Current through Register Vol. 63, No. 3, March 1, 2024
(1) Definitions:
(a) A "Type B Transfer AAA" means a Type B
Area Agency on Aging that has elected to have employees transferred to
employment by the Area Agency by transfer agreement.
(b) A "Title XIX funded position" means a
position that is funded, in part, by Federal funds through Title XIX of the
Social Security Act.
(c) "SPD
Allocated Positions" means the position categories allocated to SPD field
offices. These are the categories of positions to be included for the Equity
comparison.
(d) "Annual OPE" means
the benefit rate as calculated by DHS. The resulting rate is used to calculate
the amount of OPE per type of position.
(e) "Indirect Cost Rate" means the percentage
rate used to calculate costs allocated to Type B Transfer AAA offices for
indirect costs, including State Government Service Charges and Infrastructure
Charges. An established indirect cost rate will not be amended in the middle of
the biennium. The initial indirect cost rate is set at 17.78% of the sum of
Salary and OPE expenses. The indirect cost rate will be re-based to be
effective the first day of the first biennium after the Department of
Administrative Services (DAS) changes rates that it publishes in its Price
List.
(2) Each Type B
Transfer AAA shall provide an updated staff report to DHS not later than
January 31 each year. The Type B Transfer AAA shall provide the information
that DHS requests in the form that DHS prescribes.
(3) The following steps will be used to
calculate the annual budget for the Type B Transfer AAAs:
(a) The updated staff report will be sorted
to separate Title XIX funded positions from others. Positions that are not
Title XIX funded are not included in the calculation.
(b) SPD will publish a list of Title XIX
funded job categories not later than January 15 each year.
(c) The Title XIX funded positions are sorted
by job category. Levels within a single job category are combined.
(d) Average step in the salary range and
average salary are calculated for each job category.
(e) Management staffing will be added in the
same ratio and at the same salary ranges that DHS would staff an SPD field
office.
(f) Each Type B Transfer
AAA will be afforded an opportunity to review the information derived in steps
(a) through (d) above. Revisions may be made to the information as a result of
that review.
(g) Reviewed
information from steps (a) through (e) will be used to determine calculate
average step in the salary range for each job category for each Type B Transfer
AAA.
(h) An adjustment is made to
equate the number of salary steps in the Type B Transfer AAA salary range for
each job category to the DHS salary range for each job category.
(i) The adjusted average step in the salary
range is used to determine the average DHS salary for each job
category.
(j) The monthly salary is
multiplied by 12 and converted to an average annual salary for each job
category.
(k) The Annual OPE rate
is multiplied by the average annual salary for each job category to produce the
average annual OPE for each job category.
(l) The sum of the average annual salary and
the average annual OPE for each job category is multiplied by the number of FTE
determined in steps (a) through (e) above. The product is the Total Annual
Salary Plus OPE to be used in determination of the budget level.
(m) The Total Annual Salary Plus OPE is
multiplied by the Indirect Cost Rate to determine aggregate annual indirect
costs.
(n) The DHS standard
Services and Supplies costs for field office employees is multiplied by the
number of FTE to determine aggregate Services and Supplies (S&S)
costs.
(o) The total annual Type B
Transfer AAA annual budget level is the sum of (Total Annual Salay Plus OPE) +
(aggregate annual indirect costs) + (aggregate S&S costs).
(4) The total annual Type B
Transfer AAA annual budget level determined above will be reduced by
5%.
(5) DHS will use the
methodology outlined in Sections (3) and (4) above when determining funding
levels to recommend to the Governor for the Type B Transfer AAAs.
(6) Notwithstanding Section (5), in
determining the funding levels of Type B Transfer AAAs to recommend to the
Governor for the 2005-2007 biennium, DHS shall reduce the total annual Type B
Transfer AAA annual budget level by 8%.
Stat. Auth.: ORS
410.070
Stats. Implemented: ORS
410.210 -
410.300