Medicare Enrollment Assistance Program

To provide outreach to eligible Medicare beneficiaries regarding the benefits available under title XVIII of the Social Security Act, including the Medicare prescription drug benefit under Part D of title XVIII of the Social Security Act and under the Medicare Savings Program, and to coordinate efforts
to inform older Americans about benefits available under Federal and state programs.

Agency - Department of Health and Human Services

The Department of Health and Human Services is the Federal government's principal agency for protecting the health of all Americans and providing essential human services, especially to those who are least able to help themselves.

Office - Regional Administrator, Administration on Aging, Department of Health and Human Services, located at all HHS Federal Regional Offices.

(See Appendix IV of the Catalog of Federal Domestic Assistance for addresses.)

Program Accomplishments

The Medicare Enrollment Assistance Program is a new program in Fiscal Year 2009.

Uses and Use Restrictions

Funds may not be used for: (a) construction and/or major rehabilitation of buildings; (b) basic research (e.g., bio-medical experiments); (c) continuation and/or expansion of existing services, and (d) medical care, institutional care or income maintenance.

Costs will be determined in accordance with OMB Circular No.

A-87 for State and local governments, OMB Circular A-21 for Educational Institutions, and OMB Circular A-122 for Non-Profit Organizations.

Eligibility Requirements

Applicant Eligibility

Formula grants: State governments and U.S.

Territories, with distribution to designated area agencies on aging and Indian Tribal Organizations through an approved State plan.

Project grants: Grants may be made to any public or nonprofit private agency, organization, or institution.

Beneficiary Eligibility

Individuals eligible for Medicare benefits, including Part D drug benefits, and older persons eligible for benefits and services provided under Federal and state programs.


Formula Grants - AoA will utilize appropriate census and Medicare coverage data to identify statutory target populations. Project Grants -- Nonprofit organizations must submit proof of nonprofit status. Applicable costs and administrative procedures will be determined in accordance with Parts 74 and 92 of Title 45 of the Code of Federal Regulations.

Aplication and Award Process

Preapplication Coordination

This program is excluded from coverage under E.O.


Application Procedures

Formula Grants - Grant applications are in accordance with program announcements developed by the Administration on Aging (AoA) and will be posted on Project Grants - The availability of competitive grant funds is announced via program announcement that is simultaneously published on and on the AoA web site at bus/fundopp/fundopp.asp.

Award Procedures

Formula Grants - The Administration on Aging awards funds through a statutory formula to State Agencies on Aging. State agencies approve and award funds to Indian Tribal Organizations, Area Agencies on Aging and Aging and Disability Resource Centers. Project Grants - Notification of award will be issued to the grantee.


As specified in each program announcement posted on and


Medicare Improvements for Patients and Providers Act of 2008, Public Law 110-275.

Range of Approval/Disapproval Time

From 60 to 90 days from receipt of application.




Formula Grants - State plans are submitted for one-year period, with annual revisions. Project Grants - Grant extensions are available and may be requested.

Assistance Considerations

Formula and Matching Requirements

There is no matching requirement.

Length and Time Phasing of Assistance

Formula Grants - One year. Project Grants - One to Five Years.

Post Assistance Requirements


Financial status reports and program progress reports are required semi-annually for formula and project grants, including a final report at the end of each grant year.


In accordance with the provisions of OMB Circular No. A-133, (Revised, June 24, 1997), "Audits of State and Local Governments, and Nonprofit Organizations," nonfederal entities that expend financial assistance of $500,000 or more in Federal awards will have a single or a program-specific audit conducted for that year. Nonfederal entities that expend less than $500,000 a year in Federal awards is exempt from Federal audit requirements for that year, except as noted in OMB Circular No. A-133.


Financial records must be kept available for 3 years after submission of expenditure reports in accordance with the regulations at 45 CFR Parts 74 and 92.

Financial Information

Account Identification



FY 07 $0; FY 08 $0; and FY 09 est $17,500,000.

Range and Average of Financial Assistance

Formula Grants - $50,000 to $600,000; $250,000. Project Grants - $5,000,000 to $5,000,000; $5,000,000.

Regulations, Guidelines, and Literature

Formula Grants - 45 CFR 92. Project Grants - 45 CFR 74, HHS Grants Policy Statement, located at:

Information Contacts

Regional or Local Office

Regional Administrator, Administration on Aging, Department of Health and Human Services, located at all HHS Federal Regional Offices. (See Appendix IV of the Catalog of Federal Domestic Assistance for addresses.)

Headquarters Office

Mimi Toomey, Administration on Aging; Department of Health and Human Services, Washington, DC 20201; Telephone: (202) 357-0141. E-mail:

Criteria for Selecting Proposals

Awards are made on a non-competitive basis. State Grants are awarded upon approval of a State Plan.

The Social Incubator North, a £2 million incubator fund spearheaded by Sheffield-based Key Fund in collaboration with the four Northern Social Enterprise Partnerships and Locality, is providing 0% interest loans to North of England’s social entrepreneurs.

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Edited by: Michael Saunders

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