LGOA Reports Schedule for PSAs                                                          LGOA Reports as of August 30, 2016
           Report                                                                                                               Correlating 
           Type        Report Name                                      Due Date                    SPOC Email                  LGOA           LGOA Staff
                                                                                                                                Program
           Annual      Family Caregiver Support Program: Annual Report  By July 31                  PSAHelp@aging.sc.gov        Family         Anne Wolf
                                                                                                                                Caregiver 
           Annual      MUSRBUD – PSA budgeting tool                     By end of July              FinanceHelp@aging.sc.gov Finance           Finance
           Annual      Audited Financial Statements                     90 days after close of fiscal  FinanceHelp@aging.sc.gov Finance        Finance
                                                                        year
           Annual      Ombudsman Annual Report                          By November 15              lkelly@aging.sc.gov         Ombudsman      LaWandra Kelly
           Annual      PIP Annual Report                                By December 31              PSAHelp@aging.sc.gov        PIP            Gerry Dickinson
           Annual      Area Plan Updates                                Date set by LGOA            PSAHelp@aging.sc.gov        Policy         Gerry Dickinson
           Annual      Quality Assurance Regional Analysis              By June 3rd                 PSAHelp@aging.sc.gov        Policy         Gerry Dickinson
           Annual      SHIP Annual Resource Report                      By April 15                 PSAHelp@aging.sc.gov        SHIP           Anne Wolf
           Annual      Senior Medicare Patrol (SMP) SMART Facts data   By January 31                PSAHelp@aging.sc.gov        SMP            Crystal Strong
                       report
           Monthly     CDSMP Grant Supporting Documentation and PRF Due by the 10th for the         PRF should be submitted to  CDSMP          Denise Rivers
                                                                        previous month.             Financehelp@aging.sc.gov
                                                          All LGOA required data must be entered into the appropriate data system by the 10th of the month.
                                                                                   LGOA Reports Schedule for PSAs                                                            LGOA Reports as of August 30, 2016
            Monthly     LG106alz- Respite authorization report             Submitted with the          FinanceHelp@aging.sc.gov Family             Finance
                                                                           associated monthly PRF                                   Caregiver
            Monthly     LG106rnr- Respite authorization report             Submitted with the          FinanceHelp@aging.sc.gov Family             Finance
                                                                           associated monthly PRF                                   Caregiver
            Monthly     LG106e- Respite authorization report               Submitted with the          FinanceHelp@aging.sc.gov Family             Finance
                                                                           associated monthly PRF                                   Caregiver
            Monthly     LG97c – Risk score report                          Run with PRF for verification PSAHelp@aging.sc.gov       Family         IT
                                                                                                                                    Caregiver
            Monthly     ZMUSR – Program Income and MUSR prep tool          See additional comments     PSAHelp@aging.sc.gov         Family         IT
                                                                                                                                    Caregiver
            Monthly     LG108 – Caregivers without care receivers report  Monthly with PRF/MUSR        PSAHelp@aging.sc.gov         Family         Anne Wolf
                                                                                                                                    Caregiver
            Monthly     PRF with reports                                   By the 21st                 FinanceHelp@aging.sc.gov Finance            Finance
            Monthly     MUSRiiib-dm                                        Due with PRF                FinanceHelp@aging.sc.gov Finance            Finance
            Monthly     MUSRstatem                                         Due with PRF                FinanceHelp@aging.sc.gov Finance            Finance
            Monthly     MUSRResp                                           Due with PRF                FinanceHelp@aging.sc.gov Finance            Finance
            Monthly     MUSRiiiE                                           Due with PRF                FinanceHelp@aging.sc.gov Finance            Finance
            Monthly     Group Dining Site Menus                            By last business day of the  PSAHelp@aging.sc.gov        Nutrition      Jennifer Van 
                                                                           month.                                                                  Cleave
                                                            All LGOA required data must be entered into the appropriate data system by the 10th of the month.
                                                                                         LGOA Reports Schedule for PSAs                                                                   LGOA Reports as of August 30, 2016
             Monthly     Group Dining Site Activity Calendars                   By last business day of the  PSAHelp@aging.sc.gov             Nutrition       Gerry Dickinson
                                                                                month.
                                                                                Events must be submitted at 
             Monthly     SC Access Activity Calendars                           least one (1) week prior to    PSAHelp@aging.sc.gov           SC Access       Courtney 
                                                                                the beginning of a new                                                        Davenport
                                                                                month.
             Monthly     SCDOT Grant Supporting Documentation and PRF Due by the 10th for the                  PRF should be submitted to  Transportation Denise Rivers
                                                                                previous month.                Financehelp@aging.sc.gov
             Other       HHS25a – Key missing assessment information            Periodically                   AIMHelp@aging.sc.gov           AIM             AIM 
                         report
                         LG105 – Authorized budget by agency for                When budget is entered or                                     Family 
             Other       caregivers                                             changed on activity setup      PSAHelp@aging.sc.gov           Caregiver       IT
                                                                                screen 
             Other       I&R/A Staff Hiring                                     Within 3 business days of      PSAHelp@aging.sc.gov           I&R/A           Jordan 
                                                                                change                                                                        Newman
             Other       Change of I&R/A staff's employment status              Within 3 business days of      PSAHelp@aging.sc.gov           I&R/A           Jordan 
                                                                                change                                                                        Newman
             Other       I&R/A Staff AIRS Certification                         As necessary                   PSAHelp@aging.sc.gov           I&R/A           Jordan 
                                                                                                                                                              Newman
             Other       Area Plan                                              Date set by LGOA               PSAHelp@aging.sc.gov           Policy          Gerry Dickinson
             Other       PSA contracts with providers                           Within five business days of  PSAHelp@aging.sc.gov            Policy          Gerry Dickinson
                                                                                being executed.
             Other       Contract Amendments                                    Within five business days of  PSAHelp@aging.sc.gov            Policy          Gerry Dickinson
                                                                                being amended.
                                                                                                                                                              Appropriate 
             Other       Regional Training Updates                              As necessary                   PSAHelp@aging.sc.gov           Policy          Project 
                                                                                                                                                              Manager
                                                                All LGOA required data must be entered into the appropriate data system by the 10th of the month.
                                                                                      LGOA Reports Schedule for PSAs                                                                LGOA Reports as of August 30, 2016
                                                                             At least 30 days before the  
            Other       Procurement Notice                                   start of the procurement      PSAHelp@aging.sc.gov          Policy          Gerry Dickinson
                                                                             cycle
            Other       Emergency or Weather Closings                        As necessary                  PSAHelp@aging.sc.gov          Policy          Gerry Dickinson
            Other       Group Dining Site Sign-In Sheets                     As requested by LGOA          PSAHelp@aging.sc.gov          Policy          Jennifer Van 
                                                                                                                                                         Cleave
            Other       Daily Home-Delivered Meal Trip Logs (signed by       As requested by LGOA          PSAHelp@aging.sc.gov          Policy          Jennifer Van 
                        driver and site  manager)                                                                                                        Cleave
            Other       System User Request                                  As needed by the PSA          user@aging.sc.gov.            Data System     Multiple Staff 
                                                                                                                                                         Members
                                                                             Last business day of quarter 
            Quarterly   HHS19a – Missing demographic data report             (Quarters: April, July,       AIMHelp@aging.sc.gov          AIM             AIM
                                                                             October, January) 
                                                                             Submit by the 15th of the 
            Quarterly   Cumulative Quarterly Reports (Family Caregiver)      month following each          PSAHelp@aging.sc.gov          Family          Anne Wolf
                                                                             quarter (October, January,                                  Caregiver 
                                                                             April, and July)
                                                              All LGOA required data must be entered into the appropriate data system by the 10th of the month.