or voucher can be tracked or estimated, the service unit is reported by hour; otherwise, the unit of service is one payment. Respite care is:

(I)   in-home respite, such as personal care, homemaker, and other in-home respite;

(II)   respite provided by attendance of the care recipient at a senior center or other nonresidential program; or

(III)   institution respite provided by placing the care recipient in an institutional setting, such as a nursing home for a short period of time as a respite to the caregiver or summer camp as a respite for grandparents caring for children; and

(v)   supplemental services - provides services on a limited basis to complement the care provided by caregivers. The unit and service are determined by AS. The AAA contacts AS regarding use of this category.

(b)   Authority. The authority for this Section is the Office of Management and Budget Notice of Action 0985-0008 and Sections 339 and 371 through 373 of the Older Americans Act of 1965, as Amended.

(c)   Procedures. The AAA:

(1)   incorporates provisions of the rule into its policies and procedures manual;

(2)   provides technical assistance to prospective service project applicants regarding the rule in the development of services; and

(3)   utilizes the rule as an indicator in the evaluation of service project proposals.

(d)   Cross references. Refer to Oklahoma Administrative Code 340:105-10-40 and 340:105-10-51.

[Source: Added at 16 Ok Reg 1983, eff 6-11-99; Amended at 19 Ok Reg 1170, eff 5-13-02; Amended at 22 Ok Reg 897, eff 5-12-05; Amended at 25 Ok Reg 1754, eff 6-1-08 (emergency); Amended at 26 Ok Reg 2221, eff 7-1-09; Amended at 29 Ok Reg 638, eff 7-1-12; Amended at 31 Ok Reg 1848, eff 9-15-14]