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CARE Act Title II Manual - 2003 Version

III. Reporting Requirements

4. Allocation Reports

Introduction

A. Purpose of the Allocation Report
B. General Instructions for Preparing Allocation Reports

Chapter 4
Allocation Reports 

Introduction TOP

Title II grantees must prepare and submit two required allocation reports each year:

1. Planned Title II Allocation Report, for the fiscal year just underway.

2. Final Title II Allocation Report, for the fiscal year just ended.

Provided below are the purpose of these reports and how they are used, report deadlines, and detailed instructions on how to prepare the reports using electronic templates provided by the Health Resources and Services Administration (HRSA).

Purpose of Allocation Reports TOP

HRSA must receive allocation information in order to track and monitor the use of CARE Act funds. HRSA also uses the information to prepare Agency reports and respond to inquiries from the U.S. Department of Health and Human Services (HHS), the Office of Management and Budget (OMB), Congress, the media, and the public at large. This includes reporting:

  • Categories of services being delivered through the Title II program
  • Changes in the types of services being provided over time, and
  • Trends in the amount of funds being used to deliver these services.
  • This information has been used to prepare the following:
  • Testimony for annual appropriations and reauthorization hearings convened by Congress
  • Annual budget requests
  • Presentations at national grantee meetings
  • Technical assistance reports
  • Presentations and workshops at national conferences.

Allocation Reports Deadlines

Report
Due Date
(see the COA)
Title II Planned Allocations for the Current Fiscal YearSee Conditions of Grant Award
Title II Final Allocations for the Previous Fiscal YearSee Conditions of Grant Award


General Instructions for Preparing Allocation Reports TOP

Instructions for completing Allocation Reports will be sent to grantees under separate cover.

Grantee Identifying Information

The Planned and Final Allocation Reports (electronic and paper copies) must include identifying information in order to distinguish your reports from those submitted by other grantees. This includes the name of your State, the fiscal year being reported, and the name and telephone number of the appropriate person to contact if HRSA has questions about any of the information in the report.

Instructions for entering information electronically will be submitted with disks that are provided.