Older Americans Act (OAA) State Performance Report (SPR) and Older Americans Act Performance System (OAAPS): Technical Documentation and Training Resources


The Administration for Community Living (ACL)/Administration on Aging (AoA) has redesigned the Older Americans Act (OAA) State Program Report (SPR) in an effort to reduce the reporting burden for State Units on Aging (SUAs) and Area Agencies on Aging (AAA) and streamline the overall reporting process. The new data collection is called the State Performance Report (SPR) and it is scheduled to be implemented on October 1, 2020.


The new reporting tool for the SPR is the Older Americans Act Performance System (OAAPS). ACL/AoA will use OAAPS to monitor performance data and collect information on OAA Title III, and VII (Chapters 3 and 4) programs and activities. States will be able to submit their annual performance report data by either using a template to upload the data (template provided below) or directly entering the data into OAAPS. The system is expected to be completed and accessible to users in early 2019.


The resources and links below include Training Resources such as presentations and webinars; Technical Documentation that includes descriptions of new and old data elements with definitions, crosswalk files, and upload templates; and a Version Control Document that tracks all substantive and non-substantive changes to the materials.


Version Control Document:

As revisions are made to documents, changes will be noted here. To receive information when technical documentation is updated, please sign up for ACL UPDATE at https://public.govdelivery.com/accounts/USACL/subscriber/new. Under Subscription Topics, All Topics, All Aging Topics, pick Data and Statistics.

Technical Documentation

  1. ACL’s OAAPS Title III SPR– Data and Software Technical Documentation Overview: Version 1.0
  2. OAA Titles III and VII (Chapters 3 and 4), State Performance Report (SPR): Version 2.0
  3. State Performance Report (SPR), Crosswalk: Version 2.0
  4. State Performance Report (SPR), Master Spreadsheet: Version 2.0
  5. State Performance Report (SPR), Upload Template Guide: Version 2.0
  6. State Performance Report (SPR), Upload Template: Version 2.0
  7. State Performance Report (SPR), Appendix A: Data Element Definitions: Version 1.0
  8. Rural-Urban Commuting Area (RUCA) Codes, Zip Code File: Version 3.10
  9. Annotated State Program Report (SPR): Version 1.0
  10. State Performance Report (SPR), Export Format, Version 1.0
  11. OAAPS User Guide: Version 1.0 – Coming Soon

Training Resources

Coming Soon

  1. ACL's OAAPS Title III – Data and Software Technical Documentation Overview: version 1.0

    The OAAPS Title III – Data and Software Technical Documentation Overview is a presentation by ACL and which gives a brief overview of the Older Americans Act Performance System (OAAPS) and the technical documents. The presentation, audio recording, and transcript are available to provide a general overview of each resource below.

  2. OAA Titles III and VII (Chapters 3 and 4), State Performance Report (SPR): version 2.0

    The OAA Titles III and VII (Chapters 3 and 4), State Performance Report (SPR) summarizes data collection requirements forbthe redesigned SPR. This Office of Management and Budget (OMB) approved document (OMB Control No.: 0985-0008) was used as the basis for forming the Older Americans Act Performance System (OAAPS). Similar to the previous SPR, the data collected in redesigned SPR is aggregate state-level data. The report is composed of the following four sections:

    1. Data Model;
    2. Service Lists by Demographic Data Requirements;
    3. Data Element Categories and Intersections; and
    4. Level One Data Elements Tables.
  3. State Program Performance Report (SPR), Crosswalk: version 2.0

    The State Performance Report (SPR), Crosswalk is a spreadsheet that maps the previous SPR to the revised SPR. This sortable and searchable spreadsheet contains every element from both the old and new report. It aligns the previous and revised data elements on the same row and includes a column detailing if the data element is new, the same, removed, changed or system generated.

  4. State Program Performance Report (SPR), Master Spreadsheet: version 2.0

    The State Performance Report (SPR), Master Spreadsheet provides comprehensive information on the revised SPR data elements, referred to as the "To Be" data elements. The purpose of the master spreadsheet is to provide a description of each data element notating the component, sub-component, Element No. and a brief summary of a data element. Many of the data elements in the revised SPR can be described at three levels. Level one would be a demographic category such age or gender identity. Level two is the categorical breakdown of the level one data element, for example female for gender identify or 60 to 64 for age. Level three is the OAA applicable service, for example females receiving chore services. Many level two data elements are repeated for multiple services.

    Key information contained in each column includes:

    • Element Number, a unique number for each data element up to level two (e.g. CD-03-01)
    • Component, the revised SPR is divided into two primary components, Aging Network and Service.
    • Subcomponent Name, the 16 subsections of data elements
    • Data Element Category, the name, title, or short descriptor for a specific data element.
    • Description, a brief summary of a data element
    • Codes and Values, for data elements with coded values, specifies the codes used and their associated values (e.g. true, false)
    • Required, indicates whether the data element is required
    • Data Type, indicates whether the data is integer, string, or coded value, etc.
    • Quantifier, indicates whether there can be just one value can be reported for a data element or if multiple values are permitted
  5. State Program Performance Report (SPR), Upload Template Guide: version 2.0

    The State Performance Report (SPR), Upload Template Guide describes each data element and how to use the State Performance Report (SPR), Upload Template to upload OAAPS State Performance Report (SPR) and Nutrition Services Incentive Program (NSIP) data. The guide includes details on the business rules and dependencies related to each data element. The templateand guide can assist with redesigning or adjusting state and/or local reporting systems.

  6. State Program Performance Report (SPR), Upload Template: version 2.0

    The State Performance Report (SPR), Upload Template is a file structured to allow the importing and/or uploading of data into OAAPS. The only change permissible to this file is the addition of actual data. Data fields are labeled are identified in the column labeled "Value". All files uploaded into OAAPS will undergo a template check to ensure the correct template is used. If the template is correct, OAAPS will perform format validations to ensure the data uploaded adheres to the rules defined for each data element. Please Note: The column headings and order may NOT be changed. OAAPS software supports uploads using the following file types: (.csv), (.xlsx), and (.xml)
    This document is available in three formats:

  7. State Program Performance Report (SPR), Appendix A: Data Element Definitions: version 1.0

    The State Performance Report (SPR), Appendix A: Data Element Definitions document provides the full definitions for all data elements, code values, services, and related terms along with links to additional resources. Appendix A provides additional detail beyond the brief definitions found in the OMB documentation and the Master Spreadsheet to provide detailed definitions and in some cases external links to additional resources for the level one and level two data elements. Definitions in this appendix are grouped into three tables and presented in alphabetical order:

    1. Demographics and Consumer Characteristics,
    2. Services and Service Units, and
    3. Additional Definitions.
  8. Rural-Urban Commuting Area (RUCA) Codes, Zip Code File: version 3.10

    The Rural-Urban Commuting Area (RUCA) Codes, Zip Code File 3.10 document provides the zip code level RUCA codes to be used to define demographic distribution of program participants as rural or non-rural. The Excel file contains all residential and point zip codes from 2013 with an assigned RUCA code ranging from 1.0 to 10.3.

  9. Annotated State Program Report (SPR): version 1.0

    The Annotated State Program Report (SPR) is a series of spreadsheets that describe the changes to the data elements in the current SPR data collection. The document is the current SPR upload template that is annotated and color-coded to indicate that status of the data elements in the new data collection: new, same, changed, removed, or system generated.

    Comments are attached to cells to describe the changed data elements. The comments provide information regarding the current data element, referred to as the "AsIs" data element followed by information regarding the new data element, referred to as the "ToBe" data element.

    New data element are inserted into the current format where appropriate and a final worksheet summarizes new data elements when no corresponding worksheet exists in the current data collection.

    This document is not 508 Compliant. The State Performance Report (SPR), Crosswalk is an accessible document that provides the same information as the Annotated State Program Report (SPR).

  10. State Performance Report (SPR), Export Format: version 1.0

    The State Performance Report (SPR), Export Format is a series of spreadsheets that provides the layout for the new SPR when exported. The data element number is referenced in each cell. This easy to read format is similar to the current SPR layout.

  11. OAAPS User Guide Coming Soon

    Once pilot testing of the OAAPS system has been completed, ACL will provide a detailed guide for users that describes the system and how users can create accounts, upload or manually enter data, validate and submit their data, and create data reports (e.g., reports comparing two-years of data). The document will be in easy-to understand language and include screen shots.